Report scheduling

[Former Member]

Hi,

We are using SAP business one 8.82.

Is it possible to scheduling  and emailing standard SAP business one reports or Query based report with input criteria?

Thanks,

Arpit

[K_Pauquet]

Hi Arpit,

at present it is not possible to use the report scheduler with reports that require criteria input.

As a workaround you could modify the user query to use static criteria with the best fit.

All the best,

Kerstin

[former_member186095]

Hi,

here is the step and prerequisite to schedule the report:

Prerequisites:

1. The query does not contain any parameters that require manual input.
2. The query is linked to a print layout template.
3. You have full authorization for the report scheduling functionality. To grant authorization to a regular user, from the SAP Business One main menu, choose Administration → System Initialization → Authorizations → General Authorizations.
4. If you wish to visualize the report output in pdf format, it is necessary that Adobe Acrobat is installed.
5. The SBO Mailer is correctly configured to cater for the sending of the output files.

Scenario

1. Click on the query manager icon or go to Menu ->Tools->Queries-> Query Manager.
2. Click on the name of the query you wish to schedule to select it

Expected Result:

1. Click on the button Schedule.
2. The Report Execution Scheduler windows open.
3. Enter all required information, including the recipient(s) of the output file and click on Add.
4. Go to Menu->Tools->Scheduled Report Overview.
5. The window Scheduled Report Overview opens displaying the list of reports that are scheduled for automatic execution & their status. The triangle indicates that more data on a report is available. To view, either click on the triangle or click on the Expand button.
6. To see the details of a particular report, double-click on the Report Title to open the Report Execution Scheduler window. To visualize the output file, click on the format icon.

To send the report through e-mail, you can use SBO mailer or outlook integration.

Rgds,

JiM