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author's profile photo Former Member
Former Member

Automating Report Creation and Distribution in B1

I am creating a Sales Report for all Sales Reps. Management wants to break the report into separate PDFs, one for each Rep and email the reports to those reps. Is there a way to automate the whole process so one click will create the reports and email it.

Thanks for your help.

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    author's profile photo Former Member
    Former Member
    Posted on Jul 08, 2014 at 05:58 AM

    Hi,

    This can done using scheduling job and mailer of sql server.

    Regards,

    Prasad

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    • Former Member Former Member

      Hi,

      Till now i had tried above two instance which u have mentioned.

      i did nt find any better way to do this..

      if you want to go scheduling(i.e run on specific timely basis go for option 2)

      if you want go based on button clik or some event you can go for the option 1

      Regards,

      Prasad

  • Posted on Jul 03, 2014 at 01:35 AM

    Hi,

    There is no such option to separate report as per sale rep.

    Better separate report for each sales rep and send it individually via scheduling and emailing reports by automatically.

    Please follow on this forum to get some information from you.

    Thanks & Regards,

    Nagarajan

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    • Hi,

      1. If you report is based on query, you can separate report for each sales rep.

      2. There is no automatic option to separate and email crystal report in standard SAP b1.

      3. You may try to post such requirement at SDK forum to get some idea.

      My suggestions is, create separate query for each sales rep and schedule and email to this report by using standard b1 functionality.

      You can also group each report in to one report to present for your management.

      Thanks & Regards,

      Nagarajan


  • Posted on Jul 08, 2014 at 12:07 AM

    Hi,

    Did you check above replies?

    Thanks & Regards,

    Nagarajan

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 25, 2014 at 09:25 AM

    Hi,

    Is your issues is rectified ???

    if yes please close thread...

    Regards,

    Prasad

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