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Laserfiche Workflow to create Excel report from SQL Table

Forms Workflow

Updated November 6, 2023

asked on November 6, 2023

Hello,

We have a form that populates a SQL table. We need to find a way to create an automated email that sends an Excel sheet with the data once a week. Does anyone have any suggestions or a way to do this? Thanks.

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replied on November 6, 2023

I have used a workflow to query the data and then format an email body in a CSV format. The user then has to cut and paste the email body into a spreadsheet. Not elegant, but it works. You might want to look at what functions are available in MSDB.DBO to utilize SMTP.

https://docs.microsoft.com/en-us/sql/relational-databases/system-stored-procedures/sp-send-dbmail-transact-sql?view=sql-server-2017

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replied on November 6, 2023

I would use the SQL server mail as well for this, cleaner and simpler in my experience

https://stackoverflow.com/questions/70605969/export-sql-result-to-csv-through-sp-send-dbmail

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replied on November 6, 2023 • Show version history

I use several of these to attach spreadsheets to an email that go out daily or weekly. Feel free to email me if you need mores specific instructions. agoerner@coppellisd.com

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Laserfiche Workflow to create Excel report from SQL Table

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