Sage BI report and Excel

SOLVED

Hello,

I have 2 report in BI that I have scheduled to run in Task Scheduler.

This is Sage 300 2021 PU1 with Office 365 Excel installed on the server.

If I open Excel and run the BI report from BI, it runs fine and generates my output files properly: 1 Excel and 1 HTML file.

If I run the task, it does not look like it runs although the task shows as being successfully run. No errors. I know because the output files do not get updated.

Now when I run the report from Sage BI, I NEED to open Excel first (because with Office 365, you need to sign into Excel), if I do not do that the report will not run. You get this message:

  because Excel has this in the background:

I am a business partner so do not have an account with that company, how do I workaround this?

I think that is why the unattended task is not updating my files either.

Thank you!

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