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Question

Creation of a Generic Inquiry and Daily Distribution of Results via Email

  • March 3, 2026
  • 2 replies
  • 40 views

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I would like to inquire whether someone could advise me on how to use an existing Generic Inquiry so that the results can be sent automatically on a daily basis to specific email addresses.

I have attempted to configure this using Automation Schedules and an Email Template; however, I have not been successful.

Thank you in advance for your assistance.

2 replies

mohammadnawaz51
Jr Varsity I
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@aspindler Unfortunately we can’t send the GI Results on daily basis in Acumatica, created a similar report and using the Business events please send a report on daily basis.


craig2
Pro I
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  • Pro I
  • March 3, 2026

Hi ​@aspindler,

This is possible by using a <foreach> </foreach> loop, though it admittedly can be a bit tricky.

First, here’s a couple of Community posts where folks talk about it.  There’s probably more out there if you search around.  Things can get difficult when you start using some of the more elegant formatting in the Email Template:
 

 

Here’s the set up I have for a very basic version of this, where I leverage a custom field to let a team know they still have to confirm orders using a customer’s website:

 

 

 

The result.  Not pretty, like I mentioned, but there are additional formatting options in the template you can mess with if you like:

 

 

Hope that helps, good luck!