Emailing Reports to Users on a Business Event

OTM can automatically generate a report and email it as an attachment when a business event occurs. The example below shows how to send a custom report to the user who created a purchase order when a shipment tender is accepted.

Step 1 — Create a Report Set:

Business Process Automation > Reporting > Report Manager > Report Set Manager

Create a Report Set and include your report. You may add multiple reports to the Report Set as required.