Infor SyteLine

Automated Report Scheduling and Delivery in SyteLine

Automated report delivery eliminates the daily ritual of users manually running SyteLine reports and emailing results to stakeholders. SSRS subscriptions execute reports on configurable schedules—daily production summaries at 6 AM, weekly backlog reports on Monday morning, monthly financial packages on the first business day—and deliver rendered output via email, file share, or the report server portal. Data-driven subscriptions dynamically customize delivery based on SyteLine data, sending each plant manager only their site's reports.

SSRS Subscription Configuration

SSRS subscriptions are configured through Report Manager or SQL Server Management Studio. Each subscription defines the report, parameter values, rendering format (PDF, Excel, CSV, Word), delivery method, and schedule. Standard subscriptions use fixed parameters, while data-driven subscriptions query a table to dynamically set parameters and recipients for each execution—essential for multi-site SyteLine environments where each site needs its own filtered report.

  • Create standard subscriptions in Report Manager: select report, set fixed parameters, choose PDF or Excel format
  • Configure email delivery with SMTP settings: To, CC, Subject line with report date, and body text with context
  • Set file share delivery to write rendered reports to network folders for automated archival or downstream processing
  • Define schedules using SSRS shared schedules: daily at 6 AM, weekly Monday 7 AM, monthly first business day 8 AM
  • Enable subscription logging in SSRS to monitor delivery success/failure and track report execution times

Data-Driven Subscriptions for Multi-Site Delivery

Data-driven subscriptions query a configuration table to determine recipients, parameters, and delivery settings for each subscription execution. For SyteLine multi-site deployments, create a subscription driver table that maps site codes to recipient email addresses and report parameters. Each execution generates multiple report renderings with site-specific data delivered to the corresponding site managers.

  • Create subscription driver table: site_code, recipient_email, report_params, delivery_format, active_flag
  • Configure data-driven subscription to query the driver table and iterate one delivery per row
  • Map driver table columns to subscription fields: @Site parameter from site_code, TO address from recipient_email
  • Include conditional delivery logic: only send report when data exists (prevent empty report emails)
  • Maintain the driver table centrally so adding a new site or recipient requires no SSRS reconfiguration

Advanced Automation Patterns

Beyond basic scheduling, advanced automation patterns include event-driven report generation triggered by SyteLine business events, conditional delivery based on threshold breaches, and multi-report packages that bundle related reports into a single email or archive folder. SQL Server Agent jobs can orchestrate complex report workflows that sequence data refresh, report execution, and delivery notification.

  • Trigger exception reports via SQL Agent job when SyteLine data meets alert conditions (late orders > threshold, stockouts detected)
  • Build report packages that bundle daily production, quality, and shipping reports into a single ZIP file delivery
  • Chain SQL Agent steps: refresh staging tables, execute SSRS subscription, send completion notification to operations
  • Implement report archival: save each scheduled execution to a dated folder structure for compliance and audit trails
  • Configure retry logic in SQL Agent for failed deliveries: retry 3 times with 15-minute intervals, alert on final failure

Automate your SyteLine reporting pipeline end-to-end—Netray's experts configure subscriptions and delivery workflows. Contact us today.

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