Integration
MYOB Exo Auto Report Mailer
Automatically runs selected MYOB Exo reports and emails the output to nominated recipients on a configured schedule.
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What it does
The MYOB Exo Auto Report Mailer runs selected Exo reports automatically and emails the resulting files to the nominated recipients. Each report can have its own schedule, parameters, output format and recipient list, helping businesses distribute regular operational and management reports without someone having to run and send them manually.
Key capabilities
- Designed specifically for MYOB Exo reports
- Run reports daily, weekly, monthly or at selected times
- Email each report to one or more nominated recipients
- Support report parameters and PDF or CSV output
- Run an individual report or all reports that are due
- Standard utility can be self-installed using supplied instructions
- Optional standard setup is available
How implementation works
- 1Select the reportsSelect the MYOB Exo reports to distribute.
- 2Configure each reportSet each report’s parameters, output format, recipients and schedule.
- 3Self-install or choose standard setupSelf-install and configure it, or choose optional standard setup.
- 4Test the outputTest the generated report and email delivery.
Modifications and additional work
Additional mappings, extra fields or workflow changes to suit how your business works are quoted separately before any work begins. Extra companies or databases, test environments, historical data, data cleanup, training and any third-party fees are also quoted separately.