How do I setup Project Cost Reports to generate automatically on a monthly basis and distribute via email?
Answer
Report Automation
Best answer by Kandy Beatty
HI
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
+17HI
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
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
+15Hi
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/
Acumatica Functional Consultant & Customer Experience Supervisor
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