Exact Globe Excel Add-In Auto Refresh And Email
Daily you have to send one or more report made with the Exact Globe Excel add-in to your management. Which means every day you will open your Excel add-in report(s), refresh the Excel Add-in report(s) to download the latest data and attach the Excel add-in report(s) to your email and send to your management.
With our new tool Exact Globe Excel Add-in refresh and email this process can now be automated and you can skip this daily work routine and work on other tasks.
Setting up the email can be done with the following steps:
- One time setup for your email server details.
- Select one or more excel Add-in reports you want to send by email, also specify the Exact Globe server and database where the data should be retrieved from.
- Enter the email address from the person who should send the report.
- Enter the email address(es) of the person(s) you want to send the report to.
- Enter the email subject and message.
- Setup a scheduled task with the correct timing on when you want to send out the report.
- Repeat these steps for additional reports which should be send to a different group of users.
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