SQL 2 Excel Pro - Scheduler PDF Print E-mail

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The Scheduler in SQL 2 Excel Pro allows you to define tasks that will be automatically excuted at given times / intervals:

  • Send emails with attached Excel Spreadsheets. Deliver reports to managers, sales updates etc automatically.
  • Send emails with links to your Excel reports
  • Update the cached version of a specific or all reports.
  • Run your custom SQL script on a schedule. The SQL can cleanup old records, delete user accounts for users who never have logged in etc etc.

You can schedule these tasks:

  • Hourly
  • Daily
  • Weekly
  • Monthly
  • Yearly
  • ..or define your own custom rule new

Some screenshots of the scheduler interface in SQL 2 Excel can be found below. Please click on the thumbnails to see high resolution images.

sql2excelpro_schedules
Pic 1 - List of schedules

 

sql2excelpro_schedule_details
Pic 2 - Schedule Edit Interface


Email with Links to Workbooks

When you use the Scheduler to send emails with links to the Workbooks you can use a substitution variable, {LINKS}, inside your email body to place the link(s) where you want it. Here's a sample HTML email:

Email Body:

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 <html>
<h1>Daily Reports</h1>
<p>Daily status reports:</p>
<p>{LINKS}</p>
<p>Other useful links:</p>
<ul>
<li><a href="/xxxx">Order Status</a></li>
<li><a href="/yyy">Production Status</a></li>
</ul>
</html>


The {LINKS} variable will be replaced with the actual hyperlinks.

 

If the {LINKS} variable is NOT found in the body of the email then the links will be added at the end.

Email with attached Spreadsheets

You can send emails with attached spreasdsheets. You can choose to attach the Excel files directly, or compress them with ZIP to save bandwidth.

Rule Based Execution

You can define a SQL query which checks things in your database, how many new users you've got, twhich day of the week or what the time of day is etc etc.  The scheduled action will only be performed if this rule is fulfilled. There are endless possibilities what you can use this for. Only your imagination limits you.

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scheduler_runif_01

 

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