While you are getting your morning coffee, you would like to see a report of critical items, stock shortages, overdue customers, internal activities, etc. … and in HTML format.
With Acumatica, this schedule is very easy to create and modify (once the report is built). Below is an example using the “Daily Activity Summary” report I created.
- Go to the report just as if you were going to run it. Fill in the email information and click Save Template, giving your template a name.
- Click Schedule Template. The schedule will automatically be pre-filled with the necessary Conditions. Set a timing for the schedule in the Dates and Hours tab and click save…
… And you’re done! The report will automatically be sent to email at the designated time like so:
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