Sage 100

Exporting and emailing Excel spreadsheets. Why is it that everyone thinks Sales Reports should be in Excel? Anyway, because this client assigns Sales Rep at the Ship To level, I've had to create Sales by Customer/Item by period in Access. No problem there but the only way I can figure to email and burst this by rep is Visual Cut, meaning my next step is Crystal. So it's Sage to Access to Crystal to Excel. Any shortcut ideas?

Vivid Reports Flex (http://www.vividreports.com/vivid-reports-flex-bi/) could burst from Excel, but it's much pricier than Visual Cut.

Sage Intelligence?

I use Sage Intelligence for this. You can create a pivot table on separate tabs for each salesperson and only e-mail the specific tab to each salesperson.

If your Access table is close to the format of a Sage work table, you can use that report as a base (adding parameters / filters as necessary) for use with Visual Cut.

@KevinMoyes I'm not sure I understand. Are you saying the Access table can be the source in Visual Cut? I thought I had to create a Crystal report with the burst info in Group 1 Header.

Yes, that is how bursting works in VC. Data source for a VC report just needs to be ODBC. Access, Providex, SQL... anything. I suggested using a Sage report as a starting point (modify a copy) if your Access table is similar in structure to a work table to save on report development time. Then add grouping to the report (as required by VC), and the filters (date parameters...). I've done something similar with a SQL view to use a highly modified invoice form to burst through Visual Cut without redeveloping the report from scratch.

Dang. I was hoping I missed something and could skip the Crystal step. I understand what you're suggesting but designing the Crystal report will be easy enough. It's just all the moving parts that concerned me.

It is not a lot of code to burst, bundle then email directly from MS Excel with MS Access/SOTAMAS90 as the backend. If you know the MS Access query editor you may find it, as I have, better than Crystal for building all levels of reports. MS Excel works well as the front end for emailing flat tables, pivot tables and charts.