Helped UHY automate generation of their EFS (Tax) & workstream reports on configurable scheduled dates. Once these reports are generated, Robot creates individualized report for each employees and sends email to these employees.
1Rivet helped the client to automate the generation of EFS reports – unreleased & rejected and workstream reports. The robot is scheduled to run at predefine time & day and generates these reports from Access Workstream solution. The dates are configurable& can be updated at any time. Once these reports are generated, Robot generates individualized report for each employee and emails it to them.
Apart from the scheduled dates, the report can also be triggered by sending an email to the robot.
Both these reports were manually generated and emailed. The automation includes two process:
