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 to a specified user.
Step Name | Tool | What it does |
Daily Schedule | Event: Schedule | Determines how frequently the task is to run. |
Retrieve Information | Input: Database Query (ODBC) | Reads the database of a business system to find details to map to parameters in the report. |
Run Sage 50/200 Report | Format: Run Sage 50/200 Report | Uses data obtained by the database query and presents it in the report. One report is generated for each row of the recordset at task runtime. |
Send Report | Output: Send Email (SMTP) | Sends an email containing the report Sending an email |
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