Generate reports automatically and send to clients
I would like to create a report template which will Generate reports automatically based on template and send to clients based on individuals. Just like a monthly billing to customer, daily revenue/business report to MD or higher management in their mailbox rather they have to login then browse reports manually. I have not seen such report template which is given by Crystal Report. I would like this feature to be given by Microsoft.
I really want to do this!
Shamshad Ali commented
This is similar like below asked:
There should be
1- Report template, based on that template, the system can generate reports,
2- Target audience to receive individual's email, the report might be like link or PDF or excel or any other readable format,
3- Proper/customized scheduling system when to shoot email to which client.
4- Admin can easily customize reports/schedules based on individual needs.
We already have implemented this using SQL Job/Crystal reports (Templates)/ stored procedures for sending attachments in pdf to each customer with their data.
I would suggest all should be in one platform. Trouble shooting, deployment and management would become much easier.