I have an end of month process set with several different reports. I am wanting to have those reports set to email. I know you can click the three dots (…) and select Send By Email, but how do I get that into the process set? We do not have print routing. Unfortunately.
Have you looked in to the SSRS Breaking/Routing? i would use the classic view. But this may help you. I have used this before to email reports to people.
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Yeah, my company doesn’t have that at the moment. Was hoping for a workaround.
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my only other thought would be a BPM but I am not sure if that would really work.
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Don’t think you need advanced routing. Created a Monthend task in System Agent, then went through all the reports we wanted to schedule. Selected our critieria, set them as Recurring under the Advanced tab (and selected the Monthend task to add it to), then did the Send By Email setup and clicked the gear to “submit the process” (save it to the Agent task list). Tip - set up one or more group mail addresses so you can easily add/change/delete report receivers without having to rework your scheduled tasks.
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Nice! I was thinking something similar, but didn’t know if it would work. We need these reports to run one after the other. Your process seems like that would be the case. Going to test this out! thanks!
We just run ours all in one task…stock status (x4 sites), AR aging, AP aging, AP received not invoiced, WIP. They run offhours and after the CaptureCOSWIP process so no interference or late “surprises”.
Lastly, but a little off topic. The person who created the Process set is no longer with us. Is it possible to change who ruins the process set? Or do we need to recreate it?
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I don’t think you can change once scheduled. We ran into the same situation here with one set of System Agent tasks…so we left the user profile active and simply changed the password.
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Always best to set these types of scheduled tasks against the manager user account. Or some other service account that is setup in Epicor for that purpose. Then you don’t run into those “And the user left…” scenarios.
As far as sending the emails and not using routing, I have seen instances you set up using the email method and you get nothing delivered, even though the report was generated.
Scheduling everything in an process set also helps to keep these sorts of things all together and running either all at once or one after another depending how the process set is configured.
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