--- title: "Scheduled Dynamic Custom Excel Reports" slug: "scheduled-dynamic-custom-excel-reports" updated: 2023-05-08T16:01:13Z published: 2023-05-08T16:01:13Z canonical: "docs.tegsoft.com/scheduled-dynamic-custom-excel-reports" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.tegsoft.com/llms.txt > Use this file to discover all available pages before exploring further. # Scheduled Dynamic Custom Excel Reports 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 Sheet 1,2,...,N An example of the Report Config sheet is given below. ![Graphical user interface, application, table, Excel Description automatically generated](https://cdn.document360.io/7d619985-59f1-4eeb-98a5-51b967cac580/Images/Documentation/scheduled-dynamic-custom-excel-reports-image-hmzlja4z.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A59%3A06Z&se=2026-11-13T10%3A59%3A06Z&sr=c&sp=r&sig=VjgQ8O%2F53mvMdN5ccYQeqXuzFR1dPs9tc6b3XYDR2FA%3D) 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. ![Graphical user interface, chart, application, Excel, line chart Description automatically generated](https://cdn.document360.io/7d619985-59f1-4eeb-98a5-51b967cac580/Images/Documentation/scheduled-dynamic-custom-excel-reports-image-foza4hl9.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A59%3A06Z&se=2026-11-13T10%3A59%3A06Z&sr=c&sp=r&sig=VjgQ8O%2F53mvMdN5ccYQeqXuzFR1dPs9tc6b3XYDR2FA%3D) 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. ![Graphical user interface, application, table, Excel Description automatically generated](https://cdn.document360.io/7d619985-59f1-4eeb-98a5-51b967cac580/Images/Documentation/scheduled-dynamic-custom-excel-reports-image-diwk4mmh.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A59%3A06Z&se=2026-11-13T10%3A59%3A06Z&sr=c&sp=r&sig=VjgQ8O%2F53mvMdN5ccYQeqXuzFR1dPs9tc6b3XYDR2FA%3D) 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](mailto: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. ![Graphical user interface, text, application Description automatically generated](https://cdn.document360.io/7d619985-59f1-4eeb-98a5-51b967cac580/Images/Documentation/scheduled-dynamic-custom-excel-reports-image-eown3hs9.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A59%3A06Z&se=2026-11-13T10%3A59%3A06Z&sr=c&sp=r&sig=VjgQ8O%2F53mvMdN5ccYQeqXuzFR1dPs9tc6b3XYDR2FA%3D) **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. ![Graphical user interface, application, Word Description automatically generated](https://cdn.document360.io/7d619985-59f1-4eeb-98a5-51b967cac580/Images/Documentation/scheduled-dynamic-custom-excel-reports-image-6hl5zlch.png?sv=2026-02-06&spr=https&st=2026-11-13T09%3A59%3A06Z&se=2026-11-13T10%3A59%3A06Z&sr=c&sp=r&sig=VjgQ8O%2F53mvMdN5ccYQeqXuzFR1dPs9tc6b3XYDR2FA%3D) **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. | | E-mail | 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.*