In our previous blog for Sage Intelligence reporting we had discussed about How to Deploy Sage Intelligence Reports.
Continuing further, in this post we will discuss about how we can automatically distribute any Sage Intelligence report once it has been run.
GUMU™ Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300
Follow these simple steps through which you can E-mail Sage Intelligence report easily:-
1. Open Report Manager and select the report that you want to setup for e-mailing.
2. Select the check box to Show Advanced Properties of a report.
3. Click on Run Add-ins button and select the option to specify a New Add-in Function and click OK.
4. Select the Add-In Library, and Add-in Library Module as shown above. Select the Add in Function followed by the OK button.
5. A box will pop up to enter all the relevant details for emailing – see below…
6. After entering all details, select OK and you will see that a string has been added into the Add-Ins box in the properties window of your report.
7. Run the report, and it will automatically be e-mailed to the selected recipients. So following the mentioned simple steps we can distribute Sage intelligence reports to the right people – effortlessly.
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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide.
Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.