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.
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4 Answers

There are also limits on the lines it will produce. I do believe it’s a pretty high number in the thousands so that might not be it but depends on how much data you are sending. Also the size of the PDF might also matter. Try and do a test send via CSV instead and see if it still caps it.

Rookie Answered on September 10, 2019.

Thank you for answering! Yes I meant to put this in the original question – i did try all the formats and it is doing the same thing no matter what. The largest sales rep report would be a max of 1000 lines but they usually come in anywhere from 50-500 lines on average.

on September 10, 2019.
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