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 Crystal Reports Forum : Crystal Reports 9 through 2022 : Tips and Tricks
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spencerpc
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Quote spencerpc Replybullet Topic: Automating Crystal Reports
    Posted: 11 Jul 2007 at 7:08am
Hi,
 
Just a quick question to see if I can steal some ideas Wink. I've been using a product called TaskCentre to automate my Crystal Report by schedule or SMTP, SQL or SMS triggers. Primarily, I've used this tool to automate management reports and credit control letters etc but I'm wondering if anyone out there has automated their crystal reports for customer/trading partner service activities? If so, can you give me some examples of what you've automated and what savings you've made?
 
We're a distribution company so any examples related to customer/trading partner service in this arena would be more than welcome!!!
 
Thanks in advance,
 
spencerpc
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Kevinma
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Quote Kevinma Replybullet Posted: 20 Nov 2007 at 6:26pm
I use InfoView (Business Objects) to schedule reports to all types of people from CEOs, managers and Ministry to lowly ambulance drivers.  It works well with the users managing their own input parameters.
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Narmi
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Quote Narmi Replybullet Posted: 18 Dec 2007 at 1:39pm
I logged on to ask almost the exact same question.  But I want to the reports to auto-generate every month so that they can be sent out as PDFs to the sales staff.  Is InfoView the only way to do this?
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Lugh
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Quote Lugh Replybullet Posted: 19 Dec 2007 at 5:50am
By no means!  There are a large number of solutions out there.

For a pretty complete list, I'll point you to the inestimable Ken Hamady's page.  Lots of good stuff there.  And more good information if you email him.
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IdoMillet
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Quote IdoMillet Replybullet Posted: 26 Dec 2007 at 10:52am
The typical challenge in emailing reports to customers and sales staff is the need to burst the report so that each recipient gets only their part of the information.  Search Ken's page for tools that can burst reports.  My Visual CUT software is one of those tools...  :o)

- Ido
view, e-mail, export, burst, distribute, and schedule Crystal Reports.
www.MilletSoftware.com
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