Today's topic is automation and integration.
How to send a report over the e-mail?
First let's choose a report we want to send, lets take Aged AR:
Then we can use a Send button on top to manually send it over e-mail. It works fine for one-time send.
Then enter e-mail address into mailer screen:
Resulting e-mail will get delivered into recipient mail box.
What if we want to schedule printing of this report every morning for a list or recipients, like our AR department. Then we have to go back to report and:
1. Create a template with specifying address to send:
2. Choose this template from the list and click "Schedule template":
3. Set up a schedule for sending at particular time/date/event:
Then at that time we will get an e-mail with report:
All the best,