CE10 scheduling reports to export to excel

[CCGuRu]

We're moving to CE10 soon and I need to schedule some basic Business Views to export to excel worksheets automagically with predetermined filenames based on date such as abcdmmdd (abcd1025)....
Can this be accomplished in CE10 or do I need to evelop a custom process or is it best done through a thrid party tool?
Any help appreciated!

 

[MJRBIM]

CE-10 will allow you to add a time-date stamp to your file name when it exports a SCHEDULED item to EXCEL, but not just the date...

EXAMPLE - FileName2006-10-25-07-02-29.xls

 

[CCGuRu]

Good to know, thanks MJRBIM.
Is it pretty straightforward to schedule a BV to export to excel? We've been quoted many hours to modify the BVs to export to excel and without first seeing the app and process, I don't want to go ahead and pay the amount asked for....

 

[IdoMillet]

What's BV?

There are 3rd-party tools (see list at:

http://www.kenhamady.com/bookmarks.html)

that allow you to schedule Crystal exports and provide full control over dynamic export file names (including the ability to restrict the date stamp to just month and year info).

- Ido



view, e-mail, export, burst, distribute, and schedule Crystal Reports.

http://www.MilletSoftware.com

 

[CCGuRu]

BV=BusinessViews
Thanks for the link, have already looked at those but want to do it native if possible.

 

[MJRBIM]

You can't schedule a Business View. You can create a crystal report that pulls from a Business View as a datasource, and then publish that report file (RPT) to CE-10.

Once the RPT is in CE-10 then you can set up a recurring schedule to run and export the file to XLS format with the time and date stamp as listed above. Those XLS files are stored within the CE-10 File Repositories.

If you want those XLS files to go to an external destination (eg. E-mail, FTP, Unmanaged Disk) then you will need to set-up those DESTINATIONS in CE-10, and schedule the reports to deliver them there.

 

[CCGuRu]

Thanks for the overview MJRBIM! That helps me envision the whole process. I also found some Business Objects documentation on exporting to excel, so I've got a pretty good handle on what I'm up against!
Thanks again.