• Schedule Types
• Custom Tasks

• Scheduling Frequencies
• Event-Based Triggers

• Output Formats
• Scalability & Admin

• Destinations

Schedule Types

• Distribute a report to a fluctuating list of recipients. For example, you can distribute a report throughout a large organization where recipients vary from one month to the next, or use other criteria that determines group membership from an existing set of users. E.g. select * from mytable where firstname = 'john' will generate the report and distribute only for records where the recipient's first name is John.
• Filter the report output using report parameter values that are retrieved at run time. For example, the parameter value returned from the table for Last Name will be Doe for John Doe and Smith for John Smith.
• Determine the delivery type and report format dynamically at run time. For example John Smith gets the report as a PDF file by email with a customized email body and John Doe gets the report as an excel spreadsheet by FTP upload to his web server.

Scheduling Frequencies

Output Formats

• Include watermarks & stamps.
• Add bookmarks based on group header.
• Set document properties (Title, Author, Producer, etc).
• Add selective password protection (Can Print; Can Copy; Can Edit, Owner Password, User Password, etc).
• Merge a package of multiple reports into a single PDF file.
• Merge any existing PDF files into a single file.

• Use any character separator, or use "tab".
• Choose any delimiter (or not, if you do not require one).

• Data Only .
• Excel 97-2000.
• Customize the worksheet (tab) name.
• Merge a package of multiple reports as individual worksheets (tabs) in a single workbook..
• Set password protection.
• Set document properties (Title, Author, Company, etc).

• Set document properties (Title, Author, Company, etc)..

• Choose from Uncompressed, LZW, RLE and fax formats.
• Select 24-bit color, 256 color or Black & White.

• Data Interchange Format (DIF)
• dBase II, dBase III & dBase IV (DBF)
• HTML (HTM)
• Lotus 1-2-3 (WK1, WK3 & WKS)
• Rich Text (RTF)
• Tab Separated (TXT)
• Text (TXT)
• Web Archive (MHTML)
• XML (XML)

Destinations

• Output to a single printer.
• Multiple copies to a single printer.
• Output to multiple printers (bulk printing).
• Multiple copies to multiple printers.

• Set up & use one or multiple SMTP servers.
• Use different SMTP servers/accounts for different schedules.
• Nominate one or more SMTP servers as backup or fail over servers.
• Connect to Secure SMTP servers.
• Connect and send via Groupwise.
• Connect & send via MAPI.
• Silent integration with MS Outlook & MS Exchange.
• Use Outlook/Exchange address book.
• Use CRD's built in address book.
• CC & BCC
• Insert additional files as attachments.
• Read email addresses from a database.
• Read email address from a mailing list (text file).
• Insert personalized tags in email body. For example, Dear {tablename.firstname}.
• Send emails in plain text or HTML.
• Use raw HTML code to construct better looking emails
• Embed report into email body.
• Read Receipt Processing.

• Output to local drives. For example C:\MyReports\Today.
• Output to network shares and UNC paths. For example \\MyServer\C\MyReports\Today.
• Output to a remote system by Dial-Up Networking or VPN.
• Choose to append to an existing file instead of overwriting it.

• Upload reports to FTP server.
• Supports Secure FTP - SSL 3 & SSL 3.1 (TLS).
• Upload non-report files.
• Download files from FTP server.

• Manual or automated output to fax driver.
• Choose to include a cover sheet.
• Single or multiple recipients per schedule.

• • Export the report data directly to a database table via an ODBC DSN.
  • Choose to overwrite if target table already exists.

• Send a text alert or simply embed a text report body into an SMS message.
• Use a local GSM Phone or device.
• Use a service provider (SMSC) via standard modem.

• Compress (ZIP) file before delivery.
• Password protect ZIP file using zip encryption level 128, 192 or 256.
• Customize the output file name
• Customize the output file extension. For example, a CSV file normally named myfile.csv can be exported as myfile.abc.
• Append a date/time stamp to the output file.
• Deferred delivery allows you to take environmental issues into account. For example, export the reports at 1am, but do not email them until 7am as the email server is unavailable during those hours.
• Use PGP Encryption to secure file before delivery.
• Select multiple destinations. For example, the same report can be emailed to one recipient and a copy saved to a folder on your server.
• Group Bursting
• Section Bursting
• Sub-report bursting

Custom Tasks

• Run Custom Tasks before report delivery.
• Run Custom Task after report production.
• Run Custom Task after report delivery.
• Run Custom Task before and after a report has exported.
• Use custom tasks to create Automation Schedules.

Event-Based Triggers

• Process Exists
• Window is Present

Scalability & Administration

Crystal Reports: CRD is supported for the following Crystal Reports Versions and Editions.

CRD does not come with Crystal runtime components included. It will interface with these components if they exist on your PC. The components are required by CRD in order to read your Crystal Reports, run them and export them. You must obtain the components yourself by buying and installing a copy of Crystal Reports Developer or Developer Advanced Edition from your regular software reseller, or from SAP. Your Crystal Reports developer, or your Crystal Reports account manager should be able to help you with this.

Make sure you visit the Crystal Reports web site and update your installation of Crystal Reports with ALL the service packs and Hot fixes that have been released for your version of Crystal Reports.

CRD may not be able to schedule some reports that were written in versions of Crystal earlier than 8.5.

In all instances, it remains your responsibility when installing Crystal Reports editions and components to ensure that you are licensed to use these components within your organization, and that you do not exceed the number of licenses you have bought from Business Objects or use them outside the licensing limitations. Please read your Crystal Reports License very carefully.

For complete details on the Crystal Reports License, view your Crystal Reports License Agreement.