Email Setup

This guide explains how to configure email delivery for Advanced Spreadsheets and Reporting's automated report distribution.

Overview

Email delivery allows you to:

Send generated reports directly to recipients
Attach reports in various formats (PDF, Excel, etc.)
Automate delivery schedules

Prerequisites

Before configuring email delivery:

Email Account: At least one email account must be set up in Business Central
Email Scenario: The app adds the Financial Reports Print email scenario
Connector: Any Business Central email connector must be working

Email Account Setup

Verify Email Accounts

Search for Email Accounts in Business Central
Verify you have at least one configured account
If not, set up an account following Business Central documentation

Supported Account Types

Any Business Central email connector works, for example:

Microsoft 365
Current User
SMTP

Email Scenario Configuration

Understanding Email Scenarios

Email scenarios in Business Central allow different features to use different email accounts. The app adds its own scenario.

The Financial Reports Print Scenario

The scenario is: Financial Reports Print

Assigning an Account to the Scenario

Search for Email Scenario Setup
Find Financial Reports Print in the list
Select the email account to use
Save the configuration

If not assigned, the default email account is used.

Configuring Print Jobs for Email

Basic Email Configuration

In your print job:

Field	Setting
Output	Email
Email	recipient@example.com
File Format	PDF (or other)

Email Field Details

Enter the full email address
For multiple recipients, separate the addresses with ;
The field holds up to 100 characters and is passed verbatim to the email message; use a distribution list for long recipient lists

File Format Considerations

Format	Email Attachment
PDF	`filename.pdf` with `application/pdf`
XLSX	`filename.xlsx` with `application/vnd.openxmlformats...`
DOCX	`filename.docx` with `application/msword`
HTML	`filename.html` with `application/html`
XML	`filename.xml` with `application/xml`

Email Content

Automatic Email Content

The email content is generated automatically:

Subject: [Financial Report Description] from [Company Name]

Example: "Monthly Income Statement from CRONUS International"

Body: See attached financial reports from [Company Name]

Attachment: Report file named: <Run ID>.<yyyy-mm-dd>-<yyyy-mm-dd>.<FORMAT>

Example: MonthlyPL.2024-01-01-2024-01-31.PDF

Customization

Currently, email content is not customizable through the UI. The format is standardized for consistency.

Testing Email Delivery

Manual Test

Create a print job with Output = Email
Enter your own email address
Filter the Print Jobs list so only this job is shown and click Manual Run All (Manual Run Single always downloads the file instead of emailing it)
Check your inbox

Troubleshooting Test Failures

If the test fails:

Check the message displayed ("Emailing to
failed")
Review email account configuration
Verify email scenario assignment
Check the Email Outbox and Sent Emails pages

Common Configurations

Daily Report to Manager

Run ID: DailyMgr
Financial Report: DAILY-KPI
From Date Formula: <-0D>
To Date Formula: <-0D>
Output: Email
Email: manager@company.com
File Format: PDF

Weekly Report to Team

Run ID: WeeklyTeam
Financial Report: WEEKLY-SALES
From Date Formula: <-1W>
To Date Formula: <-0D>
Output: Email
Email: salesteam@company.com
File Format: XLSX

Monthly Report to Executives

Run ID: MonthlyExec
Financial Report: MONTHLY-PL
From Date Formula: <-CM>
To Date Formula: <CM>
Output: Email
Email: cfo@company.com
File Format: PDF

Multiple Recipients

Option 1: Several Addresses in One Job

Separate the addresses with ; in the Email field (100 characters in total):

Email: cfo@company.com;ceo@company.com;controller@company.com

Option 2: Distribution List

Use an email distribution list:

Email: finance-team@company.com
(where finance-team is a distribution group)

Error Handling

Email Failures

If email delivery fails:

Interactive runs show the message "Emailing to [address] failed"; the run itself is not aborted
Scheduled runs (Job Queue) cannot show messages, so the Job Queue Log Entry records success even when the email failed
Check the Email Outbox (failed and pending emails) and Sent Emails pages to confirm delivery
Check email account is working
Verify recipient address is valid

Common Errors

Error	Cause	Solution
"Emailing to ... failed"	Account not configured or connector error	Set up the email account; check Email Outbox
No error but no email	Scheduled run failed silently, or scenario not assigned	Check Email Outbox / Sent Emails; assign the email scenario
Attachment missing	Report generation failed	Check report configuration

Best Practices

Recipients

Use Valid Addresses: Verify email addresses are correct
Distribution Lists: Use groups for multiple recipients
Test First: Send to yourself before production

Timing

Business Hours: Consider recipient time zones
Server Load: Avoid peak usage times
No Automatic Retry: An email failure does not fail the job, so the Job Queue will not retry it; monitor the Email Outbox

Format Selection

PDF for Viewing: Best for final reports
Excel for Analysis: When recipients need to manipulate data
HTML for Quick View: Lightweight, web-friendly

Security Considerations

Data Sensitivity

Reports may contain sensitive financial data
Ensure recipients are authorized
Consider encryption for highly sensitive reports

Email Account

Use dedicated service accounts
Follow organization's email security policies
Monitor for unauthorized use

Troubleshooting

No Email Sent

Verify email account is configured
Check email scenario assignment
Test email account directly
Review Email Outbox and Sent Emails (the Job Queue log shows success even when emailing failed)

Wrong Attachment

Verify file format setting
Check report configuration
Test with manual run

Email to Wrong Address

Verify print job email field
Check for typos
Update job configuration