Event Triggers
Set output format options.Set output format options for a merged Excel file before delivery.
Create a Package of Reports.A report pack can be sent to a client with all reports compressed into a single zip file, or merged into one Excel workbook.
Blank report Exception handling.If a report genuinely has no data behind it, CRD can be configured to do a number of things with the report & schedule.
Exception Handling.Should an error occur define the action(s) CRD should follow.
Simple Bursting Mode.Useful for Crystal Reports with small groups where each group is delivered to a single destination in the same format.
Use inserts to determine report destination.Use a Data item to determine the destination for each group. Email addresses from a database using a SQl Query & CRD inserts.
Advanced Bursting Mode.Useful for reports with lots of groups where each group may be delivered to multiple destinations in different formats.
Define the report parameter.Use a static parameter or use CRD Inserts to dynamically populate the parameter from the Crystal Report.
Set MS Word output format options.For MS Word (DOC): Set document properties (Title, Author, Company, etc) choose from Uncompressed, LZW, RLE.
Set MS Excel output format options.For MS Excel (XLS), Data Only, Excel 7, 8, & 97-2000: burst report groups into separate worksheets in the same workbook.
Set CSV output Format options.Use any character separator, or use "tab", choose comma, or any delimiter (or not, if you do not require one).
Set Acrobat output format options.Add watermarks, bookmarks, set properties e.g title. Add password protection e,g. Print, Edit, Owner & User Passwords.
Add a Custom Action to a Schedule.Create a custom action which can be executed at the end of a report schedule to confirm schedule completion for example.
Add several Custom Actions to the same Schedule.Create your own workflows by adding as many Custom Actions to an Automation Schedule.
Custom Actions.Use Custom Actions pre or post-delivery of a schedule to create a workflows.
Merge PDF Files.Use Automation Schedules to Merge PDF files in a specified folder.
Set up a packages of Dynamic and Data Driven Reports.Packages make it easy to send many reports in the same email. Reports can be zipped before delivery and password protected.
Create a Data Driven Email.Use Data Driven inserts to populate an email with Names, Dates, Order numbers and much more.
Set up a Data Driver.Use the data in your database to populate Report Parameters, destinations, formats and much more.
Set up a Dynamic destination.CRD will automatically enter the required parameter values, export & deliver the report to the corresponding email.
Compose a Dynamic email.Using Dynamic inserts CRD will automatically enter the required values from your own database.
Run Crystal Reports on your own schedule.Can’t find what you need? Use Custom Calendars to set your own business driven scheduling frequency e.g. 4-4-3.
Schedule Crystal Reports for the 1st day of every Month.Schedule a Crystal report to on the 1st day of every Month except for certain user specified dates.
Schedule your Month End Crystal Reports.Schedule a report to run the last day of every Month at a set time.
Schedule a Crystal Report to run daily.Schedule a report to run every day at a set time excluding specific days by using exception calendars.
Create your desired scheduling frequency.Set a schedule weekly on a Sunday and a Monday at a set time. Repeat the schedule every x minutes until a certain time.
