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.
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. |
Retrieve Information | Input: Database Query (ODBC) | Reads the database of a business system to find details to map to parameters in the report. |
Run Crystal Report | Format: Run Crystal Report | Uses data obtained by the query and presents it in the report. |
Send Email | Output: Send Email (SMTP) | Sends an email containing the report. |
To read about designing other tasks see