1. Scheduled Report Emailing
From CounterPoint

2. Step 1 Create a user in CounterPoint with a restricted menu Allow
ing non-
System addresses
Mak
Step 1

3. Save some report parameters for the reports you would like emailed automatically [required]
Step 2

4. Step 3 Add custom menu options to select the parameters and report
*Important: Note the Menu ID
Menus are created and edited in Setup / System / Menu Codes
Step 3

5. Step 4 Create the primary batch file Set your variables
Company alias, user, password, workgroup ID
Make sure to use restricted user
Example:
@echo off
"C:\Program Files (x86)\Radiant Systems\CounterPoint\CPSQL1\Bin\CounterPoint.exe" /Alias "PhillipMorrisPOS" /UserId "REPORTS" /Password “yourpassword" /Workgroup "WHSE" /Script " s.txt"
Step 4

6. Step 5 Stack multiple reports in the batch file by adding more lines
@echo off
"C:\Program Files (x86)\Radiant Systems\CounterPoint\CPSQL1\Bin\CounterPoint.exe" /Alias "PhillipMorrisPOS" /UserId "REPORTS" /Password “yourpassword" /Workgroup "WHSE" /Script "Receivers.txt"
"C:\Program Files (x86)\Radiant Systems\CounterPoint\CPSQL1\Bin\CounterPoint.exe" /Alias "PhillipMorrisPOS" /UserId "REPORTS" /Password “yourpassword" /Workgroup "WHSE" /Script "Inv_Status.txt"
Step 5

7. Open the script text filename defined in your variables, place in TopLevel\Configuration\Actions using notepad
(/Script "Receivers.txt")
Starter script files available
Step 6

8. Identify the custom menu ID and email address in the script file
Above example is for one report and one address
Exchange distribution groups recommended for simplified management
Step 7

9. Configure a Windows Scheduled Task to execute the batch file at the time you would like the report ed
Different times / reports will require separate batch files
A CPSQL license will need to be available
CounterPoint needs to be functioning properly
Servers with UAC enabled may require “Run with highest privileges” and “Configure for: Windows 7 / 2008R2” options
Step 8

10. Open your !
Step 9

11. Having problems? Check the log:
Step 10

12. Other macros Order lists Inventory reports / Stock status
Aging Reports
Custom crystal reports (with logos)
-Vendor price comparisons
Sales Analysis
POS Exceptions
Interfacing distributions
Automatic statement ing
Other macros