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Thread: Automated report generation and delivery

Doug Evenhouse
Posts: 66

Automated report generation and delivery Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Nov 08 2:20 PM

At present we use SyncServer agents to generate and email reports automatically. This solution requires that we leave a logged in session with Outlook running constantly on a server since Outlook must be open when the SyncServer runs the report agents or else the process will fail. This solution has worked but is error prone and a security risk.

Does anyone have suggestions for alternative ways to accomplish automated reporting with SalesLogix apart from using SyncServer agents? What are you all doing for this? We will be moving to version 7.5 soon. Are there new ways to accomplish this requirement now?

Thanks!

[Reply][Quote]

Bob (RJ)Ledger
Posts: 1103

Re: Automated report generation and delivery Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 19 Nov 08 6:48 AM

Yes, third party tools like TaskCentre do an excellent job handling this type of problem.
--
RJLedger - www.slxwizard.com

[Reply][Quote]

Doug Evenhouse
Posts: 66

Re: Automated report generation and delivery Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 20 Nov 08 11:53 AM

TaskCentre looks interesting - thanks for the pointer. After a brief run through their website it appears to be a sophisticated business process automation toolset, but I could not determine whether one can run SalesLogix Crystal reports automatically and deliver them via email on a scheduled basis using TaskCentre - can it do that?

Also, what about KnowledgeSync - anyone using KS for automating report generation and delivery via email? Does it do this job well for the latest version 7.5?

Any other solutions?

Thanks,
Doug

[Reply][Quote]

Bob (RJ)Ledger
Posts: 1103

Re: Automated report generation and delivery Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 20 Nov 08 12:12 PM

You can:
Use SalesLogix reports
OR
Merge Crystal in TaskCenter
rjl

[Reply][Quote]

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