Method Community

Hello.  I have a scheduled QB Report called Open POs.  I'd like to have this report automatically refresh daily and email to 2 separate email addresses.  is this possible?  Or is it possible to email to at least 1 address automatically?   Can someone walk me through the steps.  Thanks!

Hello David,

   Unfortunately,  Method does not have a timer or auto-action that you can use to send out automatic reports every day.  There has to be a user action to start any process in Method. This can be either a click of a button or change in a field.  There are certainly ways to send it to multiple email addresses.  One being separating the email addresses with a ';' in the Email To: box of the Send Email function.

Greg