RE: Email PDF Results, currently not emailing all results, why?

I have a need to email out a Sales Recap on a daily basis to about 17 different Sales Reps. I have all my saved searches created, they are displaying the correct results, but when it comes down to emailing it out at 4AM it is only emailing a percentage of their delivered orders for the day.

When i go back to the search and display results it’s all there. When I manually generate a PDF, it looks great. But why does it not email all the results when it is scheduled?

I found out that if it’s taking too long to pull the search it will quit and move on to the next scheduled search so I added extra time in between each scheduled search. I first tried 5 minutes, then tried 10 minutes apart, and it is still not emailing all the results.

Any suggestions?

Edit: No matter what format i choose (PDF, CSV, Email body) the results are capped. The largest single sales rep report could be up to 1000 lines but the average is anywhere from 100-500 lines on any day.

SuiteLyfe Rookie Asked on September 10, 2019 in Saved Searches.
Add Comment
4 Answers

The first thing to do is to verify what is different between the manual execution and the scheduled.

As I can only judge by the information you provided, the information that sticks out would be the timing in which the Saved Searches are sending out the email. Do you have any criteria based on the date?

Rookie Answered on September 10, 2019.

Hi! Thanks so much for your answer. Here’s my criteria:

RE: Email PDF Results, currently not emailing all results, why?

on September 10, 2019.

It’s a pleasure.

As you can see, the Ship Date is going to be inaccurate at 4 AM server time.

In this specific use-case, you would want to select Yesterday.

on September 10, 2019.

So no, the search is mailed out at 4am for orders shipping on the same day. So at 4am the ship date would be set to TODAY for today’s deliveries.

on September 10, 2019.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.