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  • 1.  Sage Intelligence File Distrbution Dynamic File Name

    Posted 10-04-2024 12:33

    I swear I have done this in the past, but maybe it was a dream. I can't find an example or remember who I might have done this for. 

    In File Publish Distribution Instructions, is there not a way to configure the file name to include data from the workbook? (Like the period from the Settings sheet).



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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
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  • 2.  RE: Sage Intelligence File Distrbution Dynamic File Name

    Posted 10-05-2024 02:58

    When the report is run, got to Bi Tools, Select Instructions, move the name you set up under Manage Instructions over to the right and select the Worksheets To Send.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 3.  RE: Sage Intelligence File Distrbution Dynamic File Name

    Posted 10-06-2024 20:24

    With Sage Intelligence you can have cell references. you can pull in a particular cell or a range of cells from the excel worksheet. Cell references can be used in the body of the email, or in the to, CC or BCC and Subject of the email. When in the header line you should be able to insert by right-clicking and select the insert > Cell Reference. You should also be able to use it in other places of the distribution instructions like the file name.



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    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
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  • 4.  RE: Sage Intelligence File Distrbution Dynamic File Name

    Posted 10-07-2024 09:24

    The question is for File Distribution, not email. 

    Odd that file distribution doesn't have the ability to use cell references. 



    ------------------------------
    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
    ------------------------------



  • 5.  RE: Sage Intelligence File Distrbution Dynamic File Name

    Posted 10-07-2024 12:21

    If it isn't scheduled, I had gotten around this by creating my own VB Script (Macro) to do it. The customer had different sheets that were to be delivered to different locations that they wanted the date stamp included. This allowed folder with each week's file that was distributed.

    Not sure if you can get it to work as a scheduled task but I would think you could if you set it to run the macro as part of the generating of the report.



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    Todd Martin
    MBA Business Software
    https://www.mbabsi.com
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  • 6.  RE: Sage Intelligence File Distrbution Dynamic File Name

    Posted 10-07-2024 13:50

    Thanks, Todd. That's a likely solution and better than relying on a user to save the report received via email to the correct location. 



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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
    ------------------------------