Automated reporting
Easily schedule your Crystal reports.
Generate reports in various formats:
pdf – Adobe |
xls – Microsoft Excel worksheet |
doc – Microsoft Word document |
html – HTML document |
rpt – Crystal Reports file |
rtf – Rich Text Format file |
txt – Plain text file |
csv – Comma-separated values file |
Generated reports can be sent to any combination of:
| Email |
specify recipients, subject, message body |
| Print |
specify printer and page size |
| File |
specify name and location – can be intranet |
Report on the database defined in the report, or specify a different (similar) database.
Specify Record or Group Selection Formulae to override those defined in the report.
Use the same report definition to generate reports on different schedules, with different
selection formulae, in different formats, sent to different recipients, printers or files, etc.
A selection of Crystal reports is supplied for the ReportSCHEDULER database itself (e.g. which
reports are currently scheduled or which reports ran yesterday).
Crystal Reports 10 run-time is supplied. If you have the full Crystal Reports product on the
same computer, the supplied installation configures it for use with ReportSCHEDULER.
< Top of page
Email
Send a generated report as an email attachment (optionally zipped), with a custom message.
Easily re-select recipient addresses used previously.
The BadgerNT email server runs in the background (as a Windows service), providing
store-and-forward functionality if your SMTP server is not always available.
< Top of page
Timing controls
Schedule reports to run at a specified time of day:
| daily, every weekday, or every x days |
| every x weeks on the specified day(s) |
| every x months on the specified date |
| every year on the specified date |
| define custom calendars for dates when a report should run (or not run) |
...or run at specified intervals through the day, from 1 minute upwards.
A scheduled report will not start if it is still running from the previous invocation, but
will wait for the next scheduled interval time.
A report can also be run without a timed schedule, on an ad-hoc basis.
To schedule reports based on the presence or absence of a file or folder, see the full ActivitySCHEDULER product.
< Top of page
Security
Run the reports in your own user context to maintain security.
Restrict the users who are allowed to create (and subsequently own) a scheduled report for
running/scheduling.
Restrict the users who are allowed to manage scheduled reports in the Policy Manager.
Maintain each user’s password in the database, encrypted using an implementation of DES
written by Eric Young (eay@mincom.oz.au).
This is used both for logging-on to the Report Wizard (for preparing automated reports) and
Policy Manager (for managing automated reports), and for running automated reports in that user-context.
< Top of page
Management
Manage your scheduled reports using the Policy Manager, or remotely using the web version.
The Policy Manager shows each scheduled report with information such as its owner (who created it),
success or failure when last run, next scheduled run time, scheduled frequency, when last updated, etc.
See at a glance which reports are currently running, and are due to run.
Manually abort an over-running report if required.
For each scheduled report, view a history of each run with start/end times, duration,
success or failure, next scheduled start time or user who started it manually, etc.
< Top of page
Advanced scheduling
For more advanced scheduling features, both for your automated reports and for automating other
tasks, upgrade to
ActivitySCHEDULER.