Scheduled Dynamic Custom Excel Reports
- 08 May 2023
- 2 Minutes to read
- Print
- DarkLight
Scheduled Dynamic Custom Excel Reports
- Updated on 08 May 2023
- 2 Minutes to read
- Print
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
You may generate a dynamic custom excel report that is distinct from Tegsoft reports and have it sent to your e-mail on a regular schedule. This article will walk you through the process of configuring a dynamic custom excel report in Tegsoft. Please complete the steps below carefully.
1. Create a Custom Excel Report Template
To get started, you need to create an excel template for the dynamic custom excel report you desire to generate. This template changes depending on what data you need in the reports. This section will provide you with a general template.
Excel file should include below sheets;
- Report Config Sheet
- Your Sheet Name 1,2,...,N
- Sample Report Sheet1,2,...,N
An example of the Report Config sheet is given below.
The Report Config sheet should have two columns named SHEET and Query.
The name of the sheet should be written in the SHEET column, and the SQL query of the report to be generated should be written in the Query column. You can add as many rows and queries as you want to this sheet.
It is important to create sheets that will be exactly the same as the sheet name in each added line.
The titles of the data to be obtained from the output of the SQL query should be written on the first line of the sheet as in the screenshot below.
After all these steps, the desired reports can be created by using excel formulas with the data obtained by SQL query.
If you need more information and support on this report template and SQL queries, please contact our PM team at pm@tegsoft.com.
2. Uploading Excel File to Tegsoft
In order to schedule and send the excel report to the specific e-mail addresses regularly, the file should be uploaded to the system.
Please follow the steps below to upload the file to Tegsoft.
Step 1 - Go to the System Management.
Step 2 - Go to the Custom Applications.
Step 3 - Add Dynamic Custom Excel Report by selecting from your files.
Step 4 - Copy the File ID to use in the next step.
3. Setting Scheduled Task
In order to schedule and send the excel report to the specific e-mail addresses regularly, the scheduled task should be set in the system.
Please follow the steps below to set a scheduled task.
Step 1 - Go to the System Management.
Step 2 - Go to the Scheduled Tasks.
Step 3 - Click the Add (+) button.
Step 4 - Enter the Detail parameters.
Step 5 - Click the Save button.
The parameters in Step 4 are described in the table below.
Parameter | Description |
Notes | Enter a scheduled task name. |
Schedule type | Select the parameter value as the Dynamic Excel Report. |
Time condition | Select the time condition as in period or out of period. |
Schedule time type | Select the schedule time type. |
Status | Mark the checkbox to activate the scheduled task. |
Method | Enter the File ID copied in step 2. |
Other e-mail address | Enter the e-mail addresses to which the report will be sent, separated by commas. |
Select an e-mail template. | |
E-mail provider | Select a provider for sending the e-mail. |
User | Select an admin or supervisor authorized user. |
After successfully completing all these steps, your dynamic custom excel report will be automatically delivered to the e-mail addresses in the format and date you specify.
Tegsoft makes no representations or warranties, either express or implied, by or with respect to anything in this document, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special or consequential damages.
Copyright © 2023, Tegsoft. All rights reserved.
"Tegsoft" and Tegsoft’s products are trademarks of Tegsoft. References to other companies and their products use trademarks owned by the respective companies and are for reference purpose only.
Was this article helpful?