Auto Email Report
How to use Auto Email Report in Email & Notifications: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain sending and receiving configuration, templates and notification rules. Check sender identity and delivery before enabling automatic notifications. Never place mailbox passwords or service keys in documentation or public fields.
This page is a record page in System Admin → Email & Notifications. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Report, Based on Permissions For User, Email To, Frequency, Format.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Auto Email Report from System Admin → Email & Notifications, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Reportreport | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Report |
Based on Permissions For Useruser | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Enabledenabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Report Typereport_type | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Send only if there is any datasend_if_data | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Only Send Records Updated in Last X Hoursdata_modified_till | Int Optional | Zero means send records updated at anytime |
No of Rows (Max 500)no_of_rows | Int Optional | Enter a whole-number value. |
From Date Fieldfrom_date_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
To Date Fieldto_date_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Perioddynamic_date_period | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Use First Day of Perioduse_first_day_of_period | Check Optional | To begin the date range at the start of the chosen period. For example, if 'Year' is selected as the period, the report will start from January 1st of the current year. |
Email Toemail_to | Small Text Required | For multiple addresses, enter the address on different line. e.g. test@test.com ⏎ test1@test.com |
Day of Weekday_of_week | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Sendersender | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Account |
Frequencyfrequency | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Formatformat | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Messagedescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.