create and email a report

A

Alex Paradi

Hi all.

Is Excell a good choice for creating a report and emailing
the report?

What I would like to do is create a query based on Simply
Accounting Data Sources that shows a each line item on
each invoice for each customer over a given time period
and then automatically email that report to the customer.

Is this possible to do in Excel? Is it easy? Should I be
using Access instead?
 
M

mudraker

The Answer has many variables and will greatly depend on how much dat
you will be processing.

Remembering that Excel has a limit of 65536 rows and 256 column
 
G

Guest

Well, for the forseeable future I would have a maximum of
500 clients. Each client could possibly have 15 - 20 line
items per month. But regardless... the data wouldn't be
brought into Excel... would it?

I'm imagining a query and then a report. Each record in
the query would be one line item and also could include
customer info, invoice date and totals etc.

The end result I would like is to have a report that shows
each line item of each invoice for one customer for a
given time frame - and automatically email that report to
the customer. Ideally I would be able to run the report
for all customers at once and each customer would be
emailed just their information.
 
A

Alex Paradi

Bump... anyone?
-----Original Message-----
Well, for the forseeable future I would have a maximum of
500 clients. Each client could possibly have 15 - 20 line
items per month. But regardless... the data wouldn't be
brought into Excel... would it?

I'm imagining a query and then a report. Each record in
the query would be one line item and also could include
customer info, invoice date and totals etc.

The end result I would like is to have a report that shows
each line item of each invoice for one customer for a
given time frame - and automatically email that report to
the customer. Ideally I would be able to run the report
for all customers at once and each customer would be
emailed just their information.

.
Click to expand...
 
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