How to schedule and email the results of a query.
1. Run query as normal and save the details to an Excel (.xls) file
2. View | Action Palette
3. In the Vault tab an 'export datasetx' will be displayed. If there are multiples, then <Right Click>| Properties to identify the correct export file.
4. <Right Click> Export Dataset | Copy
5. <Right Click> on a blank area of the Vault | Action Set | New | give action set a name
6. Click newly created action set tab
7. <Right Click> on blank window | Paste to paste the export dataset into the new action set
8. Click 'Misc' Tab | Click email icon | give email action a name
9. <Right Click> email action in the new action set | Properties | Complete details including the smtp server details
10. Click 'Add' to point to the .xls which was saved in Step 1. | Apply | Cancel (or Run if you want to test the email is working correctly)
11. From the dataset window <Right Click> Data Set | Schedule and follow through the dialog boxes to schedule the run.
At the scheduled time, Toad will launch in a minimized state, run the query and email with the .xls file attached.
See attachment for the same instructions including screen shots
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