Automated Email Report

Yahoo Archive
1
I'm distributing reports like this (Orders entered yesterday, Job Changes, Shipments, etc.) from Vantage 6.1 using Report Builder or Progress Procedures and AutoRpts. (Been rewriting the Report Builder stuff as Progress Procedures in preparation to moving to Vantage 8.x) Approx. 30 different reports a day are distributed to several different people and additional reports are run weekly and monthly/fiscal. It has worked quite well for us and by using HTML formatting, I can highlight critical information on the reports so it stands out.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of bbelzer42
Sent: Friday, May 30, 2008 1:31 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Automated Email Report



Hello,

I am looking for an easy way to have an email sent to me every day
with (as a simple example) orders entered on the previous day.

I have a query in excel that I refresh daily, but instead I'd like it
to be automated and sent to my inbox.

Does anyone have a simple answer? I've looked all over for software
to do this. Something that could take my .dqy query file from excel,
run it at a scheduled time and send an html version would be perfect.
There's got to be something easy...

Thanks in advance!
Ben







[Non-text portions of this message have been removed]
2
Hello,

I am looking for an easy way to have an email sent to me every day
with (as a simple example) orders entered on the previous day.

I have a query in excel that I refresh daily, but instead I'd like it
to be automated and sent to my inbox.

Does anyone have a simple answer? I've looked all over for software
to do this. Something that could take my .dqy query file from excel,
run it at a scheduled time and send an html version would be perfect.
There's got to be something easy...

Thanks in advance!
Ben
3
I use the free Logicity (www.logicitysuite.com) program to schedule the production and emailing of various Crystal Reports.

For the Crystal Report I would use a filter like OrderHed.OrderDate = (CurrentDate-1) - assuming the report was run after midnight - so that no parameters are needed.

Logicity then allows the creation of multiple action groups. Each report can be Viewed/Emailed (to multiple users)/Printed or Saved. The action group is then scheduled using Windows Task Scheduler.

The reports can't be emailed in HTML format though - only PDF/RPT/XLS/DOC/RTF/CSV/TXT.

I find it all works very well and I use it to automatically email Sales and Stock reports daily/weekly and monthly.


Hope that helps,

Nigel.



________________________________

From: vantage@yahoogroups.com on behalf of bbelzer42
Sent: Fri 30/05/2008 19:30
To: vantage@yahoogroups.com
Subject: [Vantage] Automated Email Report



Hello,

I am looking for an easy way to have an email sent to me every day
with (as a simple example) orders entered on the previous day.

I have a query in excel that I refresh daily, but instead I'd like it
to be automated and sent to my inbox.

Does anyone have a simple answer? I've looked all over for software
to do this. Something that could take my .dqy query file from excel,
run it at a scheduled time and send an html version would be perfect.
There's got to be something easy...

Thanks in advance!
Ben







----------

I use the free Logicity (www.logicitysuite.com) program to schedule the production and emailing of various Crystal Reports.

For the Crystal Report I would use a filter like OrderHed.OrderDate = (CurrentDate-1) - assuming the report was run after midnight - so that no parameters are needed.

Logicity then allows the creation of multiple action groups. Each report can be Viewed/Emailed (to multiple users)/Printed or Saved. The action group is then scheduled using Windows Task Scheduler.

The reports can't be emailed in HTML format though - only PDF/RPT/XLS/DOC/RTF/CSV/TXT.

I find it all works very well and I use it to automatically email Sales and Stock reports daily/weekly and monthly.


Hope that helps,

Nigel.



________________________________

From: vantage@yahoogroups.com on behalf of bbelzer42
Sent: Fri 30/05/2008 19:30
To: vantage@yahoogroups.com
Subject: [Vantage] Automated Email Report



Hello,

I am looking for an easy way to have an email sent to me every day
with (as a simple example) orders entered on the previous day.

I have a query in excel that I refresh daily, but instead I'd like it
to be automated and sent to my inbox.

Does anyone have a simple answer? I've looked all over for software
to do this. Something that could take my .dqy query file from excel,
run it at a scheduled time and send an html version would be perfect.
There's got to be something easy...

Thanks in advance!
Ben








[Non-text portions of this message have been removed]