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How to send reports to email automatically (periodically) from business central?

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Posted on by Revathi.T

Hi,

My requirement is to send Reports like Aged Report for Customer, Trial Balance in Chart of Accounts to Email automatically from business central. I referred some documents and videos regarding it. Through 'schedule to' i am able to send reports to /Report Inbox/ in the Business Central role center. I also used /Job Queue Entries/ to schedule the report. I am able to achieve it till the Report Inbox. But i cant able to send reports through email as a pdf document, even though I changed my settings in the printer management.

I also attached the referred documents and videos. Please guide me to proceed further to complete this task.

Auto Send Reports in Dynamics 365 Business Central | Western Computer - YouTube

Two Ways to Schedule Reports in Business Central (innovia.com)

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Dynamics 365 Business Central

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Inge M. Bruvik Moderator on at

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Out of the box you can not achieve this simply through configuration you will have to write some AL code as well to get a good solution to this.

Are you familiar with programming in AL?

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MahGah on at

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If you are in USA/UK/Aust then I suggest you use below free app. It makes it a lot easier. I have tried those method and without a success (as many mentioned in video comments)

https://appsource.microsoft.com/en-us/product/DynamicsBC/PUBID.canarys_automation%7CAID.canarys_mail_utility%7CPAPPID.2edd7224-5609-4939-b317-8379086daf53

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Govinda Kumar Moderator on at

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You cannot send reports to email through job queue entries when using Business Central Online. You might be experiencing that error.

So I think you have two options.. first, you can utilize the universal printer feature.. or else you can do the customization that I recently developed to enable this functionality in BC online..
Regards

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YUN ZHU Super User 2025 Season 2 on at

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Hi, as mentioned by the two experts above, this requires customization.

And hope the following helps.

https://simplanova.com/blog/dynamics-365-business-central-email-and-email-message-basics/

Thanks.

ZHU

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