Scheduling AP Received not Invoiced report

Kinetic ERP
1

We have a request to schedule and email the AP Received not Invoiced report at the end of each month.
The issue I see with this is that by default, the report selects the entire year for the Receipt Date From, and To dates.
From previous experience, when scheduling anything with a date range, you need to use dynamic options in order for them to change with the report. What I am seeing is that there is no option for Start or End of year, or Fiscal Year.
I brought this up with Support and they suggested using the month dynamic filter, or to contact Professional services for a solution.

Has anyone delt with a situation like this?

Note that I have already tried leaving the date fields blank to see if it runs wide open, but that returns an error.

2

Provided that you have the correct fields set up, this is very easy to do.

However based on your scenario, this is what i would do…

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For the FROM date enter 01/01/YYYY , on the TO date 12/31/YYYY (unless you are on a fiscal year, then use those dates accordingly).

Under the schedule choose the period you want the report to run, then make sure the “RECURRING” checkbox is checked.

Once you have all you fields updated, then click the email button.

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When the SSRS Email window opens…
THIS IS IMPORTANT!!!

Make sure to update your attachment type to match the output format of your report , then enter the email addresses.

and finally click ok.

My suggestion is to test the email function to yourself and another co-worker/supervisor and run the reports as you normally would, before setting this up.

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3

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Just got done doing a lot of this for monthend due to some recent personnel changes…seems to work pretty well.

Additional tip - use an internal distribution group address for the emails (i.e. “monthend@yourdomain-dot-com”) so if you have personnel changes, you can just edit the distro group in 365 (or whatever you use) instead of needing to edit/rerecord the scheduled task.

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