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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 to a specified user.


Step NameToolWhat it does
Daily ScheduleEvent: ScheduleDetermines how frequently the task is to run.

Scheduling a Task

Retrieve InformationInput: Database Query (ODBC)Reads the database of a business system to find details to map to parameters in the report.

Querying a database

Run Sage 50/200 ReportFormat: Run Sage 50/200 ReportUses 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.

Running a Sage 50/200 Report

Send ReportOutput: Send Email (SMTP)Sends an email containing the report
Sending an email

To read about designing other task see:

Task Design