Automate Query Process to Excel - HRMS 8.3/PT 8.17

[tinkertoy]

I am stuck! My query is done, and works great! I can export/run it to Excel, and get what I need for my OrgPlus program. I need to automate the process. I haven't dealt with query processes, or nVision at all. I can create reports in Crystal based on a query, set up the component, page, etc., create the process, and run it - I know how to do that. I just cannot figure out how to do this with a query to Excel. I apparently don't have my Business Unit/SetIDs available in the nVision for the Report Request, that list is blank. I checked the configuration in Utilities, and Use Business Unit in nVision is checked. This is what I need:

Run query daily
Run query to excel - to a different location on another server (not the PS server)

Thank you so much in advance!

tinkertoy