There is no GP Smartlist or Smartlist Builder feature available for this. Alternatively many use the MSDB SQL sp_send_dbmail stored procedure to send scheduled CSV files to mail Recipients using the same SQL Views as used or created for Smartlist. I think Refreshable Excel Reports may also be an option but we have dbmail for 20 years and it works just fine once configured.
------------------------------
Thaddeus Suter
Retus, Inc
HELOTES TX
------------------------------
Original Message:
Sent: Jul 19, 2022 03:44 PM
From: Amanda Pezewski
Subject: Reoccurring Smartlists
Hello Everyone,
Does Microsoft Dynamics have a feature to run daily smartlists and save them to a file? I've found that you can run trial balances daily with My Reports so I was wondering if there is something similar to pull data from smartlists.
Thank you!
------------------------------
Amanda Pezewski
Prevea Health, Inc.
Green Bay WI
------------------------------