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Scheduled Sending of Custom Report with Parameters

  • 8 November 2022
  • 3 replies
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Michaelh
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Hello Friends,

How do I configure a custom-built report to send off Monthly/Weekly using business events or automation schedules? 

My report does not come up in the screen name selector in the Business Events.

I tried using automation schedules, but I’ve been told those might be going away. Also, I couldn’t find any of my parameters in the Automation Schedules either. 

This report I want to send out will have 140 parameter iterations, so it’d be REALLY nice if there’s a way to run an import scenario for this in either the business event or the automaton schedule.


Thank you for helping!

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Best answer by manikantad18 9 November 2022, 13:17

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Permanent Newb, don't let the posts fool you.

3 replies

J
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You are correct - use a Business Event.  Drive the business event using a Generic Inquiry (this contains the iterations of the report parameters).  The BE can be triggered by a schedule.

Jeffrey Patch
manikantad18
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Hi @Michael Hansen Could you please share the Report so that I can check and help you to set the Business events or follow the below article to set up https://www.crestwood.com/2020/05/18/using-business-events-with-report-attachments-in-acumatica/

Thanks

Acumatica Functional Consultant
Michaelh
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Thank you @manikantad18 Your link looks to be the perfect answer to my issue! I’ll follow-up if I hit a wall :D

Permanent Newb, don't let the posts fool you.

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