Skip to main content
Solved

Emailing reports weekly automatically with Financial Period parameters

  • May 29, 2025
  • 4 replies
  • 92 views
rkenna
Captain I
Forum|alt.badge.img+1

Hi community,

 

I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters.

 

Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run.

 

Thank you,

RJ

Best answer by rkenna

Hi Community,

 

I was able to figure this out. I created a new Screen ID for emailing purposes, and I saved the same report to that new Screen ID. This way the original report and version is untouched. From there, I made the parameters invisible in Report Designer, so I am able to save a template without designating the Financial Period. The Financial Period default still exists on the backend of the report. 

From there, I can create the schedule to email the report.

4 replies

rkenna
Captain I
Forum|alt.badge.img+1
  • rkenna
  • Author
  • Captain I
  • Answer
  • May 30, 2025

Hi Community,

 

I was able to figure this out. I created a new Screen ID for emailing purposes, and I saved the same report to that new Screen ID. This way the original report and version is untouched. From there, I made the parameters invisible in Report Designer, so I am able to save a template without designating the Financial Period. The Financial Period default still exists on the backend of the report. 

From there, I can create the schedule to email the report.

    Chris Hackett
    Community Manager
    Forum|alt.badge.img
    • Chris Hackett
    • Acumatica Community Manager
    • May 30, 2025

    Thank you for sharing your solution with the community ​@rkenna!

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
    N
    Freshman I
    • NicoB
    • Freshman I
    • February 24, 2026

    Hi community,

     

    I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters.

     

    Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run.

     

    Thank you,

    RJ

    Hi Community,

     

    I was able to figure this out. I created a new Screen ID for emailing purposes, and I saved the same report to that new Screen ID. This way the original report and version is untouched. From there, I made the parameters invisible in Report Designer, so I am able to save a template without designating the Financial Period. The Financial Period default still exists on the backend of the report. 

    From there, I can create the schedule to email the report.

    Hi rkenna, This is exactly what I am trying to do…but failing miserably… 

    I created the report (It's an ARM Report) and removed the Period Parameters:

    but there’s no fields in Conditions or Filter Values…. to run the period with @PeriodStart or @Today

    What am I missing?

     

     

    rkenna
    Captain I
    Forum|alt.badge.img+1
    • rkenna
    • Author
    • Captain I
    • February 24, 2026

    Hi ​@NicoB,

    Ah ARM reports are a bit different (easier in general but trickier if you’re used to Report Designer). 

    What version are you running? There might be a different approach we may be able to take with some of the newer capabilities.

    How often do you want to email out this PL Budget, and with what (dynamic) parameters do you want on the report?

    -RJ

      Terms & ConditionsCookie settingsAccessibility statement
      About Acumatica ERP system
      Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
      © 2008 — 2024  Acumatica, Inc. All rights reserved