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Report Automation

  • 16 October 2023
  • 2 replies
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Userlevel 2

How do I setup Project Cost Reports to generate automatically on a monthly basis and distribute via email?

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Best answer by Kandy Beatty 16 October 2023, 19:54

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Userlevel 7
Badge +16

HI @lmayse38 

You could set up a business event. 

Ensure you have the type as trigger by schedule along with your trigger conditions and subscribers (who it will be sent to).

 

Here is also the help that you can find in depth instructions:

https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=920e13d8-387c-404f-8b33-c200ac66df98

Userlevel 7
Badge +12

Hi @lmayse38 

You can setup with Business events using trigger by schedule action and send report month wise.

https://www.crestwood.com/2020/05/18/using-business-events-with-report-attachments-in-acumatica/https://www.augforums.com/forums/everything-else/sending-a-report-thought-a-business-event-and-import-senario/

 

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