I’d like to embed a report into an email. After my set up, the report is attached as an html form to the email. What am I missing?
In the Email Template:
In preferences of Receivables, Customer Class and Customer:
Best answer by brucewarrell96
Support indicated that embedding a report in an email is for business events and not for emailing from native screens.
+8Hi
On the Email Template there is check box to specify if a report should be embedded. I tested this functionality on Purchase Orders and despite the setting it still created an attachment. I’ve never had a need to embed (usually the attachment is preferred), so I’m not sure if this is an issue or just something in my setup. Just sharing that I am seeing the same behavior. Maybe someone else knows what we are missing 😁.
Laura
Support indicated that embedding a report in an email is for business events and not for emailing from native screens.
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