Add capability to include a confidentiality/custom message to Scheduled Reports

In Financial Edge NXT, when you set up a report to be sent on a schedule, it simply sends a plain vanilla email that says "Click the link to download the report 'Report Name': Download"

Since this link often links to a report that contains confidential information, it's best practice to include a confidentiality disclaimer in the email. This is especially important because the link does not require a user to login to access it.

This could be solved by allowing a custom message in the body of the email. This would cover the confidentiality statement and also enable including any notices about changes or updates to the current scheduled report that may be relevant.

  • Evan Greene
  • Nov 24 2025
  • No Status
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