Crystal Reports Automation

Do you need to automate Crystal Reports by schedule, database event, inbound SMTP email or SMS message? Or do you want to harness Crystal Reports’ XML, CSV, Excel or PDF and RTF file output formats to integrate data with other business applications or web services?

Codeless Platforms’ flexible drag and drop run Crystal Reports Connector Tool enables organisations to schedule Crystal Reports (time, date) or automate the creation and distribution from database events, inbound SMTP email or SMS text message. It can automatically create and distribute reports by email, FTP, attach the reports to a CRM record or place the report on a network location. Crystal Reports automation through the BPA Platform and its easy-to-use integration, workflow and process automation capabilities improves the visibility of real-time information and increases employee productivity.

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Automate Crystal Reports Features, Scenarios and Benefits

Features of the Crystal Reports Connector Tool include:

  • Easily access Crystal Reports via a drag and drop, graphical user interface
  • Quickly and simply import and utilise existing Crystal Reports
  • Dynamically map data to new and existing reports
  • Easily manage, map and configure sub reports
  • Access ‘Report Preview’ in Crystal Reports
  • Pass data security parameters to the report at run time
  • Schedule Crystal Reports to time, date and month

Common Crystal Reports automation scenarios implemented by organisations using the Crystal Reports Connector Tool include:

  • Automatically run statements or purchase history for a list of customers
  • Automate the creation and delivery of an order acknowledgement for each of the current day’s orders
  • Automated financial reports including aged debtors or cash flow statuses
  • Automatic manufacturing reports e.g. waste % per product line
  • Automate stock management reports across multiple locations and warehouses
  • Automatic sales reports e.g. KPI reports and sales figures by territory of account manager

Common business benefits achieved through automated Crystal Reports include:

  • Reduced back-office administration
  • Increased visibility of real-time information
  • Improved management decision-making
  • Streamlined and error-free reporting processes
  • Increased employee productivity
  • Integrate data with other business systems

Crystal Reports Automation starts from

Connector Pricing

Crystal Reports Automation (includes Runtime)

One time purchase


BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Report & Document Automation

Report & Document Automation

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.
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