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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:
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Email a dynamic-content message for the report as a whole or for each Group Level-1.
Messages can be queued to provide faster (or deliberately slower) throughput, resiliency against network outages, archiving, and testing.
Message bodies and options (subject, From, To, attachments, ...) can incorporate dynamic content from fields/formulas in the report (via drag & drop tokens) and can be formatted as HTML.
Insert Emoji into the email subject depending on dynamic conditions:
Embed HTML tables with report information inside an email message:
Auto-Generate HTML Tables to email Report/Group Data:
Embed the report as image(s) inside the message body:
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Schedule exporting, emailing, and printing of reports based on parameters and options you specify (and save) during an interactive session. Note: logon information is saved using strong encryption.
A command line interface allows calls from batch files, schedulers (including the free Windows Task Scheduler), desktop shortcuts, or any other program.
Integrated dialogs allow you to:
a) Generate a command line, insert into a batch file, and create a scheduled task (see demo image), and
b) Manage and monitor scheduled tasks (see demo image). See:
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Email Alerts & Exception Reports by scheduling Crystal reports with an option that aborts processing when the report has zero selected records. This supports BAM (Business Activity Monitoring) functionality by alerting managers to exception conditions related to quality, productivity, inventory, expenses, order processing, accounts receivable, product returns, complaints, delays, budgets, discounts, pricing, etc.
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Generate Auto-Refreshing Web Dashboards:
see multi-panel web dashboard.
see dasboard with >drill-down.
see dashboard with drill-across.
see password-protected web dashboard (use demo as user id & password).
see web dashboard with multi-level drill-down created using the auto-refreshing web dashboard wizard.
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Generate Web Grids, Web Pivot Tables/Charts and Web Schedules:
for online data access/analysis via browsers and mobile devices.
See Web Grid example and video demo:
See Web Pivot with Saved Layouts example and video demo:
See Web Schedule example.
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Search and Mass-Update Reports
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Excel Features include:
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Use Excel data to Generate auto-refreshing Web Schedule, Web Grid, or Web Pivot/Charts.
See video demo:
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Use Excel workbooks to email groups of rows and embed them as HTML tables in the message body:
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Excel bursting exports can generate either a separate excel workbook file for each Group or multiple sheets (tabs) within a single workbook. The process can convert the data to formatted tables with filtering and sorting options:
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Excel exports can be inserted as tabs in a specified excel file to create briefing books.
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Excel data can be grouped and mail-merged into MS Word templates. The process can populate individual tokens and even tables. The resulting dynamically named files can be converted to PDF and can be emailed to dynamic destinations based on the excel data.
See video demo:
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Excel exports can be converted to .xlsx files.
Multi-tab excel export (due to 65,536 row limitation) can be merged and converted into a single-tab .xlsx file
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Excel exports can automatically refresh excel dashboards with pivot charts, pivot tables, and slicers:
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Excel exports can automatically generate Pivot Tables:
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Excel exports can be password-protected against unauthorized viewing and/or editing.
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Excel exports can be inserted into templates while cloning formats, formulas, icons, and sparklines and applying Table sort/filter options from the template. See sample image.
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Excel files can be manipulated by running macros, fitting column widths, displaying auto filters, freezing panes, setting print properties, transferring tabs, saving as pdf, filling ranges with Crystal formula values or with file exports. See sample image1 & image2. |
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Export to Excel tables
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Upload Excel data to new/existing Google Sheets
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Data from Excel and CSV files can be bulk loaded (very fast process) to append/replace/update data in SQL Server tables:
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PDF Features include:
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PDF exports can include Color-Coded Bookmarks & Table of Contents for easy online & hardcopy navigation.
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PDF exports can be password protected (128 or 256-bit AES encryption) and restricted (for example, prevent editing).
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Add Digital Signatures.
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Highlight or Redact Text in PDF files:
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PDF files can be Merged to create mixed page layouts, combine & staple output.
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PDF files can be Split based on bookmarks or based on embedded hidden text formulas.
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PDF files can be Split and emailed based on embedded text tokens:
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PDF files can be Linearized (web-enabled) for faster opening via web links.
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Export/Burst to BMP, JPEG, WMF, EMF, EPS, PNG, TIF or GIF Image Files (via an option to convert PDF files to image files).
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PDF Forms can be Filled using Crystal formula values.
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PDF exports can generate Form Fields, including digital signatures, for user input based on Crystal formulas.
This means that you can use Crystal Reports to design pdf forms, and Visual CUT to generate and distribute these forms.
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PDF files with embedded files and Drill-Down links can be created:
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PDF invoices following the ZUGFeRD electronic data exchange standard can be generated.
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PDF files can be Merged to create multiple Layers inside a single pdf file.
Within Acrobat reader, users can then turn the visibility of each layer on or off.
This is particularly useful for map layers. You can control the naming and initial visibility of each layer.
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Add web, email, or file links (hotspots) with optional text to PDF files.
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Add an image with an optional hotspot to PDF files.
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Split the printout of a PDF file to different printer trays.
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Other Special Capabilities include:
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MS Word template documents can be filled (mail merged) with Crystal field/formula values and saved/emailed to dynamic destinations. See
sample image. Video demo:
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ODBC Exports can replace or append to existing tables.
This provides ETL (Extract, Transform, Load) and scheduled data snapshot functionality.
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Print to multiple printers in a single pass.
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Print Burst so each Group Level-1 becomes a separate print job (useful for separate stapling).
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Split the printout of a PDF file to different printer trays.
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Add dynamic watermarks (e.g. 'Copy 1 of 4') while printing. See sample image. |
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Export to multiple file formats in a single pass.
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Text exports or files can be merged into new or existing files.
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Text exports can be embedded in email message bodies.
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FTP/SFTP files to dynamically named web server folders using simple or secure connection.
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Zip and password protect files for secure single-file emailing of report exports.
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Trigger dynamic calls to Web Services (e.g. EzTexting for SMS).
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Capture incoming emails into a database and use them to trigger reports and database updates.
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