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Scheduling Report Template for Report with Parameters

  • April 18, 2025
  • 1 reply
  • 137 views

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I have a client that wants to email several reports at month-end.  They have a schedule setup and have added the reports to the schedule.

How do you indicate you need the parameters to change each month.  For instance, several have a financial period parameter.  I don’t see in the schedule where you can mark these as “Relative” like you can in other automation schedules.

Best answer by DasunPerera91

Hello,

Have a look at following KBs which should contain detailed steps on scheduling reports.

How to configure report sending in Acumatica ERP 2025 R1 and later | Community

How to migrate report sending from report templates to email notifications in Acumatica ERP 2025 R1 and later | Community

After an upgrade to Acumatica ERP 2020 R2 and later, automation schedules for sending reports could stop working | Community

Hope this helps!