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Business Process Automation Platform

Building a task that sends a Crystal Report by email

This example will create a task that automates the running of Crystal Reports. The task runs regularly based on a schedule, it queries the database of a database system, runs a Crystal Report and sends the report via email to a specified user.

Overview 2(1)

This task is made up of 4 steps.

Step Name Tool What it does
Daily Schedule Event: Schedule Determines how frequently the task is to run.

Scheduling a Task

Retrieve Information Input: Database Query (ODBC) Reads the database of a business system to find details to map to parameters in the report.

Querying a database

Run Crystal Report Format: Run Crystal Report Uses data obtained by the query and presents it in the report.

Running a Crystal Report

Send Email Output: Send Email (SMTP) Sends an email containing the report.

Sending an email

To read about designing other tasks see

Task Design