2 Replies Latest reply on Nov 21, 2013 6:20 AM by karenpeacock

    Scheduled report automation

    Mariusz.Maniak Expert

      Hi all,

       

      My account managers asking me for monthly report of IPC created by customers. I want to do this with one report, but there is condition: each AM can see only his own customers. Is there a way to shedule report/query and somehow parametrize it, to get filtered results for Account1, and send an email to Account1, then filtered results for Account2, send email... in one scheduled action?

      I can prepare report for each account separately, and shedule it separately, but this is time consuming, hard and boring work, and I'm looking for easier solution

        • 1. Re: Scheduled report automation
          Apprentice

          I dont think its possible - could be wrong though.  I've had a similar issue, and ended up creating one Crystal Report with 40 instances.  Took ages to setup, but once it was done, I never had to worry about it again...

          • 2. Re: Scheduled report automation
            karenpeacock SupportEmployee

            Hi

             

            The functionality you require is called report bursting.  Google "Crystal Report Bursting" and you'll see lots of advice from SAP (and others) explaining what this is. 

             

            I haven't set this up myself but I believe that this requires an additional licence for additional Crystal Server modules to get this ability.  You can check this by running CMC (Central Management Console) on your Crystal Server box from the Crystal Server 2008 group.  Go to a folder and click Manage - New.  If you don't see the option to create a new Publication then I believe that the functionality isn't enabled on your licence currently.

             

            Regards

            Karen