Spotlight - Automated Reporting for Sage 300

Tailoring, Automation & Integration
Quick Tips & Spotlights
Budgeting, Reporting & BI

Learn how to automate reporting for Sage 300 using Orchid's Process Scheduler, Report Runner, and Info-Explorer modules.

00:00 Introduction
00:31 Automated Reporting Overview
03:12 Report Runner Setup & Configuration
05:11 Process Scheduler Setup & Schedule
07:09 Run/Test the schedule
08:19 Schedule using Windows Task Scheduler
09:16 Summary