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Example Gizmo for Daily SSRS Reports to Email Recipients

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This example will define the steps to create a Gizmo for a daily SSRS Report which is emailed at 9am.  

  1. Go to the Gizmo tab of the Workshop area.
  2. Click the Add button to start a new gizmo.
  3. Type the gizmo name in the Add name... field.
  4. Click Save Gizmo to save the new gizmo and continue configuring it.
  5. Click the Add dropdown menu and select SSRS Report to add to this gizmo.
    • Specify the SSRS Credentials by either picking an existing account or defining new SSRS credentials.
    • Click Connect to load reports for the selected account.
    • Select a report from the tree view list of reports and click Load Report.
    • Click the Add dropdown menu and select Output to add to this report. 
    • Select the output type.
    • Click the Add dropdown menu and select Data Source Credentials to add to this report.
    • Specify the credentials. 
    • Click Save and Close report to save the SSRS Report and return to the gizmo.
  6. Click the Add dropdown menu and select Trigger to add to this gizmo.
    • Type the trigger name in the Add name... field and click the check to save it.
    • Click on Daily to set a daily trigger
    • Set Start Date for tomorrow or desired date
    • Set Execution Time to 9:00 AM
    • Set Frequency to be every 1 day
    • Specify the account used to fire the trigger
    • Select Save and Close to return to the gizmo
  7. Click the Add dropdown menu and select Destination to add to this gizmo.
    • Select Email as the destination
    • Type the Recipient(s) email address
    • Select the SendFrom Account
    • Type the Subject
    • Type the email Body
    • Click Save and Close to return to the gizmo
  8. Click Save and Close to save the gizmo.

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