From BAQ to Email: Automatically

So, we have a little BAQ with some basic info for a customer we’d like to send via email, automatically everyday at 6pm. This is where I get a little fuzzy on the b est way of doing this. Any ideas?

  1. Make it a BAQ report.
  2. “Print” the report, (just bring up the print window. You can do this in the BAQ Report Maintenance)
  3. Set the format for the reports attachment (PDF, Excel, etc…)
  4. Select a schedule, and mark the “Recurring” checkbox
  5. Select the email tool
  6. Enter the info in the email dialog
  7. click ok.

The email is now scheduled to run using the schedule selected, and will send the email at that time, and reschdule it to keep happening.

Search on here to find a more detailed description I’ve posted before.

5 Likes

Thanks! I didn’t know about that! Much appreciated!

1 Like