Showing posts with label automate. Show all posts
Showing posts with label automate. Show all posts

Monday, March 26, 2012

Emailing Report

I need to export a view into excel and mail to my manager daily morning. Is there a way i can automate this process. I know how to convert view to excel but i need a better solution to automate this process with emailing to my mgr. Please suggest a better approach of doing this.

Thanks,

The send mail task accepts the use of file attachments.

You are using SSIS, right?|||Or you might want to consider Reporting Services for this.|||

Thats true but how; Firstly i need to convert view to excel and then send excel sheet as attachment in email. Could you pls. explain how i could do this. I am a newbie.

Thanks

|||

If you are going to use SSIS, create a new package, add a data flow task with an OLEDB source that retrieves the view. Add an Excel destination to the data flow to capture the results. Back in the control flow, add a Send Mail task to send the email.

If you want to do it in Reporting Services, post your question in the RS forum (http://forums.microsoft.com/MSDN/ShowForum.aspx?ForumID=82&SiteID=1) and I'll answer it there. Smile

Sunday, March 11, 2012

E-mail custom reports to different users

Does anyone know whats the best way to automate the e-mailing of
reports (say at the end of every month) to a list of people based on a
certian criteria for each report.
We have different sales people and we want to automate thier sales
comission report that needs to be generated and e-mailed to them (at
the end of every month) . We use thier "sales id" to query the
datbase and compile the report, so every sales person will have a
dfferent report.
Is there any suggestions to do this in one process instead of running
individual reports and e-mailing it to them seperately.
TIA
ChuckData driven subscriptions are what you are looking for. Information can be
found here:
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/RSPORTAL/HTM/rs_gts_portal_3vqd.asp
--
-Daniel
This posting is provided "AS IS" with no warranties, and confers no rights.
"Chuck" <chuck@.yeshcom.com> wrote in message
news:a4000eeb.0409011253.4429edee@.posting.google.com...
> Does anyone know whats the best way to automate the e-mailing of
> reports (say at the end of every month) to a list of people based on a
> certian criteria for each report.
> We have different sales people and we want to automate thier sales
> comission report that needs to be generated and e-mailed to them (at
> the end of every month) . We use thier "sales id" to query the
> datbase and compile the report, so every sales person will have a
> dfferent report.
> Is there any suggestions to do this in one process instead of running
> individual reports and e-mailing it to them seperately.
> TIA
> Chuck

Friday, March 9, 2012

email

I would like to automate a report to be emailed to an email address.
When viewing the report, clicked on new subscription.
In the subscription window what options should there be for Delievered By: ?
I currently have: Report Server File Share in the drop down. Should there be other entries in the list too?
ThanksChange to Report Server Email and make sure that the report server is configured for Email Delivery.

email

I would like to automate a report to be emailed to an email address.
When viewing the report, clicked on new subscription.
In the subscription window what options should there be for Delievered By: ?
I currently have: Report Server File Share in the drop down. Should there be
other entries in the list too?
Thanksyes , you should have 'report serve email ' option too- if you dont, its
because you didnt choose the option at installation time to install SMTP
service.
"farshad" <farshad@.discussions.microsoft.com> wrote in message
news:91C6988E-808B-4049-AFA1-3B7A793F0220@.microsoft.com...
>I would like to automate a report to be emailed to an email address.
> When viewing the report, clicked on new subscription.
> In the subscription window what options should there be for Delievered By:
> ?
> I currently have: Report Server File Share in the drop down. Should there
> be
> other entries in the list too?
> Thanks|||How can I add this option whithout affecting the present instal/settings
please?
"Immy" wrote:
> yes , you should have 'report serve email ' option too- if you dont, its
> because you didnt choose the option at installation time to install SMTP
> service.
> "farshad" <farshad@.discussions.microsoft.com> wrote in message
> news:91C6988E-808B-4049-AFA1-3B7A793F0220@.microsoft.com...
> >I would like to automate a report to be emailed to an email address.
> > When viewing the report, clicked on new subscription.
> > In the subscription window what options should there be for Delievered By:
> > ?
> > I currently have: Report Server File Share in the drop down. Should there
> > be
> > other entries in the list too?
> > Thanks
>
>|||Hello again,
I do not remember seeing the SMTP option during the install.
Please note I am using SSRS 2005. The email we use is loyus notes.
Any thoughts pls?
Thanks
"Immy" wrote:
> yes , you should have 'report serve email ' option too- if you dont, its
> because you didnt choose the option at installation time to install SMTP
> service.
> "farshad" <farshad@.discussions.microsoft.com> wrote in message
> news:91C6988E-808B-4049-AFA1-3B7A793F0220@.microsoft.com...
> >I would like to automate a report to be emailed to an email address.
> > When viewing the report, clicked on new subscription.
> > In the subscription window what options should there be for Delievered By:
> > ?
> > I currently have: Report Server File Share in the drop down. Should there
> > be
> > other entries in the list too?
> > Thanks
>
>|||OK farshad, in RS2000 you have the option at installation time. For 2005 you
need to use the configuration tool.
See link below for steps:
http://msdn2.microsoft.com/en-us/library/ms159155.aspx
Immy
"farshad" <farshad@.discussions.microsoft.com> wrote in message
news:D25E292B-6886-4B0D-AD51-A518AF50BCA8@.microsoft.com...
> Hello again,
> I do not remember seeing the SMTP option during the install.
> Please note I am using SSRS 2005. The email we use is loyus notes.
> Any thoughts pls?
> Thanks
> "Immy" wrote:
>> yes , you should have 'report serve email ' option too- if you dont, its
>> because you didnt choose the option at installation time to install SMTP
>> service.
>> "farshad" <farshad@.discussions.microsoft.com> wrote in message
>> news:91C6988E-808B-4049-AFA1-3B7A793F0220@.microsoft.com...
>> >I would like to automate a report to be emailed to an email address.
>> > When viewing the report, clicked on new subscription.
>> > In the subscription window what options should there be for Delievered
>> > By:
>> > ?
>> > I currently have: Report Server File Share in the drop down. Should
>> > there
>> > be
>> > other entries in the list too?
>> > Thanks
>>