Report & Document Automation

Related Articles

Building a task that uploads a file to an FTP Server

This example task uses the File Management Tool to upload a file to an FTP server for viewing by a user. The task is scheduled to run on a regular basis. It queries a database system to obtain the current status of database records…

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BPA-8359

Building a task that sends a Sage 50/200 Report by email

This example shows a task that automates the running of a Sage 50 or Sage 200 Report. The task runs regularly based on a schedule, it queries the database of a database system, runs a Sage 50/200 report and sends the report via email…

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BPA-8311

Building a task that sends a Microsoft Word Document created by using merge fields

This example will create a task that automates the creation of single or multiple MS Word documents using merge data. The task runs regularly based on a schedule, it queries the database of a database system, creates a Word document by mapping data from…

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BPA-8303

Building a task that sends a Crystal Report by email

This example will create a task that automates the running of Crystal Reports. The task runs regularly based on a schedule, it queries the database of a database system, runs a Crystal Report and sends the report via email to a specified user. This…

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BPA-8222

Building a task that sends a Microsoft Reporting Services Report by email

This example will create a task that automates the running of a Microsoft Reporting Services Report. The task runs regularly based on a schedule, it queries the database of a database system, runs a Reporting Services Report and sends the report via email to…

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BPA-8237