Automating Crystal Reports
Printed From: Crystal Reports Book
Category: Crystal Reports 9 through 2020
Forum Name: Tips and Tricks
Forum Discription: Have you learned some great tricks to share with the group? Post them here!
URL: http://www.crystalreportsbook.com/forum/forum_posts.asp?TID=990
Printed Date: 03 May 2024 at 8:48am
Topic: Automating Crystal Reports
Posted By: spencerpc
Subject: Automating Crystal Reports
Date Posted: 11 Jul 2007 at 7:08am
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Hi,
Just a quick question to see if I can steal some ideas
 . 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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Replies:
Posted By: Kevinma
Date 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. |
Posted By: Narmi
Date 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? |
Posted By: Lugh
Date Posted: 19 Dec 2007 at 5:50am
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By no means! There are a large number of solutions out there. For a pretty complete list, I'll point you to http://www.kenhamady.com/bookmarks.html - the inestimable Ken Hamady's page. Lots of good stuff there. And more good information if you email him. |
Posted By: IdoMillet
Date Posted: 26 Dec 2007 at 10:52am
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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 |