How do I use CRD to export Crystal reports to CSV format?
CSV is a simple file format used to store tabular data, such as a spreadsheet. CRD lets you customize them before delivery. Here's how.
CSV (*.csv) outputs in Crystal Reports
To export CSV outputs in Crystal reports, follow these steps:
The output format is selected as part of the Destinations setup for each destination type. The tab above can be found in the Destinations section of a schedule.
Use the default CSV export method: Select this option to use the default CSV export method.
You can enter any character or use tab as separator.
You can enter any character as Delimiter.
CSV Export Mode
Legacy: Available for Crystal Versions below Crystal 2008.
Standard: Only available for Crystal Versions 2008 and above.
Select your required formatting options.
Use this option to select to export all pages or just a selection.
Determine file summary by filling in the required properties as illustrated above.
If properties are not filled in or are left blank, the original properties which exist in the exported report will be preserved. To overwrite these with a blank, enter a space in the field you wish to overwrite.
These options determine how the exported file will be name:
This is the option where you named the output file.
Default Naming Convention: CRD will name the output file in the following format: reportname.format extension, e.g. Catalog Report.pdf.
Customize the output file name: Choose your own filename or right-click and use the Insert Function to insert a value.
Customize output extension: Choose your own extension. This is useful for system integration. For example, the default extension for a character separated file is "CSV," but you can give your export an extension of "txt" so that the file can be read by another already existing system you may have. You may also right-click and use the Insert Function to insert a value.
Append date/time: This is useful for the following reasons:
If the filename is the same each time, and it is being exported to the same folder each time, then it will be overwritten by the latest one each time. By appending date and time to the filename, each file remains unique, and no files are overwritten.
You can track which reports ran and when they ran by looking at what the report is named.
Compress (ZIP) Output: Zips the output. Ability to use .zip encryption as well.
Zip File Encryption: Check the option to encrypt and password protect the zip file.
Defer Delivery: The report will be generated at the scheduled time, but will not be delivered to the specified destination until later.