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Monthly Notification if NO records are found

  • 1.  Monthly Notification if NO records are found

    Posted 10-11-2018 16:02
    I'd like to send out a notification if no new records have been added for a given month.  For example if we have not received a payment from a customer for a particular month how can I send a notification (when there is no trigger)?  Thank you in advance for any suggestions.


  • 2.  RE: Monthly Notification if NO records are found

    Posted 10-11-2018 16:40
    You will need to create a summary field on a Parent table for # of records added "During the Previous month". 

    Then run a subscription report on the 1st of the month on a report were the filter is that count = 0.


  • 3.  RE: Monthly Notification if NO records are found

    Posted 10-11-2018 19:32

    Thank you that did the trick!