Export to Excel and send via email task?

sixdollarshirt · 06-26-2009, 12:05 PM

I finally have all of my reports running fine and an email notification with the report in the body of the email is successfully being sent when the report is run. I was asked by management if the reports and emails could be configured to create an Excel spreadsheet and send that. I don't know if this is possible as I haven't been able to find much about it online.

Does anyone know if this is possible and if so, where I might start looking for get a grasp of how it should be done?

Thanks in advance for your help. I appreciate your time.

Brandon · 06-26-2009, 03:47 PM

I would just do the %Results% in the email like it sounds you already are, then in addition put the link to run the report. Then show management how to click the copy icon and they can paste it into excel if they want. There is no native way to do this with an attachment.

This may be different with NS7, but definately not in NS6.

sixdollarshirt · 06-26-2009, 04:02 PM

Thanks Brandon. I was kind of hoping that was the answer.

seabrig29 · 06-26-2009, 04:38 PM

what I do is run a data source and data import/export rule which can be done on a schedule, which will run against a report into a csv file which will be opened by excel. Just another way of doing something I guess.

sixdollarshirt · 06-26-2009, 04:41 PM

Quote:

Originally Posted by seabrig29

what I do is run a data source and data import/export rule which can be done on a schedule, which will run against a report into a csv file which will be opened by excel. Just another way of doing something I guess.

Can you explain this in more detail please? I'm not familiar with this.

sixdollarshirt · 06-29-2009, 12:29 PM

Quote:

Originally Posted by Brandon

I would just do the %Results% in the email like it sounds you already are, then in addition put the link to run the report. Then show management how to click the copy icon and they can paste it into excel if they want. There is no native way to do this with an attachment.

This may be different with NS7, but definately not in NS6.

Brandon,
I actually only have a link to the report in the email. I don't see where I can put %results% in the email in the Notification Policy I created. Where do I find that as this would be the best result at this point.

Thanks again for your help. I truly appreciate it.

sixdollarshirt · 06-29-2009, 12:35 PM

Nevermind...for some reason I was missing the "message" textarea. I deleted the old policy and created a new one and it was there. Thanks for your help again.