we are looking for a SW/tool which would help us to automate the reports distribution.
We use MS SQL Server 2016 and SSRS (Sql server Reporting Services), we have a knowledge of SQL coding.
Our current manual process:
We have a VIEW showing sales data (by invoice line, with customer details and salesrep name) which we run/refresh in Excel, put it in the Pivot Table, copy/paste in blank file as regular table and then email to a set of users. The format of such report see below.
We want to send each user only his/her data (only those lines where he/she is identified as the salesman). This can be done in SSRS, but because we have 40 salesmen, it requires creating 40 jobs, which is hard to build and maintain.
- ability to save report in many formats (XLSX, PDF etc)
- ability to combine several reports in 1 XLSX file (on different sheets)
- ability to export reports to emails, folders, webpage etc.
- ability to have multiple reports attached in 1 email
- ability to schedule reports generation or have it triggered by an event
- either commercial or opensource sw is fine
- budget: we are willing to pay maximum "hundreds of usd" per perpetual licence
- we need to use this tool daily
- we will generate around 100 reports daily