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shef99
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Quote shef99 Replybullet Topic: Automatic Report Using Frequency of Data
    Posted: 10 Aug 2010 at 9:16am
Hello Everyone,
 
This is my first post and I am new to Crystal Reports.  I have found alot of information on the internet regarding having crystal reports generate an automatic report on a schedule.  There seems to be many ways to do this.  I'm curious if theres a way for crystal reports to generate a report if a certain amount of database entries are created within a certain amount of time.
 
Basically, I work for a call center and I would like to know if a certain account is calling more frequently than normal, so that I can notify the parent company, sales rep, etc. 
 
I'm guessing an easier way to do this would be to have SQL server send out a message.  But I'm curious if I can take it a step further and have a report already generated.
 
Thanks in advance for any help and sorry if this is a ridiculous question.
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hilfy
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Quote hilfy Replybullet Posted: 11 Aug 2010 at 8:49am
In order to schedule a Crystal Report (CRS), you have to also have either Crystal Reports Server or one of the SAP BusinessObjects (BOE) packages.  That's where the scheduling functionality resides.  CRS is significantly less expensive than BOE and I think it will probably meet your needs.
 
The scheduler itself can't look into your database to determine when to run a report.  However, you could use Event based scheduling to do something like this:
 
1.  Create a job in the database that will run daily to determine whether any accounts are calling more frequently.  At a minimum, this job has to create a blank file with a specific filename in a specific folder on the server where CRS is installed if the condition is met.  I suggest that you also have it create records in a new table that include the information that you want to have appear on the report.
 
2.  Create a report that reads the table created in step 1.  Publish the report to CRS.
 
3.  In the Central Management Console (CMC) for CRS, create a File Event that looks for the file that's created by the job in step 1.
 
4.  Schedule the report created in step 2 to run shortly after the job finishes in SQL server, based on the File Event that you just created.
 
5.  On the server where CRS is installed, create a .bat file that will delete the file.  Use the Windows scheduler on the server to run the .bat file daily at some point well after the job and the report schedule are complete.  This is a VERY IMPORTANT step - the file has to be missing from the folder for a period of time in order for the Event Server in CRS to identify its appearance as an event.
 
-Dell
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