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Run Scheduled Report Based on value in report 1

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random621

Technical User
Jul 16, 2003
54
US
I am using Crystal Reports XI / Central Management Console to email many reports out each day. I also use Win XP Pro on all computers involved.

Is there a way I can email out a scheduled report ONLY when a specific value occurs in one of the fields in my report?

Here is the scenario, we have a report that we email to clients each day to tell them if they are on margin call, I generate ALL the individual client margin call reports as individual PDFs right now and then a human being in our office decides which of the PDFs need to be emailed to clients because they are on call.

What would work far better is if I could schedule the email to go directly to the client with the report attached but ONLY when the margin field is less then 0.

I have no idea where to even start on this, so any advice would be greatly appreciated.
 
Hi,
Can you do 2 runs ( if you need both )..One that only shows margin > 0?

Mail those..



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To Paraphrase:"The Help you get is proportional to the Help you give.."
 
Turkbear - thanks for the reply. After I posted my original question I remembered someone mentioning a product called Visual CUT from Millet Software (Ido Millet is a poster on this site I believe). The software only costs $300 and with it I was able to generate an email to each client with their report and only send the emails where the margin call was < 0. The software seems easy enough to use for basic jobs and also seems to have a ton of usability for more advanced ideas once I get to learning it more. Plus Ido was very helpful and informative over the phone, I HIGHLY recommend Visual CUT for anyone who does scheduled report delivery!
 
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