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Automatic Emailing of Dashboards as PDF Attachments

  • 22 January 2021
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Has anyone come up with a solution to automatically email the contents of an Acumatica Dashboard as a PDF attachment? I think it would be cool to automatically deliver the information in Dashboards to users via email without them having to login to Acumatica.

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Best answer by Neil Cantral 22 January 2021, 08:36

I’m sure this will be something my users will be asking for as the get comfortable with dashboards and hungry for more data. The first ideas that come to mind are email subscriptions in SSRS or Power BI.

Looks like there are plenty of tools available that can take screenshots of a webpage on a schedule - typically for archival purposes. This would keep everything in a familiar format, but I would love to have a built-in tool inside of Acumatica to handle it.

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I’m sure this will be something my users will be asking for as the get comfortable with dashboards and hungry for more data. The first ideas that come to mind are email subscriptions in SSRS or Power BI.

Looks like there are plenty of tools available that can take screenshots of a webpage on a schedule - typically for archival purposes. This would keep everything in a familiar format, but I would love to have a built-in tool inside of Acumatica to handle it.

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Agreed, it smells like BI to me. Hard to tell that though to a Customer who already invested a lot in Acumatica Dashboards, only to find out that they aren’t BI.

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