Method Community

Can you confirm if it is possible to send any report, based on any table from any screen? Or does the report have to based on the same table that the screen is using for the report to generate successfully?

I am trying to generate an estimate report from within a screen based on the activity table. The email is sendng but no report is attached.

Hi andy,

You can utilize the Generate Report action on any screen to pull data from wherever needed; what matters is that the report being selected is based off the table(s) you wish to retrieve the information from.

Please advise how you're emailing the report and provide a screenshot of your actions if possible.

- Ashur

Additionally, have you manually run the Generate Report action to ensure the report actually generates with the correct information showing?

- Ashur

Fantastic thanks. Must be an error in my actions.