Saving a Report to a File Automatically

Sage Intelligence Reporting allows you to automatically close your Microsoft Excel workbook on completion of your report and to save the report to a fixed file in a designated folder. This is useful when a report needs to be run to a centralised location on a regular basis or when the report is being run as part of a report batch.

1. In the Report Manager, select the report.
2. Select theShow Advanced option in the properties window.
3. Use the browse button on the Generate Output File field to browse to a folder.

   

4. Type the name of the desired file and click Save. When you refresh your report, your output file will be displayed in the Generate Output File field.
5. To automatically close your work book on completion of your report, ensure that you enable the option Close Book on Completion.