|
|
|
Schedule a simple
Crystal Report to export to HTML every weekday at
specified times of the day. |
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Schedule a number
of reports as a "package" to export to PDF every
Monday and Friday at specified times of the day. |
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Schedule to delete
specified files from a specified folder every other
Sunday at 19:00. |
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| Event-Based Schedule |
Fire
off and deliver reports automatically when an
event occurs. Here are some examples.
|
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5. |
Group a number of
event-based activities and determine timing, order
of execution and more |
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| Dynamic Schedule |
CRD
will reel through a list of parameter values,
generate a unique report for each value, and deliver
each report to a unique destination (e.g. email
address, folder, etc).
|
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7. |
Dynamic Package |
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8. |
Burst out groups,
sections and sub reports to different destination |
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9. |
Dynamically pull
parameters and destination information for multiple
recipients from a database table. CRD will
reel through these, create and deliver each report
according to the data in the table. |
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10. |
Create your own
scheduling frequencies using Custom Calendars. |
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11. |
Set up logon
credentials for main report, sub reports, table
level. Suppress non required report sections
and other options. Keep copies of exported reports
for x days. |
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12. |
How to tell CRD
what report parameter values to use. |
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13. |
Manage sub report
properties, logon credentials, parameter values etc. |
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14. |
Retry x times on
failure. What to do if the report "hangs". Take some
action if the report returns no data. |
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15. |
Destinations |
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16. |
Set up a number of
destinations (email, printer, fax, SMS, folder and
FTP) and use them over and over again. |
|||||||
Output Formats |
Learn
how to quickly set up schedules to export to pdf,
tiff, xls, and many more formats. Also shown
are output features e.g. custom report naming,
zipping the export, zip encryption, deferred
delivery, and lots more.
|
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18. |
Run an exe, update
a database, etc before or after a report is run. |
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19. |
Insert Constants
(e.g. Yesterday's Date, CurrentScheduleName,
ExportedFileName) to automate otherwise repetitive
and mundane processes. |
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20. |
User Management |
Set up a new CRD
users and groups and assign specified schedules
and security rights.
|
||||||
21. |
Make CRD pick up
changes to the report structure automatically. |
|||||||
22. |
Set up CRD to use
MAPI to send emails. |
|||||||
23. |
Set up CRD to use
Exchange Server to send emails. |
|||||||
24. |
Set up CRD to use
CRDMail to send emails. |
|||||||
25. |
Set up CRD to send
SMS text alerts. |
|||||||
26. |
Set up CRD to use
SMTP to send emails. |
|||||||
27. |
Set up CRD to use
GroupWise to send emails. |
|||||||
28. |
Schedule and automatically
backup the CRD system and files. |
|||||||
29. |
Set up CRD to use
the Application Scheduler. |
|||||||
30. |
Set up CRD to use
the Windows (NT) Service. |
|||||||
31. |
Set up
Contact and Groups using the CRD Address Book. |
|||||||
32. |
Use
smart folders to group schedules and to report on
schedule activity |
|||||||
33. |
Don't
type the same password, email body, signature etc
over and over again. With User Defaults you
can enter than once, and reuse them each time your
write a schedule. |
|||||||
34. |
Set up an audit
trail showing activities that have happened in CRD. |
|||||||
35. |
Connect to and
administer remote installations of CRD from your PC. |
|||||||
36. |
The "Master"
controls a bank or "cluster" of PCs ("slaves") and
instructs them what to run and when. See how
easy it is to set this up. |
|||||||
37. |
The
CRD data (schedule info etc) is stored in a Access
database locally. Migrating to a SQL, Oracle
or other ODBC compliant database gives you
enterprise scalability and reliability - and gives
you the ability to write triggers, stored procedures
and add custom functionality.
Important: Click here and read this document before you begin the process. |
|||||||
38. |
Migrate back to the local file system. Useful
if you know your server is going to be down for
maintenance. |
|||||||
39. |
A quick tutorial
on the features and benefits of the "Outlook" tab. |
|||||||
40. |
Set schedules to
poll and run only during certain hours of the day |
|||||||
41. |
Insert the
resulting value of a field in the Crystal Report
into other parts of the system e.g. email, file
names, etc. |

