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Daily Sales Report

  • 5 January 2023
  • 2 replies
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Hi All,

 

Our company is looking for a custom daily report which runs automatically in the evening and distributes to a email list. The report would consist of all the SO’s entered in that day. So first, what would you recommend for a GI build? A simple copy and customization of the Sales Order screen and then just setting up a automated schedule?

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Best answer by manikantad18 5 January 2023, 19:28

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BenjaminCrisman
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Hi @byates! Your proposition sounds fine, copy the GI and potentially remove any tables which aren’t directly related to populating SO order numbers or data needed. There is a great article on troubleshooting Business Events:

 

manikantad18
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Hi @byates 

Created a Generic inquiry which shows the Order created for “Today”

Using Business events, Schedule a Business events and attached the Sales order summary report that sent to each person at the end of the Day.

Attaching Business events and GI for your review.

 

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