Reports

Troubleshooting >

In some cases an attached report sent by a MyAssistant Task may fail to run, or will run but not contain the correct information.

This section outlines some possible steps to check if a report is working correctly.

Report runs, but wrong information

If a report is not producing the information expected, try the following:

1.Select the Task sending the report in the main MyAssistant window & click "Open"

2.Go to the Data Folders step (if available) and confirm the Task is set to run for the correct data folder

3.Go to the Email Step

4.Right-click on each report in the Attachments section (under the Subject line) and select "Report Options"

5.Confirm the prompts (if there) are filled out correctly to create a report or document with the desired information. This can be achieved by running the report to the Sage Reports menu and running the report with the same prompts that are being passed in by MyAssistant.

Report does not run/email isn't received

If an email with an attached report isn't received or if an error stating that an attached report didn't complete is received, try running the report in Sage on the server using the steps below. This can help identify why the report wasn't created and/or sent.

1.Click the to "File"menu button, click "Options" and select "Server Settings" in the MyAssistant Designer to find the Sage user & password MyAssistant is using to access Sage 300 information on the server

2.Identify the computer where the MyAssistant Server software is installed. This is the computer from which MyAssistant sends emails and creates attached reports. If unsure about which computer has the MyAssistant Server software, try the following:

a. Look up the server at the beginning of the Sage data folder path in

3.Log on to the server identified in step 2 using Remote Desktop Connection or a similar program (depending on environment). If using Remote Desktop Connection, enter a Windows user & password with sufficient permissions to log on to the server.

Note: Depending on security settings, an administrator-level user may be required to log on to the server. Consult with IT for assistance.

4.Check MyAssistant's Windows Service responsible for creating & sending emails and reports

a.Click the Windows Start button and type "Services"

b.Select "Services" from the results

c.Scroll down to "ISDAdminSenderService" and check the "Log on as" column

i)If the service is set to "Log on as" an account called "Local System", update the service to run as the Windows user you used to log on to the computer

ii)If it's set to "Log on as" a Windows user other than "Local System", log off of the server and log back on as that Windows user (if not logged in as them already)

5. Log into Sage Desktop using the Sage user & password found in Step 1

6.Open the application that has the (first) report on the Reports menu

7.Run the report from the Sage menu

a.If the (first) report attached to the Task is not on the Sage Reports menu, add it

b.Run the report from the menu with the same values being used in the report prompts in MyAssistant

8.If the report fails, work with whoever designed the report to update it

a.If the report works when running it from the Sage menu, remove the report from the MyAssistant Task and re-attach it using the Sage Report button in the Email step of Task Setup

9.Repeat for each report on the Task

10.Re-run Task after all reports have been updated

11.If the Task still does not work, consult the System Log or consider contacting your local consultant or Sage Support

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Email Didn't Send: All Attached Reports Failed to Run

MyAssistant could not send one or more emails because all reports attached to the email(s) failed to run.

Next Steps

Confirm the prompts on all attached reports are complete & accurate:

1. Open the MyAssistant Task sending attached reports and go to the Email step

2. Open each attached report and confirm prompts (if there) are filled out and correct

Confirm the attached report(s) run in Sage on Server:

1. Identify the computer where the MyAssistant Server software is installed. This is the computer from which MyAssistant sends emails and creates attached reports.

2. Go to "File" > "Options" and select "Server Settings" in the MyAssistant Designer. Note the Sage user & password entered in this step.

3. Log on to the server from Step 1 using a program like Remote Desktop Connection

4. Log into Sage Desktop using the Sage user & password found in Step 2

5. Open the application that has the (first) report on the Reports menu

6. Run the report from the Sage menu

i. If the (first) report attached to the Task is not on the Sage Reports menu, add it

ii. Run the report from the menu with the same values being used in the report prompts in MyAssistant

7. If the report fails, work with whoever designed the report to update it

a. If the report works when running it from the Sage menu, remove the report from the MyAssistant Task and re-attach it using the Sage Report button in the Email step of Task Setup