Unsubscribe   Open in Browser  

Vineyardsoft Corporation   800.850.8055   info@vineyardsoft.com    www.vineyardsoft.com 

KnowledgeSync Education Bulletin:   Week 19
Leading the Way in Business Activity Monitoring

Using KnowledgeSync for Reports on Demand

Welcome to week #19 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using KnowledgeSync.

This week's question:

I was speaking with Tricia at Vineyardsoft the other day and she mentioned that she uses KnowledgeSync to request M&S Status Reports for individual Business Partners. Exactly how does this work?


We do this by combining KnowledgeSync's ability to monitor incoming email along with its ability to generate and deliver Crystal Reports.

In Tricia's case, she sends an email message to a specific internal Vineyardsoft mail account that is configured to receive report requests. In the subject of her message, she puts in the Business Partner's ID - a unique, 5-digit number.

When a message is received into this particular email account, KnowledgeSync scans the incoming message, pulls the partner ID out of the subject, calls our Crystal M&S report, passes the ID into that report as a selection criteria, generates the report, and emails the content back to Tricia.

We have many KnowledgeSync clients who use this functionality to provide their own customers with a way to request and receive reports without having to ask someone to produce and deliver them. Some clients refer to this functionality as "Reports on Demand", whereas others call it "Self-Service Reports".

Regardless of what you call it, the ability to use KnowledgeSync to receive report requests, generate the requested report - with the appropriate data - and then deliver that report back to the requestor is a handy bit of functionality that aids many clients today.

If you have questions about using KnowledgeSync to request and receive reports, please contact either Don Farber at farber@vineyardsoft.com or KnowledgeSync support at:


Vineyardsoft Corporation

Video     Data Sheet     Podcasts     PowerPoint Overview     Supported Applications    

Educational Bulletins     Become a Business Partner     Newsletter Archive