Automating Individual reports to Lotus Notes

  • Thread starter Thread starter Colbou
  • Start date Start date
C

Colbou

I have a database which produces a report fro my staff detailing their
performance. What I wish to do is automate the sending of them so that from
one button click the following happens

It takes the first person on the list
produces the report
saves it to disk
prints it out
opens Lotus notes
attaches it to an email


I am quite confident it can be done but my knowledge of vba etc is poor.
Give me macros and queries.

Thanks
Colin
 
Colin,

I have never used Lotus Notes, but I understand that the SendObject
action will work fine if Notes is set up as your default email client.

Make a continuous view form that shows the staff members, and includes
also their email addresses.

You didn't mention, so I am assuming the report will be saved and
emailed as a Snapshot file.

Do you really want to save it to disk *and* print it *and* email it??

Ok, make your report so it is based on a query, where the Criteria of
the EmployeeID (or whatever field identifies each staff member)
references the current record on the form, using syntax such as...
[Forms]![NameOfForm]![EmployeeID]

Make a macro like this...

Action: OutputTo
Object Type: Report
Object Name: YourReport
<other arguments as required>
Action: OpenReport
Report Name: YourReport
View: Print
Filter Name: <blank>
Where Condition: <blank>
Action: SendObject
Object Type: Report
Object Name: YourReport
Output Format: Snapshot Format
To: =[EmailAddress]
Edit Message: No
<other arguments as required>
Action: GoToRecord
Object Type: <blank>
Object Name: <blank>
Record: Next

Make another macro like this:

Action: RunMacro
Macro Name: NameOfYourFirstMacro
Repeat Count: <blank>
Repeat Expression: [CurrentRecord]<=[RecordsetClone].[RecordCount]

Put a Command Button in the header section of the form, and assign this
second macro on its On Click event property.
 
Thanks Steve,
Will try it tomorrow.
Yes I do need to send, print and save. My team are based all around Scotland
so I visit them. Its easier to have a paper copy when sitting in a coffee
shop.
Colin

Steve said:
Colin,

I have never used Lotus Notes, but I understand that the SendObject
action will work fine if Notes is set up as your default email client.

Make a continuous view form that shows the staff members, and includes
also their email addresses.

You didn't mention, so I am assuming the report will be saved and
emailed as a Snapshot file.

Do you really want to save it to disk *and* print it *and* email it??

Ok, make your report so it is based on a query, where the Criteria of
the EmployeeID (or whatever field identifies each staff member)
references the current record on the form, using syntax such as...
[Forms]![NameOfForm]![EmployeeID]

Make a macro like this...

Action: OutputTo
Object Type: Report
Object Name: YourReport
<other arguments as required>
Action: OpenReport
Report Name: YourReport
View: Print
Filter Name: <blank>
Where Condition: <blank>
Action: SendObject
Object Type: Report
Object Name: YourReport
Output Format: Snapshot Format
To: =[EmailAddress]
Edit Message: No
<other arguments as required>
Action: GoToRecord
Object Type: <blank>
Object Name: <blank>
Record: Next

Make another macro like this:

Action: RunMacro
Macro Name: NameOfYourFirstMacro
Repeat Count: <blank>
Repeat Expression: [CurrentRecord]<=[RecordsetClone].[RecordCount]

Put a Command Button in the header section of the form, and assign this
second macro on its On Click event property.
I have a database which produces a report fro my staff detailing their
performance. What I wish to do is automate the sending of them so that from
Click to expand...
[quoted text clipped - 12 lines]
Thanks
Colin
Click to expand...
Click to expand...
 
Colin,

You have coffee in Scotland? <g>

I suppose it was the Save step that I was mostly questioning.
 
The save aprt is realy for my records in case of issues.

I keep a whole coffee plantation in business with the amount I drink.
 
Back
Top