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How to automatically email an AR Aging report to salespersons individually

  • January 15, 2025
  • 3 replies
  • 58 views

Hi. I have a custom AR Aging by Salesperson report. There are parameters “From Salesperson” and “To Salesperson” on the report, so it can be run for all salespersons or only an individual one. This all works great.

Separately, I have set up and tested a business event (with associated email template and automation schedule) to run the report and email it on a schedule. This is working for the full report. But I need to be able to run each individual salespersons report, based on the from/to parameters and then email to each individually. I see that you can put the report parameters on the email template, but how would I tie together those parameters with the associated email address for that salesperson?

Is this possible?

Best answer by lauraj46

Hi ​@joelc67 ,

I would suggest running your business event based on a GI that retrieves each salesperson and their email address.  Pass the salesperson CD in as a parameter on the attached report of the email notification, and specify the contact email address in the To field on the notification.

You can find the email for the salesperson on their contact record.  The joins are salesPersonID from SalesPerson to EPEmployee, and defContactID to ContactID from EPEmployee to Contact.

Hope this helps!

Laura

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lauraj46
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  • Captain II
  • 574 replies
  • Answer
  • January 15, 2025

Hi ​@joelc67 ,

I would suggest running your business event based on a GI that retrieves each salesperson and their email address.  Pass the salesperson CD in as a parameter on the attached report of the email notification, and specify the contact email address in the To field on the notification.

You can find the email for the salesperson on their contact record.  The joins are salesPersonID from SalesPerson to EPEmployee, and defContactID to ContactID from EPEmployee to Contact.

Hope this helps!

Laura


  • Author
  • Freshman I
  • 5 replies
  • January 15, 2025

Hi ​@lauraj46,

I will try this out. Thank you so much!

Joel

 


  • Author
  • Freshman I
  • 5 replies
  • January 15, 2025

This is working great. Thank you ​@lauraj46!!


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