General Consultant Discussion

Anyone have idea of how to automate the emailing of a Standard Report (Custom setting) from inside SAGE. I see the task scheduler can print it but wondering if there is a creative way to email it? @Sage100UrgentSupportNeeded

Can you save it as a PDF through task scheduler? If so, then could use alerts to email it.

I would likely use Visual Cut to email it. this is a possibility...

With Premium, you could create a SQL View in the shape of the report's work table, then run it directly in Visual Cut (without completely redeveloping the report).

:( not premium!! but very creative!!

Depending on the data, script sync to a SQL Express temp database (linked server...), then do the View from there.

@JeffSchwenk you could run most all reports using VBS/scripts given the proper logic so it could be fired out like that or Sage alerts and workflow could be used and create the report using non work tables and just schedule that to run (much easier). the issue with the VBS method i would think it would be difficult to predict the file name, since it would use paperless, to schedule the email or am I wrong?

It all comes down to what tools do you have in your bag of helpful gadgets.

With @JeffSchwenk's Pass Through Queries (TM Pending) you could shape the reports worktable in Access and use Visual Cut to generate and send the report. We do the same thing with Knowledge Sync.