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Question

Blank Report Attached in Email Template Notification via Business Event

  • September 24, 2025
  • 13 replies
  • 127 views

DipakNilkanth
Pro III
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Hello Community, 

I created a new custom report to display payment details. The report runs correctly from the Report screen when I provide the parameters DocType and RefNbr of the payment.

To automate this after releasing a payment, I created a Business Event and added an Email Template subscriber. In the Email Templates screen, I attached my custom report with the parameters defined.

However, when the Business Event triggers and sends the email, the attached report is always blank. I have tried both enabling and disabling the “Use Event as Data Source” option, but the result is the same.

Steps to Reproduce:

  1. Create a custom report that takes DocType and RefNbr as parameters (works fine when run directly).

  2. Create a Business Event triggered after releasing a payment.

  3. Add an Email Template as a subscriber.

  4. Attach the custom report in the Email Template with required parameters.

  5. Trigger the event → The email is sent but the attached report is blank.

    Is there anything I need to change here ?
     

     


Could someone please guide me on how to properly configure the parameters or data source so that the report generates correctly when triggered through a Business Event?

13 replies

lauraj46
Captain II
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  • Captain II
  • September 24, 2025

Hi ​@DipakNilkanth ,

Could the timing be such that the business event fires before the payment has been released?  You might review the trigger conditions and also check the conditions on the report schema. 

I would also recommend checking the Business Event History to see if there are any errors related to the report generation.

I don’t believe that the ActivitySource or ParentSource should have any impact. 

Hope this helps!

Laura


DipakNilkanth
Pro III
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  • Author
  • Pro III
  • September 25, 2025

Hi ​@lauraj46, thanks for your valuable insights on this.

I have set the Business Event trigger condition to Status = Closed (after releasing the payment, the status becomes Closed). The Business Event is triggering correctly after the status changes.
 

BE

I also checked the Business Event history, and there are no issues there as well.
 

BE History
Report parameters

 


lauraj46
Captain II
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  • Captain II
  • September 25, 2025

Hi ​@DipakNilkanth,

Are there any filters on your report related to the payment status?

Laura


DipakNilkanth
Pro III
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  • Author
  • Pro III
  • September 25, 2025

@lauraj46, Nope. its pretty simple , filtered with DocType and RefNbr.

 


lauraj46
Captain II
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  • Captain II
  • September 25, 2025

Hmmm… in that case I’m not sure.  Maybe one of the other experts on this site some thoughts.


jhouser
Captain II
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  • Captain II
  • September 25, 2025

Hi ​@DipakNilkanth For what it’s worth, I’ve done this successfully with the Additional Remittance Form. I left Parameter Values empty. Also, my Mail Settings in the report are empty. You might try with that report and if it works, compare for differences? 


DipakNilkanth
Pro III
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  • Author
  • Pro III
  • September 25, 2025

Hi ​@jhouser,

I have attached my custom report here. Could you please try adding it to your Email Template and confirm if it works on your side?

I also tested with the additional Remittance form, but unfortunately had no luck.


jhouser
Captain II
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  • Captain II
  • September 25, 2025

Sounds like the issue is not specific to the custom report. Can you send a screenshot with the ATACHED REPORTS settings for Additional Remittance Form where it didn't work?

Also, do you have any restriction groups active for vendors?


DipakNilkanth
Pro III
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  • Author
  • Pro III
  • September 26, 2025

Hi ​@jhouser,

Below is the configuration I am using for ATACHED REPORTS settings for the Email templates.

 


jhouser
Captain II
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  • Captain II
  • September 26, 2025

@DipakNilkanth I have Use Event as Data Source selected and APPayment as the source table. 

Do you have any active vendor restriction groups?


DipakNilkanth
Pro III
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  • Author
  • Pro III
  • September 26, 2025

@DipakNilkanth I have Use Event as Data Source selected and APPayment as the source table. 

Do you have any active vendor restriction groups?

Hi ​@jhouser, I tried both with Selected/UnSelected the DataSource as APPayment.
No, I do not have  nay vendor Restriction groups, I am working on Sales demo data.
 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • November 5, 2025

Hi ​@DipakNilkanth were you able to find a solution? Thank you!


DipakNilkanth
Pro III
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  • Author
  • Pro III
  • November 6, 2025

Hi ​@Chris Hackett, Unfortunately, I was not able to find a solution for this issue.