CSSPortal
CRD
CRD® is a dynamic, flexible, function-rich and intuitive tool for scheduling, exporting, distributing and delivering your Crystal Reports® outputs. CRD (Crystal Reports Distributor) contains powerful system, event and process automation functions which will make an instant impact on your business. The merging of Business Process Automation (BPA), Crystal Reports Scheduler & Crystal Report Distribution makes CRD unparalleled as a unified Business Process Management (BPM) Solution.


Business Benefits:

  • Quick to set up and simple to use
  • Minimize and eliminate repetitive tasks and manual processes
  • Reduce costs and cut labor by automating business processes and reports from one application
  • Improve customer satisfaction through mass personalized distribution
  • Reliable data, and SOX Compliance, through automated report generation
  • Includes CSSWeb, a browser-based Rich Internet Application interface.
  • Leverages existing investments in hardware, software, email and other applications
  • Low training and implementation costs
  • Low Total Cost of Ownership

Try It For FREEWatch VideoLearn More

  • facebook
  • twitter
  • you tube
  • linkden
  • CSS-Blog

CRD has completed
the Certified for
Windows Server 2012
test and has met
Microsoft’s required
technical criteria.

Customer Spotlight

CRD® is a Crystal Reports Scheduler, Business Intelligence (BI) and Business Process management (BPM) tool that saves time and money by making it easy to automate Crystal reports. Crystal Reports distribution is easy. Just define single or packages of Crystal Reports®, schedule and run them automatically, and send the reports to print, fax, disk, ftp, sms, SharePoint or email in a number of standard formats. You can just "set it and forget it".

Business Intelligence (BI) has never been so easy to automate. Simply set up a schedule stating how often you would like each report to run, whether you'd like the output in Word, Excel, HTML, RTF, Acrobat, RPT, text format, and more and who it should be sent to.

It's easy to schedule Crystal Report to run at a specific date and time, or to run them hourly, daily, weekly, or monthly or set up your own custom frequencies e.g. 4-4-3, every other day, third Monday of the month, and so on. And the same report can be scheduled to be run multiple times with different parameters, formats, frequencies, and destinations. It makes Crystal Reports scheduling simples, hassle-free and convenient for you.

Distribute Crystal Reports and respond to your business needs by setting schedules to run based on events rather than date.  Add real-time monitoring to your Crystal Reports distribution process with CRD's Event Based Schedules, reports are fired off when events occur e.g. database value is present, file is modified, window is present, an email is received, etc. CRD makes sure the reports are created and distributed on time and error-free. Just what you want from a Crystal Reports Distribution tool.

Use CRD's unique Dynamic Schedule process to trawl through your database to find the parameter values to use and then generate and deliver a unique report for each value. Bring advanced Data-Driven functionality to your Crystal reports distribution infrastructure. And with Bursting Schedules you can quickly and easily burst out and deliver report groups to different recipients and destinations. Manage your Crystal Reports distribution needs with greater effectiveness, speed, and efficiency.

Once your schedule has been executed, why stop there?  Create a worklow by using CRD's unique Custom Actions to run another program, enter values in a database, modify a file and lots more. Or use Automation Schedules for general business process automation and workflow processing.

A great alternative to SAP Crystal Reports Server or Business Objects Emterprise, CRD's intuitive interface makes it easy to define and schedule report packages. The context (right-click) menus and full copy-and-paste support make it easy to create complex distribution schedules. The scheduling service runs as a desktop application, or as an Windows service.  It will integrate with all common email servers including SMTP and Exchange Server.

By automating repetitive reporting tasks, this Crystal Reports scheduler ensures that reports are created and distributed when needed, without error, and without costly support time.

Whether you're spending too much time running and distributing Crystal Reports output to line managers, or you need to provide corporate management with tailored reports on a regular schedule, CRD gives you the Business Process Automation (BPA) tools that your business needs.

Schedule Types

CRD's comprehensive set of job (schedule) types gives you the power you need for any occasion.
Single Report ScheduleSingle Report Schedules
A single report is set to generate at specified intervals (Daily, Hourly, Weekly etc). It is exported to a specified format (PDF, Excel, XML etc). The exported file is delivered to one or more destinations (email, FTP, printer, etc). For example, email the daily sales report to the sales manager at 8am every week day except on public holidays.
Package Report Schedule Package Report Schedules
Set up a package of reports to be generated at defined intervals and delivered to one or more defined destinations - together. For example, a monthly report pack (consisting of a number of reports) can be sent to a client with all reports attached to the single email or compressed into a single zip file, or merged into a single Excel workbook, or PDF file before delivery.
Automation Schedule Automation Schedules
Write and execute simple or complex business process automation scripts or macros using CRD's Custom Tasks. Use this schedule on its own, or as part of a more complete automation solution. Examples include Send an email, Update a database record, Upload to FTP, Update a file, Print files and lots more.
Dynamic Schedules Dynamic Schedules
Multiple instances of the same report are exported. For each instance CRD will automatically enter the required parameter values, export the report and deliver the results to the corresponding email, folder, ftp, printer or fax. The parameters and destination are read from your own database. For example, run the same report for dozens of clients without writing a schedule for each client.
Dynamic Package Dynamic Package Schedules
Dynamically generate and deliver individualized export packages for multiple recipients using the same set of reports. Dynamic Schedules for Packages! For example, you can use the same set of reports to generate individual monthly report packages for all your clients.
Event-Based Schedules Event-Based Schedules
Instantly respond to business and client needs. Fire off reports or automation scripts when a defined system event occurs. For example, trigger a report or automation script when a value in a database has changed, or when a new email arrives You can even use values in the email body text to populate parameters, email addresses, database tables and more.
Evnet-Based Packages Event-Based Packages
String a number of Event-Based schedules together as a batch to run in a specified order and/or at specified scheduled times. Use to ensure that required conditions are fulfilled before a report is exported. For example, run the report once a month, but only if the monthly total figure in the sales database matches that in the invoices database.
Data-Drived Schedules Data-Driven Schedules
Expand Reporting Services functionality! Drive all variables of your reporting requirements (parameters, destinations, output format, etc) from database tables and queries. For example,
  • 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.

Up | Scheduling Frequencies | Output Formats | Destinations | Custom Tasks | Event-Based Triggers | Scalability & Admin

Scheduling Frequencies

No other automation tool provides the huge array of frequencies that CRD makes available at your fingertips.
Every Day Every Day
Repeat every x days. For example, repeat ever 2 days will run the schedule every other day.
Every Week Day Every Week Day
Schedules will not run on Saturday and Sunday.
Every Week Every Week
Repeat every x weeks. Choose the days too. For example run every 2 weeks on Monday, Wednesday and Saturday.
Every Month Every Month
Repeat every x months. Specify only certain months. Also choose special days of the month. For example, run on the last Friday of every month except March.
Every Year Every Year
Schedules run annually on a given date.
Start& End Dates Custom Calendar
Create your own calendars for custom frequencies. For example. 4-4-3
Exception Calendar Exception Calendar
Schedules will not run on these dates. Use the built in public holidays or select your own custom "do not run" dates. For example, do not run on New Year's Day.
Event Event
Schedules will run when an event occurs. For example, Database record is modified, Database record is created, Unread email is present, File is modified, Process exists.
Repeat Until Repeat Until
Repeat schedules at regular intervals. For example, Run every Tuesday at 8am and repeat the run every 30 minutes until 5pm.
Custom Calendar Start & End Dates
Automatically set the schedule to begin on a given date, repeat at the given interval, and end on a set date. For example, Start on 1 Jan 2008. Run every week day until 31 March 2008.
Up | Schedule Types | Output Formats | Destinations | Custom Tasks | Event-Based Triggers | Scalability & Admin

Output Formats

With more output formats, and enhanced formatting & manipulation options than any other Reports scheduling tool, CRD gives you the flexibility to satisfy your formatting requirements with ease.
Acrobat Acrobat (PDF)
  • 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.
CSV Character Separated (CSV)
  • Use any character separator, or use "tab".
  • Choose any delimiter (or not, if you do not require one).
Excel MS Excel (XLS)
  • 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).
Word MS Word (DOC)
  • Set document properties (Title, Author, Company, etc)..
TIF Tiff (TIF)
  • Choose from Uncompressed, LZW, RLE and fax formats.
  • Select 24-bit color, 256 color or Black & White.
Other formats Other available formats
  • 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)

Up | Scheduling Frequencies | Schedule Types | Destinations | Custom Tasks | Event-Based Triggers | Scalability & Admin

Destinations

Flexible, highly customizable and function-rich destination functionality..
Printer Printer
  • Output to a single printer.
  • Multiple copies to a single printer.
  • Output to multiple printers (bulk printing).
  • Multiple copies to multiple printers.
Email Email
  • 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.
Disk Disk
  • 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.
FTP FTP
  • Upload reports to FTP server.
  • Supports Secure FTP - SSL 3 & SSL 3.1 (TLS).
  • Upload non-report files.
  • Download files from FTP server.
Fax FAX
  • Manual or automated output to fax driver.
  • Choose to include a cover sheet.
  • Single or multiple recipients per schedule.
ODBC ODBC
    • Export the report data directly to a database table via an ODBC DSN.
    • Choose to overwrite if target table already exists.
SMS SMS (Cell phone Text)
  • 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.
Other formats Other Destination Options
  • 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

Up | Scheduling Frequencies | Output Formats | Schedule Types | Custom Tasks | Event-Based Triggers | Scalability & Admin

Custom Tasks

Give yourself greater control by using CRD's Custom Tasks to create automation scripts. Use them as a complete automation process in automation schedules, or to provide additional enhancement as part of report export schedules.
Task FunctionsAdditional Report Schedules Task Actions
  • 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.
Other formats Available Custom Tasks
  • Run Program (bat, exe, com)
  • Open, Print Document
  • Wait/Pause
  • Send SMS
  • Execute Schedule
  • Set, Delete Create Registry Key
  • Copy, Rename, Move, Delete File
  • Write to Text File
  • Zip, Unzip Files
  • Create, Rename, Move Folder
  • Merge PDF Files.
  • Send an Email
  • Open a Web Address
  • Upload to FTP
  • Download, Delete from FTP
  • Create, Delete FTP Directory
  • Execute SQL Script
  • Run Stored Procedure
  • Insert, Update, Delete Database Record
  • Create, Delete Database Table
  • Create, Delete Table Column

Up | Scheduling Frequencies | Output Formats | Destinations | Schedule Types | Event-Based Triggers | Scalability & Admin

Event-Based Triggers

Respond instantly to business and client needs by firing off reports and automation scripts when an event occurs. CRD gives you a list of triggers to suit any occasion. All the triggers below can run if the condition is True or if the condition is False.
Database Record exists Database Record Exists
Apply to new database records only, or to any matching database records.
Database Record Has Been Modified Database Record Has Been Modified
Choose to include New (Inserted) records and Deleted records. Use this for follow-ups by selecting to only match the condition if the record has been (or not been modified) in x minutes. Repeat the action every x minutes until the condition is no longer true, or run just once.
Unread Mail Is Present Unread Mail Is Present
Monitor a POP or IMAP mailbox for new emails. Forward or Redirect. Delete mail after processing. Read the body text and other mail sections (sender email, subject, etc) and use the values to populate report parameters, email addresses etc. For example, send the report to the sender of the email.
File Exists File Exists
Use this trigger to respond to the existence of a new file in a local or network folder.
File Has Been Modified File Has Been Modified
Great for monitoring log files, but works equally well for all other types of local or network files.
Other formatsOther Event Triggers
  • Process Exists
  • Window is Present

Up | Scheduling Frequencies | Output Formats | Destinations | Custom Tasks | Schedule Types | Scalability & Admin

Scalability & Administration

Beyond its basic functionality, you want to know that CRD can extend its capabilities to satisfy your needs as your business demands grow. Below is a brief list of some of the functionalities which put CRD (and you) years ahead of the market.
  • System Monitor
  • Multi-Threading
  • Clustering
  • Remote Administration
  • Store CRD database in any ODBC-compliant database format
  • Report History Snapshots
  • CRD Constants
  • User Constants
  • Data Items
  • Hours of Operation
  • Folder Housekeeping
  • Scheduled System backups
  • Command-Line Options
  • Desktop Application Scheduler
  • Windows Service Scheduler
  • Secure User Logon Profiles
  • Integration with Windows Authentication

Up | Scheduling Frequencies | Output Formats | Destinations | Custom Tasks | Event-Based Triggers | Schedule Types
 
Hardware Hardware Pre-Requisites
Minimum recommended: P4 750MHz/ 500MB disk space/ 1G memory.
PC Type: Desktop, Server, Virtual Machine
Operating System: Windows NT4 SP6a, Windows 2000, Windows 2000 Server, Windows XP, Windows 2003 Server, Windows Vista, Windows Server 2008, Windows 7
 
Software Software Pre-Requisites

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

Standard Not Supported
Professional Not Supported
Developer Supported for Crystal Versions 8.5,9,10,11 (XI), 12 (2008),13 (2010) and 14 (2011)
Advanced Supported for Crystal Versions 8.5, 9 & 10

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.

Other Software Requirements: Download Download full pre-requisites list.