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 NameToolWhat it does
Daily ScheduleEvent: ScheduleDetermines how frequently the task is to run.

Scheduling a Task

Retrieve InformationInput: 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 ReportFormat: Run Crystal ReportUses data obtained by the query and presents it in the report.

Running a Crystal Report

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

Sending an email

To read about designing other tasks see

Task Design

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Running a Crystal Report

Introduction Run Crystal Report is a Format tool used to import a pre-designed Crystal Report. It outputs the report in one of a range of formats which can be consumed byother tools in TaskCentre. The report can be run in one of two ways:…

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