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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
Download Brochure
Crystal Reports Automation Brochure

Crystal Reports Automation Brochure

Learn how Crystal Reports automation improves the visibility of real-time information, increases employee productivity and streamlines reporting processes.

Crystal Reports Automation

Connector Price

Crystal Reports Automation (includes Runtime)

One time purchase


BPA Platform

Standard Product Base Server

Starts from:


Configuration day(s) required subject to requirement.

Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.

The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.

It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.

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