Scheduling to Excel format in CE9

[bessebo]

When I schedule to Excel format and try viewing it, it puts me in a web page. To then save this Excel spreadsheet to your own hard drive it appears that I either have to change something in the spreadsheet and then close it and it will prompt me if I want to save it to disk. Or I could highlight the whole screen and then go into Excel on my desktop and paste it into a spreadsheet.

I know that you could also allow a user to save to Unmanaged disk but we are not allowing that with our implementation.

Is there something I am missing about getting a report scheduled in Excel out to a user's hard drive?

Regards,
Bessebo

 

[bdjb]

Hi Bessebo,
Just running a report and then viewing it does take you to a web page in excel format. You would then need to do a "save as" to the local hard disk. The only two methods I know of the get the file directly in excel format is either save to unmanaged disk or to setup the email funtion. I use this to email reports to users, and then they get them as an excel attachement.

Bob

What happens if you get scared half to death twice?

Bob

 

[rhinok]

There's two issues here:[ol][li]If you want the report to be scheduled to a users hard drive, then you need to enable the Unmanaged Disk Destination as mentioned by Bob, above. Once this is done, the admin or the user can schedule the report in Excel format to the user's shared drive.[/li]

[li]Regarding the format in which the report appears in Crystal Enterprise, there's a Windows Explorer setting that determines whether the Excel-based report opens in HTML or Excel.

Check out the following article from Crystal Decisions:

http://support.crystaldecisions.com/library/kbase/articles/c2012538.asp

[/li][/ol]

~Kurt

 

[bdjb]

Hey Kurt,
Thanks for that update on the excel option! I made the change myself, much better.


What happens if you get scared half to death twice?

Bob

 

[bessebo]

You guys are the best. It worked like a charm...

Bessebo