Process Automation and Personalizing your SSRS Report

At a Glance

Area:
C Systems Products

Topics:
Forms (FastForms/WebFormZ)
Products
Reporting

Type:
How Tos

Level:
All Users

Presented by: Roger Abram, Project Manager & Senior Technical Lead | C Systems Global

Originally Presented: 11/14/2018 1:00:00 PM EDT

Description: Did you know you can attach personalized PDF output from SSRS reports when sending emails through Process Automation? Join us to learn exactly how to add this exciting feature to your emails.

LEARNING OBJECTIVES • How to embed a personalized SSRS report in a Process Automation email task using a regular ID match that can take into account financial transactions. • How a custom solution can be developed to isolate individual financial transactions.


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