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Automatic Reporting & Downloading

Austin Cotten
Suggested
Posted By

Hello everyone,

We’re trying to determine whether Sage 300 CRE supports automated report generation and file storage.

Specifically, is there a way to have custom reports (PDFs) automatically generated on a schedule and saved to either:

  • A locally hosted directory (desktop or network file path), or
  • A cloud‑synced location such as Dropbox?

The goal would be for Sage 300 CRE to generate a custom dashboard-style PDF report and automatically save it into job-related folders, eliminating the need for manual export and filing.

Has anyone implemented something like this using native Sage functionality, report scheduler tools, or third‑party integrations? Any guidance or examples would be greatly appreciated.

Thank you!

Parents
  • 0
    Suggested

    Hi Austin,

    Sage’s MyAssistant is specifically designed for this type of workflow.

    With MyAssistant, you can:

    • Schedule reports to run automatically (via Tasks)
    • Generate PDFs from Sage or Crystal reports
    • Automatically email those reports to recipients
    • Save copies of those reports to a file path (server or network location)

    MyAssistant saves to a server/local/network path, not directly to cloud services. However, if that folder is synced (e.g., Dropbox, OneDrive), it works seamlessly.

    You could also:

    • Use Windows Task Scheduler + macros
    • Trigger report runs and export to PDF
    • Save to a designated directory 
Reply
  • 0
    Suggested

    Hi Austin,

    Sage’s MyAssistant is specifically designed for this type of workflow.

    With MyAssistant, you can:

    • Schedule reports to run automatically (via Tasks)
    • Generate PDFs from Sage or Crystal reports
    • Automatically email those reports to recipients
    • Save copies of those reports to a file path (server or network location)

    MyAssistant saves to a server/local/network path, not directly to cloud services. However, if that folder is synced (e.g., Dropbox, OneDrive), it works seamlessly.

    You could also:

    • Use Windows Task Scheduler + macros
    • Trigger report runs and export to PDF
    • Save to a designated directory 
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