How to send reports automatically based on a schedule

DarknessDarkness Bookkeeper

How to send reports automatically based on a schedule

Anybody know how to schedule reports to email out automatically on a schedule? I would like to send inventory reports to our sales team every Monday morning.

Answers

  • ZachZach Business Process Manager
    edited January 16

    If you are looking for a query then use this:

    SELECT T0.[ItemCode]
    , T1.[ItemName]
    , T0.[OnHand] AS "On the Floor"
    , T0.[IsCommited] AS "Committed"
    , T0.[OnOrder] AS "Planned Production"
    , T0.[OnHand]- T0.[IsCommited]+ T0.[OnOrder] AS "Available to Sell"

    FROM OITW T0
    INNER JOIN OITM T1 ON T0.[ItemCode] = T1.[ItemCode]

    WHERE (T0.[OnHand] <> 0 OR T0.[IsCommited] <> 0 OR T0.[OnOrder] <> 0)
    AND T1.[U_ORC_BE_ProcessType] = 'Packaging'

    Then you can follow this tutorial how to set up the alert using the query I posted above.

    Hope this helps!

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