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Deliver LBI report in Smart Note

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thummel1
Veteran Member
Posts: 121
Veteran Member
10/26/2017 6:10 PM
    Hello, is it possible to deliver LBI reports in a designated format (e.g. Excel, PDF) as an attachment in a Smart Note? The goal of this would be to eliminate a step where certain staff are tasked with running an LBI report, exporting, saving, and emailing to other customers within the organization that do not have LBI security access.

    Just wondering if Smart Notes have this type of functionality?
    David Williams
    Veteran Member
    Posts: 1127
    Veteran Member
    10/26/2017 6:40 PM
      I wouldn’t think so but you might with IPA.
      David Williams
      Mark Petereit
      Advanced Member
      Posts: 21
      Advanced Member
      11/1/2017 10:54 AM
        I always found that particular scenario difficult to deal with in the LBI system so I created my own .NET reporting routines that integrate with Lawson and utilize Microsoft Outlook contact groups for distribution. It gives me the flexibility to distribute reports in PDF, Excel or HTML format and add/remove recipients for each report from right within Microsoft Outlook without having to touch the report configuration.

        The nature of the reports I distribute this way don't require Lawson security enforcement or bursting, so we're comfortable generating and distributing them outside of the Lawson control system.