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December 29, 2021

How-To Schedule the Automatic Email of a Dynamics GP Report

A key feature of the reporting tool within Microsoft Dynamics Great Plains (GP), is known as SSRS, SQL Server Reporting Services, it has the ability to send out important reports on a timely basis. This means that admin users can automate their SSRS to send reports directly to key personnel through subscriptions. By managing these subscriptions, you can customize who gets sent which reports, the method of delivery, and the frequency.

If you have SSRS, follow the steps below to manage your subscriptions. If you would like to learn more about Dynamics GP or set up SSRS capabilities, schedule a free consultation to chat with one of our experts.

Steps:

  1. Login to SSRS.
  2. Click on the Report for which you would like to set up an email subscription.
  3. Manage the report by clicking on Subscriptions > New Subscriptions.
  4. Edit Schedule – make sure to add any details you need for the email subscription.
  5. Create subscription.

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