Save & Email A Report
May 7, 2007
I am using the below code to save & email a report that is needed for a variety of different locations. I would like to be able to automate sending to multiple branches a branch specific report with some sort of a loop but I am not sure how to do it. So far, I have the below code that works for saving & emailing to one branch, however I was wondering if someone has an idea on how to loop the procedure and send to multiple branches? For example, if I have 3 branches 3 different managers:
Here is the code so far:
Private Sub emailreport_Click()
Password = "nohs1"
ActiveSheet.unprotect Password
On Error Resume Next
Dim wb As Workbook
Application.ScreenUpdating = False
ActiveSheet.Copy
Set wb = ActiveWorkbook
With wb ....................
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Jun 7, 2009
Each week our department receives a single Excel report that contains ~15,000 rows of data.
Column A of this report is populated with a store number.
Every time the report is received, we go through a manual process in which we have to break the report down into individual store numbers and then email the data to the branch managers for their particular store only (~40 emails).
I have attached two spreadsheets (1) Invoice Report and (2) Email List.
To clarify:
Send data for branch 124 to mike@xyz-company.com (column header + row 2 only)
Send data for branch 126 to susan@xyz-company.com (column header + rows 3-9 only)
Skip branch 140 as there is no data
Send data for branch 159 to tim@xyz-company.com and d.ortiz@xyz-company.com (column header + row 10 only)
And so on.
I want to do is to (1) create a report for each branch in the list (2) email the report to the specified recipients and (3) delete the created report.
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Jul 24, 2013
I have the task of pulling results of an Access query into Excel, formatting them in a "standard" way (the data will be formatted the same everytime in every report), then AUTOMATICALLY emailing them at a pre-determined time everyday.
1. I have tried using the record macro function, and it works as far as pulling in query results and formatting them
2. Then, using the macro i recorded, i added onto it so that when I manually run this new macro, the whole thing gets emailed, but it is not automated. My issue is not having to manually run these macros and have them run as scheduled tasks.
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Jan 13, 2012
Is it possible to use vba code to run a report in Access and then save it as a PDF?
I have a subroutine (well, a combination of subroutines) that copies some data from a spreadsheet into Access.
I then want to be able to run a report based on that data, save it as a PDF and email it out: all automatically.
I don't want the user to have to actually open Access and run the reports, because it's much slower! For some reason Excel can open access, write to tables and close it within a matter of seconds: opening the program manually, editing the table and closing it can take minutes.
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Nov 19, 2007
the code of how do stop saving a report if the spefic cells are not filled.
For ex: In a excel sheet in we have A1,A2,A3 there should be some values else its should not save and should show an alert stating that this cell is empty....
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May 20, 2009
I am using the following code to send emails, it's from Ron DeBruin's site. It works, but how can I edit so that it doesn't send the file, but saves it to your drafts??
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May 8, 2009
I have the code that saves it a a PDF, but a nicety would be to email it as well: -
inputfileSaveName = Application.GetSaveAsFilename(fileFilter:="PDF Files (*.pdf), *.pdf")
'export it - works just fine!
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, _
Filename:=filesavename, Quality:=xlQualityStandard, _
IncludeDocProperties:=True, IgnorePrintAreas:=False, _
OpenAfterPublish:=False
'OK up to here!
Application.Dialogs(xlDialogSendMail).Show arg1:="", _
arg2:=EmailTitle, arg3:=Receipt
It now sends the "workbook" as an attachment and not the PDF..
How do I remove the attachment and attach the PDF Ive just created?
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Jun 26, 2014
I have the following code in VB from somewhere. How to modify or adding from the following codes.
(1) Is anyway I can modify sedning out PDF instead of the actual workbook?
(2) Is anyway I just want the range from (A1:G80) instead of the whole sheet for printing (PDF).
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Nov 6, 2009
I have a spreadsheet that I send emails from. Currently I use the .PrintOut command just before .send and it prints the email to the default printer. Instead of printing to the printer i want to print the email to pdf or any file for archive purposes. I would also like the file to be located on a network drive with a file name from a cell in the spreadsheet with todays date. Is this possible?
Currently the code looks like this:
VB:
With OutMail
.to = sh.Range("A1").Value [code]....
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Apr 15, 2014
I've been searching for a way to save a copy of a workbook as an .xlsx by bringing up the save as dialogue box so the user can name and choose the location and then to open a new email with the send as attachment function so the copy can be sent to user defined recipients.
Any similar requests that I've seen are asking for a specific file name and specific directory.
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Jul 2, 2013
Everyday a report is emailed to me as an attachment in .pdf and .xlsx format. It is always sent to me from the same address and comes at around the same time every day.
I already have another macro that uses that report to update our records with the new info in the report and then email our records to my boss. I would like to make it easier for other people who also get the report emailed to them to run the macro. To do so I would like to amend the macro I have to check for the email in whoever is running the macro's inbox and download only the .xlsx file and save it to the correct location.
I have tried messing with the restrict method. I want to make this thing fool proof. (Ex. if the email isn't in yet, return a msg box informing as such.)
The code for the macro I already have can be found below. Confidential stuff has been redacted.
Code:
Sub PartThree()
'This macro does the following:
'1.) runs the MTD.template.xls module 2
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Nov 6, 2009
I have a spreadsheet that I send emails from. Currently I use the .PrintOut command just before .send and it prints the email to the default printer. Instead of printing to the printer i want to print the email to pdf or any file for archive purposes. I would also like the file to be located on a network drive with a file name from a cell in the spreadsheet with todays date. Is this possible?
With OutMail
.to = sh.Range("A1").Value
.CC = ""
.BCC = ""
.Subject = sh.Range("H1").Value & " " & sarBody
.HTMLBody = strbody & "<br><br>" & "<H3><B>Specific Notes, If any...</B></H3>" & vbCrLf & varBody & Signature
.PrintOut
.send
End With
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Feb 23, 2014
I was able to create a macro that saves an email attachment based on the subject and then move it to another folder. I would like changing it to do the same thing only based one the sender’s email. I have it currently reading the save path and subject from the Excel worksheet.
[Code] .....
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Sep 3, 2012
I am using 2007. This may be something simple but I can't seem to find a solution to this, I have an excel macro enabled workbook which produces a daily report the final task is to save and send an email but I need the file to save as an xls rather than xlsx as some of the recipients are unable to open the file here is the code used for the tasks in the
workbook:Sub Step1_Refresh()
'
' Step1_Refresh Macro
'
'
ActiveWorkbook.RefreshAll
End Sub
Sub step2_save_close()
[Code] ........
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Sep 3, 2012
I am using 2007, I have an excel macro enabled workbook which produces a daily report the final task is to save and send an email but I need the file to save as an xls rather than xlsx as some of the recipients are unable to open the file.
Here is the code used for the tasks in the:
workbook:Sub Step1_Refresh()
'
' Step1_Refresh Macro
'
'
[Code]....
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Sep 13, 2013
I am using Excel 2007 and have to send monthly payslips to respective email ids. I have the Name and Email ids in Sheet 2 Range B1:C59 , and employee codes in A1:A59. And in Sheet 1 i have the Payslip format which was automatically displayed when i select the employee code from drop down list in the cell E7 in sheet 1.
Every time i manually save the files as PDF and send to their Emails. I want the out put as whenever i select the employee code from drop down list , it should automatically save as PDF with Name of that employee ( Name of the employee is located in B1:B59 in Sheet 2 ) and attachment should automatically go to that employee's email Id.
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Aug 30, 2013
I have two worksheets in my report cards:
1) Data - the students are listed in Column A, math scores in Column B, reading scores in Column C and science scores in Column D. The grades of 300 students are entered in this sheet.
Student
Math
Reading
Science
Jimmy
75
84
100
[code].....
2) Report Card template - This is the report card that needs to be generated for each student. It's pulling the student name and grades from the Data worksheet.
Student Name
=Data!$A2
Math
=Data!$B2
Reading
=Data!$C2
Science
=Data!$D2
How do I create worksheets (report cards) for additional students? I have 300 students in the school. I need the next worksheet to reference Data!$A3. I know how to cut and paste the report card template and then edit =Data!A2 to be =Data!A3 to create a report card for Sally. How do I create the 300 report cards I need?
I've been teaching for 13 years. I can create a report card for each student in my class and edit each worksheet individually for each student. Now I've been asked to do this for the whole school and I don't know how to create the other 299 sheets I need.
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Apr 9, 2014
I have a spreadsheet where I want to require certain fields to be completed then I want to have that file auto emailed. I have learned that I do need to have the file saved before sending otherwise the data will not appear in the email, so with this I want to have the file temporarily saved emailed then the temp file deleted.
Here is the code I have so far but it errors on the blue text, I did change the TempFileName from = "Copy of " & wb1.Name & " " & Format(Now, "dd-mmm-yy h-mm-ss") to = [C16] & "_" & [B6] & "_" & [D6]
Private Sub CommandButton1_Click()
If Range("B6").Value = "" Or _
Range("d6").Value = "" Or _
Range("f6").Value = "" Or _
Range("E9").Value = "" Or _
[Code] ......
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Jul 2, 2008
How do you create a macro to copy the information from my weekly reports to a monthly report and be able to update automatically. If you had 4 worksheets (for each week of the month) and 1 mastersheet for the whole month in a workbook. All titles are the same and If you needed to copy all the data that is in the columns, say, A through I, starting with row 4 to however many rows are in a given week. The reports can be made up of numicerial values, text and dates. Let me know if more information is needed or an example worksheet.
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Apr 12, 2009
find the attached Example file. I need to create a report either by using or without using VBA.
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Nov 7, 2013
I would like to search an outlook folder for a variable in the subject line and return the date when that email was received. Here is the code i have so far...
Code:
Sub Get_pos()
Set olApp = CreateObject("Outlook.Application")
Dim olNs As Outlook.Namespace
Dim Fldr As Outlook.MAPIFolder
Dim olMail As Variant
Set olApp = New Outlook.Application
[Code] ........
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Apr 29, 2014
I have specified the email addresses in the code to whom the email will be sent when the user presses "Send Email" button but now I want to add all the addresses in the Access table and write down the code that will send an email to those people whose addresses are in the Access table.
[Code] .....
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Jul 23, 2014
I have a macro to send emails to a group people that based on various criteria, it will attach a number of files to a recipient's particular email. This is a small portion of the code that does the attachment adding:
Code:
If Range("B" & a) = "Y" Then
If citChev "" Then .Attachments.Add citChev
End If
If Range("C" & a) = "Y" Then
If citMits "" Then .Attachments.Add citMits
End If
If Range("D" & a) = "Y" Then
If citToyo "" Then .Attachments.Add citToyo
End If
If Range("E" & a) = "Y" Then
[code].....
Most people get several of the files attached to their email and all works fine. But, there are certain conditions when all the IF() stmts fail where a recipient will not get any files attached. I do not want to send the email if this is the case, but it currently is sending it.
Is there a way after all the IF() stmts have processed to check to see if this current email has any attachments assigned to it? (IF .Attachments "" Then...) does not work.
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Sep 16, 2013
I am using Excel 2010. I have been given a task at work that can save my team a lot of time if I can solve the problem. Every month, we have a spreadsheet with about 5000 rows that we have to email. In each row, there is a range that we have to email to a specific email. For example, I would have to copy and paste Range A2-R2 in the body of the email, and then email it to whatever email is in cell S2. I would then continue this for the next 5000 lines, making it a possibility that i will be sending 5000 emails manually.
I have been trying to come up with a solution through VBA that would automatically send these emails. My goal is to automatically send the Range A2-R2 to outlook email, then cell S2 into the "To" email address box, and then automatically send it. So far, i have successfully been able to send one row, but cannot figure out how to loop it for the remainder of the rows.
A couple other key points are that I have column headings as well (Range A1-R1). If possible, I want to be able to include the column headings in the email body as well. Example - first email would be range A1-R2. second email would be range A1-R1 and A3-R3, and so forth. The body of the email would also contain a standard script, such as "Please review the information below."
The goal here is to save everyone from having to send 5000+ manual emails. This would be a big boost for my team.
Code:
Sub Email()
Dim rng As Range
Dim OutApp As Object
[Code].....
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Mar 2, 2009
I currently have a button then when pressed automatically sends a summary report taken from the first page of Sheet 1.
Worksheet needs to be protected all the time, but Macro only works on an unprotected worksheet.
I was wondering what additional code and where to put in so that when
protected back again after Macro has been executed?
Here’s the Macro taken from [url]
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Jul 3, 2013
I have the below code to email a specific sheet to an email address, however the email stays in the outbox and isn't sent. Is there something missing from the code or is it a setting issue with my email? I'm using Outlook 2010.
[Code]....
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Jul 29, 2009
When I test the email link on my computer, the 'Outlook Express setup' wizard initiates. However, I don't use Outlook Express (Yahoo and Zimbra).
I am wondering of it is possible to automatically ensure that in cases where a user doesn't use Outlook Express by default that Excel will open the users default email client- which could be a web browser or another application? Is this something determined by each users (Control Panel?Registry?) settings for handling email hyperlinks? Is there a piece of VBA code I could include in the workbook which identifies the relevant email client to open?
I know I can simply provide my email address on the workbook and allow a user to copy/paste it into their email application but I feel that by minimising the amount of effort required by a user to provide a rating that I'll be more likely to receive user rating feedback.
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Mar 2, 2013
I have a spreadsheet which contains 30,000 lines Column A contains an email address. This spreadsheet was merged from several and so I know that there are duplicates in it.
How can I look up column A and if an identical value (email address) is found further down the sheet on another row. Delete that duplicate row?
I'm not concerned that the data may not be identical in other columns. If the email is a duplicate delete the next and all other rows that contain that email address.
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May 20, 2008
I am trying to send an automated email by use of a "email" button. What I want it to do is to pop up a input box that will ask me who I want to send the email to, and once I hit ok it will send open up outlook and send the email. I have the code to work if I want it to be sent to a specific email address, but I can't seem to get the email address entry part to work. I will attach my code as it lays right now.
Private Sub CommandButton2_Click()'Need to reference: Microsoft Forms 2.0 Object LibrarySet OutApp = CreateObject("Outlook.Application")OutApp.Session.LogonSet OutMail = OutApp.CreateItem(0)strbody = "This is the most up to date copy of EAS Tracking 2.0 as well as the Resource Planning Sheet."attachmnt2 = "C:My DocumentsResource Planning Sheet_External.xls"On Error Resume Next'?|?|?|?|?|?|?|?|?|?|?|?|?|?|?|?|?|?|?|?|? BELOW IS WHERE I CAN'T GET TO WORK!!!With OutMailDim range As Longrange = Application.InputBox("How many copies do you want?", "Number of Copies").To = range.Subject = "This Weeks Reports".Body = strbody.Attachments.Add (attachmnt2).Display.SaveEnd With'__________________________________________________attachmnt3 = "C:My DocumentsReport DataWork Request Tracking Data FolderEAS Request 2.0.xls"On Error Resume NextWith OutMail.Subject = "This Weeks Reports".Body = strbody.Attachments.Add (attachmnt3).Display.SaveEnd .........
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Feb 5, 2009
I'm creating an excel file that can email itself inside the body of a HTML in Outlook. I have found some code from the web and have re-fitted it so that I may use it for my purpose. My main issue is this: I cannot keep my default Outlook signature on the email when it gets sent.
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