How to send a daily email?

jallensignum · April 30, 2026, 3:22pm

I have created a Daily shipping report BAQ.
I am having trouble find a way to have that report ran everyday to ship out the previous days shipping activities.

I have created the BAQ(Maybe I didnt set the Table Creiteria correctly, idk.

I created a Daily schedule through System Agent

I used the BAQ report designer to set list and option fields.

I do not see anywhere were I can extract it via Excel and then get it emailed to any email I’d like. What am I missing and is there an easier way to do this?

Dragos · April 30, 2026, 3:29pm

We use the APR module for that. In the Report Style screen, there’s a tab called ‘SSRS Breaking and Routing’ where you can configure it.

Randy · April 30, 2026, 3:31pm

You need a daily taskset in System Agent then you can submit the print to the task. Could also use a process set if you want to get fancy about it.

Randy · April 30, 2026, 3:39pm

Setup System Agent with a task if you don’t already have one that’ll meet your needs:

Then when you go to print the BAQ Report, set the Schedule, mark Recurring, set an Archive period, enter a Description (optional but suggested), set the Output Format, and Click on the Email then setup the email template:

jallensignum · April 30, 2026, 4:22pm

Thank you Randy, very helpful, but how do I pick my Daily Shipping Report from the stock status report screen? I can only see parts/warehouse report options, not shipping.

Randy · April 30, 2026, 4:32pm

I was just using an example print form, you’ll have to use your actual print form as I don’t have your report.

MiguelS · May 6, 2026, 2:33pm

I am no programmer, but I did it by creating the query, using the BAQ Export process on a task and saved it on the server.

Then on the server, I have a powershell script that is triggered by Windows Task Scheduler Manager. Works for me

utaylor · May 6, 2026, 3:20pm

Nice Randy!

utaylor · May 6, 2026, 3:23pm

There are many ways to do it and yours is certainly one of them. The only concern I’d have with that is there’s no way to get Epicor support to step in and help the end user if you’re not there.

If a user brings up to Epicor support that they didn’t receive their daily report, they won’t know where to look. If you would have published a BAQ report or a Report linked to your BAQ as an RDD with parameters, you could have scheduled it natively within Epicor as Randy had mentioned and if it errored out, Epicor support would have a better idea of what happened because you built it all within the Epicor ecosystem whereas you leveraged windows task scheduler to run ps code- which is still something Epicor supports, but much harder for them to troubleshoot if it ends up being something windows/server related that prevented the task from running.

Thank you so much for sharing your solution with the forum, it helps to know all the different ways you can do this just in case another person needs it! Full disclosure I forgot that utility even existed, super cool to learn about it again @MiguelS !

klincecum · May 6, 2026, 3:54pm

You let your users file tickets with Epicor support?

utaylor · May 6, 2026, 4:33pm

No… BUT… It’s more for “anyone that comes after” I guess- if you can do it within the box, why not do it- easier for other agents to diagnose. But if you document well, you’re good either way. I’m nitpicking @MiguelS ! It’s whatever works for the given company!