Hi All,

I am just looking for ideas for how I could go about this process. Currently, we have Laserfiche and Workflow set up to accept incoming invoices, route them to a pending folder and then to processed once accounting approves them, and then they update a SQL table with all of the invoice details.

What I need to do is take it a step further. Currently, I export the SQL data on a regular basis, throw it into a budget template in Excel and have my main budget page do sumif's on my categories, so I know where we stand with the budget, i.e. what is left over in each category.

What I would like to do is to have this readily available at all times as a report or something that can be generated and emailed, as opposed to me having to do anything. Any ideas on how to do this? I'm not quite sure how to get started - query my SQL table, use token calculators? How do I put this into a report? How do I pull a report and email it? Thank you for any assistance pointing me in the right direction.