schedule a report

[jschill2628]

I have a crystal report uploaded into Business Objects. I want to schedule this report to a select group of people. The tricky part is that I want to schedule to report to run a month and ten days after the quarter ends. I also want to report to cover the previous quarter’s data.

So for example I want the report to run on February 10th, and give me October through December’s data.

1. what my formula in my selection criteria be, and
2. how would I schedule that to run like that

 

[Madawc]

Crystal Reports need to be run manually. There's a different piece of software called Crystal Enterprise that does allow scheduling. I've never actually used it, but I assume it is quite expensive.

If you have Microsoft Outlook or similar, you could schedule reminders about when the report should be run.

Madawc Williams (East Anglia, UK). Using Crystal 11.5 with SQL and Windows XP

 

[jschill2628]

Okay so to be clear, I am currently scheduling rcrystal reports to be run out of Business Objects Enterprise, it is a really easy process to do. My question come in two fold.

1. what my formula in my selection criteria be, for a report to automatically run ten day and a month after the quater ends, and
2. how would I schedule that to run in BO

Thanks!

 

[huytonscouser]

I investigated Business Objects enterprise to streamline report automation. Found it to be very lacking and cumbersome to set up. Ended buying CRD 7 from ChristianSteven software. Very nice product, and self intuitive, and loads of features not present in BO.

 

[RTag]

jschill2628, this is pretty simple scenario and it should be easy to schedule the report using BO. For example you can try to create a schedule with starting date May 10th which will run every third month.

The formula inside the report could be relative to the last full month:
start of the period : DateAdd("m",-4,Minimum(LastFullMonth))
end of the period: Minimum(LastFullMonth)-1
If you run this on May 10th 2012
these statements will return:
start - 1/1/2012
end - 3/31/2012

In case you have a lot of data it will be better to use SQLExpression since the data retrieval will be processed on the server. Then the functions for the beginning and the end of the period should be in the native SQL syntax used from your database.

http://www.R-Tag.com

Viewer, scheduler and manager for Crystal reports.
Send your report everywhere.

 

[Madawc]

Try posting in the Crystal Enterprise forum,

http://www.tek-tips.com/threadminder.cfm?pid=782.

Madawc Williams (East Anglia, UK). Using Crystal 11.5 with SQL and Windows XP

 

[kate8]

You can schedule your report to run Monthly on the 10th day from BO InfoView.
For getting data for last 3 monthes, you can use this. I got helps from this forum:
timestamp in [dateserial(year(currentdate),month(currentdate)-3,1) to dateserial(year(currentdate),(month(currentdate)-1)+1,1)-1]

Good Luck!