Crystal Reports - question 2 - from a new user with a Microsoft Office/vba background

mytfein
mytfein used Ask the Experts™
on
Hi EE,

At work, I use Microsoft Access, Excel, and Word with VBA as a report writer/analyst.

The institution is moving to another report writer tool (not Crystal Reports - the one they bought will be be nameless for now... :-)  )

==

Have watched some Crystal reports tutorials on You tube.

Questions, please:

a)When you execute a Crystal report, can you instruct that the report should live in a server location.

b)When you execute a Crystal report, can Crystal send as email attachment.

c) Can you schedule Crystal to run in an automated way?

thx, sandra
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Senior Consultant
Most Valuable Expert 2011
Top Expert 2013
Commented:
a)When you execute a Crystal report, can you instruct that the report should live in a server location.
Not sure what you mean.  You can run reports and save the output where you want it.
Crystal can be run using a scheduler that can save instances of the report.


 b)When you execute a Crystal report, can Crystal send as email attachment.
Yes, through third-party applications, CR Server, or your own code reports can be emailed as attachments.


 c) Can you schedule Crystal to run in an automated way?
As above  through third-party applications, CR Server, or your own code reports can be scheduled.

Crystal Reports by itself is just a reporting tool and has limited capability beyond being able to develop reports.
For others (non-developers) to use a report requires an application capable of viewing the report.
SAP/Crystal provides 2 such applications, CR Server and Business Objects Enterprise.  There are also numerous viewers and schedulers available from3rd-party vendors.  Ken Hamady has a good list and reviews them each year.
http://kenhamady.com/productlinks/default.html

You can also write your own viewing/scheduling application if you wish using the Visual Studio .Net version of Crystal.

mlmcc

Author

Commented:
Hi mimcc,

On the screen where you specify where you want the report to live, can you make the file:
   a) a .pdf file
   b) I am guessing you can say xls/xlsx here, too?
   c) can you name the file dynamically using parameters that user specified
   

I will post a new question requesting  a screen shot for:
   a) where you specify the above items
   b) where you specify parameters...

I want to download a trial version of CR for 30 days, so I want to prepare before I dowload....

tx,

sandra
Mike McCrackenSenior Consultant
Most Valuable Expert 2011
Top Expert 2013

Commented:
As I stated Crystal by itself cannot do much.  You need an application to do the scheduling, viewing, exporting etc.

You can view and export when you design a report but I wouldn't want to have to run a report when a user wants to see data.

Crystal will export to PDF and to Excel.  The newest versions will do both .xls and .xlsx  

Some of the viewers/schedulers will allow you to have a dynamically named file.

mlmcc

Author

Commented:
thx so much mimcc!

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