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Bursting and Emailing Crystal Reports Print E-mail
Written by Peter Shirley   
Monday, 26 January 2009 00:00

How do you go about transmitting Macola forms and other information via email?

Exact's Event Manager product is one option, but for transmitting reports on a scheduled basis, Millet Software's Visual Cut tool is a powerful and economical solution.  Visual Cut allows you to take any Crystal report and email it to people on a scheduled basis.  Email addresses can be hard coded for specific reports, or they can be pulled from the Macola database i.e. customer or vendor email addresses;

  • E-mail a dynamic-content message for the report as a whole or for each Group Level-1 via the widely supported SMTP standard.
  • Schedule exporting, emailing, and printing of reports based on parameters and options you specify (and save) during an interactive session.
  • Control & Invoke processing of Crystal reports using command line arguments. A full command line interface allows calls from batch files, schedulers (including the free Windows Task Scheduler), desktop shortcuts, or any other program.
  • E-mail Alert Messages and exception reports by scheduling Crystal reports with an option that aborts processing when the report has zero selected records.
  • Export the report as a whole or burst each Group Level-1 to a variety of file formats, save the results to dynamically named disk files/folders and include them as attachments to email messages.

Used in conjunction with one of my many Crystal report forms, Visual Cut allows you to automate the emailing of Order Acknowledgements, Invoices, Advance Shipping Notices, Purchase Orders or any information you normally fax or mail to your customers.  Macola's standard user defined fields can be utilized for flagging customers or vendors that accept emails for forms so that you can continue to print for those customers that prefer a hard copy.

For internal use, Visual Cut provides a simple and cost effective way to distribute internal reports on a scheduled basis i.e. orders placed today, sales MTD, orders placed over a certain value.  Because Visual Cut will not email a blank report, you can also use it to create exception reports i.e. missed shipments, low inventory quantities, orders placed with price less than cost etc.

Visual Cut supports all of the available Crystal export formats - PDF, RTF, Microsoft Word, Microsoft Excel etc.  Because export paths and filenames can be pulled using information from the Macola database, you can build a repository of documents.  For example, using Visual Cut to email invoices you could create a central folder for each customer, with the invoices saved by invoice number within each customer's folder.

Visual Cut is simply one of the best 'bang for the buck' add-ons for Crystal Reports and Macola.

Click here to go to Millet Software's website for Visual CUT product information and pricing.

Last Updated on Thursday, 19 February 2009 14:58