my problem is that i have to mail crystal reports through outlook to different vendors. I've got the solution how to mail through outlook but the problem that i am facing now is that i have to attach the report and the report should be such that it shows details of a particular row from the database. i tried using .rpt file and attached it but since .rpt is a saved data the same data goes to all the vendors and not a different quotation.
The "rpt" file itself is just the definition of the report. It doesn't contain data. You'll have to run the report and export it in some file format, e.g. as PDF. You could attach that PDF file to your email.
Like splattne said...You would use a report parameter for the vendor. Set the parameter value before calling ReportDocument.ExportToDisk().
There are different options to do what you want. The most popular one is bursting. You will create a report wich returns information for all vendors and group data by vendor. Then use a software to parse and save this report to separate files per vendor, which will be emailed to the vendors' email address ( part of the report too).
If you have BOE you can use bursting publication, otherwise you can check this website for 3rd party solutions , which support bursting: http://kenhamady.com/cru/comparisons/desktop-scheduling-engines
Most of the solutions are paid, but there are generally affordable. There are some free options like this one:
http://www.r-tag.com/Pages/CommunityEdition.aspx
Related
One of our customer's uses Netsuite ERP. We would like to be able accept pick tickets(orders) from them in a format that would allow us to import the pick tickets into our custom built ERP system. Naturally, I asked them if they could export the pick tickets as CSV to us.
They are attempting to build a custom report with all the fields we need and export it into csv. Aside from them having issues exporting the report only to HTML... Im curious as to why they cant just export the pick ticket they have been sending us, which is in pdf format.
On top of that. Ive noticed via SuitesScript you could modify the on click event to generate a csv of the data. So when they click generate print ticket, why could it not easily generate a csv at that time?
Basically, due to me not havign hands on to their NetSuite system - or any insight to the inner working of NetSuite, im looking to the community to explain to me, what they are doing wrong - or what the best solution is to attain the goal of: exporting a pick ticket(im assuming this is based from the sales order in netsuite...) in a friendly format, allowing me to automate the order entry into my company's system.
I am sure Netsuite provides CSV option for exporting Reports. Please refer to this doc.
To export a report:
On the Reports page, click the name of the report you want to see.
In the footer of the report, select Export-CSV, Export-Microsoft® Word, Export-Microsoft® Excel, or Export-PDF.
One possible problem may be the Role Permissions. Please refer to this.
If your search results pages do not include an Export button, your account administrator may not have assigned you the Full level for the Perform Search permission. This level is required for exporting search results. The Export Lists permission also is required. See Permissions for Searches.
you should be able to export pdf. Please refer to https://github.com/eliseobeltran/NSProject/blob/314c5a03c4251cd06d451527103b7b85bb63f130/GOP/Innov.GOP.GeneratePDF.js
Once you create the saved search, NetSuite has the option to export the saved search as the CSV, MS EXCEL, or PDF. But it's a manual approach. You can do it automatically by writing a JavaScript script in the Suite Script.
my client wants the legal department to do all the mailing reports for this system. I want to use Crystal for the reports instead of the clients idea of developing a reports package from scratch. The hangup with crystal is their legal department wants to do the editing of the reports in Word and have a glorified mail merge generate the PDF files that goes off for printing.
Ive played with it for a while, is there a way that i can get Crystal to take in a word document as a template and basically replicate Word's mail merge but on Crystal Server so i have the report history?
Word can not natively act as a template for a RPT file. You could write an application that parses the DOC and applies it a pre-built report using the CR SDK.
I've used Word's mail-merge functionality in the past--it's fairly reliable.
You might also consider JangoMail too. Their email-merge functionality is pretty sophisticated.
I would need to send an email with standard text (but some custom parts like names and dates) with an attached pdf report generated with ms access. I prefer a solution for access 2003, but if it works on 2007 it's fine too.
Can be done directly from ms-access or I need some other apps/work?
thanks ;)
There are several articles that might come in handy to help you with this.
Creating PDF files from within Access
http://www.granite.ab.ca/access/pdffiles.htm
Report To PDF
http://www.lebans.com/reporttopdf.htm
Using Automation to Send a Microsoft Outlook Message
http://support.microsoft.com/?kbid=161088
I have multiple Crystal Reports rpt files and I need to create only one file from them. The file might be any type of rpt, pdf, doc, excel etc.
My problem is that the report files contain subreports and creating a new report and adding them as subreports doesn't seem to work correctly, not showing the data from subreports in subreports.
I know that CR doesn't support subreports in subreports but I need to find a workaround to create only one file from the reports that I have.
Please help !
Not a problem.
Step 1: Export all your Crystal Reports to PDF.
Step 2: Use a freeware PDF merger to merge them all together.
I made a quick google search and found http://www.pdfsam.org/. According to the FAQ, they also have a command-line version (if you need to automate this process, that's the way to go).
Probably the biggest problem you'll have is making all these separate PDFs look like a single document. You might have to get creative with things like page numbers.
You should be able to create one report that contains all of the subreports. If there is no link (join) between the data, it should still work. If there is one (or more) between them, that should be possible too.
I'm in an environment where I have created reports in CrystalReports 10 and only want my users to view the report from an external application. The application is already set up to open the report with crystal, but I don't want my users to be able create or change the report. I can't seem to find a command line option to do this. Is there a runtime only version of Crystal?
embed crviewer and craxdrt components in your app (delivered with CR developer's edition, free to distribute) so that you'll be able to view reports without modifying them. Basic manipulations (zoom, search, export to pdf, display/hide details or groups) can still be done.
If you must launch this viewer from a command line, I'd advise you to embed it in an office document/file and manage it through VBA. You could for example launch the runtime version of Access (free to distribute) that will contain one generic form for Crystal Reports display.
There are Crystal Reports viewer components which you can use in your projects. They are coming with the Crystal Reports Developer editions and you can use them in almost every programming language. There you can define the report as view only if you want.
Go to SAP.com and search for "Crystal Reports Viewer". It may or may not do what you want.
Also take a look at "Crystal Reports Server". CRS XI is a nice reporting portal with many useful server-side features. Schedule reports to run and auto-publish. Generate PDF or Excel output. Limit access to reports (or groups of reports) by specific users, etc. But for your application you can use HTTP access within your application to the published results. This is a good solution for example when you have a large number of users viewing the same reports.
What about marking the file as read-only? If the viewer opiton isn't open to you.