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Question

Cannot email a report that uses a custom field as a filter

  • June 5, 2026
  • 1 reply
  • 11 views

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We want to email a report using the Email Template and Automation Schedule but we receive the error “A field with the name FSAppointment.UsrPartsReviewed cannot be found”.  The report runs fine from the screen and I’ve built a GI that uses the custom field as a filter and it also works as it should.   We received these trouble shooting steps from Acumatica Support:

1. The updated report version containing the refreshed FSAppointment.UsrFinishedDate field is assigned as the active/default version.

2. The report attached to the email template is pointing to the correct report ID/version.

3. The customization package that adds FSAppointment.UsrFinishedDate is published in the tenant where the automation schedule is running.

4. The automation schedule is running under a user that has access to the customization field/report.

We verified all these as well as clearing the cache and restarting the instance but the issue still persists.  Just wondering if anyone else has had this issue and have been able to overcome it.

1 reply

lauraj46
Captain II
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  • Captain II
  • June 5, 2026

Hi ​@vpoulson ,

We saw a similar related to custom fields because of a processing node that was used to run automations.  If this is the case for you, make sure that your customization is published on the processing node as well as the main instance.