Send weekly email about approved incoming invoices #

Company owner wants to receive weekly update in Excel format about approved invoices in the M-Files. By using Extended Reporting module, he is able to define schedule and dataset that he would like to be dynamically populated every week into the Excel. Excel is then sent to the Owner.

Configuration #

Source object is AR Invoice and report will be created on scheduled time every Monday at 8:00 AM. We want to export Invoice Amount, Invoice Date and Invoice Number as Excel table with e-mail.

Create word reports about project status #

Within the M-Files you are able to define a Word template that has a full structure for the Project Statuses Report. Within the structure you can specify two tags that will serve as placeholders for the M-Files Data (e.g. {PROJECTS HIGH VALUE}, {PROJECTS LOW VALUE}).

In the Reporting module, you are able to define that you want to replace {PROJECTS HIGH VALUE} with the information about active projects (Name, Project Member, Spent Money, Spent Hours) in the form of paragraphs (one per project).

Also, you want to have simple report in table format about active projects and project managers for the projects that have lower value (e.g., less than 10.000 EUR) and this report should be placed within the Word template on the place of placeholder {PROJECTS LOW VALUE}.

Configuration #

Properties to export in project report.

Placeholder in document where data will be inserted.

Template for Projects High Value report is created.

The template contains placeholder.

When we create new document from this template, placeholder will be changed with projects data. This rule is configured for showing projects which have Project Value more than 10,000.00.

Also, we created rule for projects which have project value less than 10,000.00.

We created template with placeholder PROJECT LOW VALUE.

When we create new document from this template, placeholder will be changed with projects data in table format. This rule is configured for showing projects which have Project Value less than 10,000.00.