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Crystal Reports CSV Exports

Deliver the File Your Next Business Process Needs.

CRD Crystal Reports Scheduler

Replace recurring manual exports with a configured file-production and delivery job in CRD. Prepare the structure, name and destination the receiving system requires. All CRD functionality is included in your licence, with no paid feature add-ons.

Maintain the required CSV separator and delimiter settings.

Produce meaningful file names for recurring handoffs.

Deliver to the approved folder or transfer destination.

Validate the file in the application that must consume it.

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A Crystal report passes through CRD automation into a recurring CSV file handoff.

The Receiving File Challenge

A Successful Export Is Not the Same as an Accepted File.

A vendor or finance process may need exact headers, dates and identifiers. CRD repeats the configured export and delivery, while your agreed file specification defines the result.

The Structure Has to Match

The receiving application expects the required fields, headers and quoting.

Small Changes Can Break the Handoff

A date order or lost leading zero can change how a record is interpreted.

The File Has to Arrive Correctly

The name, destination and reporting period are part of the delivery requirement.

Why Choose CRD

Produce the Recurring File Your Receiving System Expects

Choose CRD to maintain export settings, naming, timing and destination around the file your next process needs.

SAP Crystal Server

CSV Export and File Delivery

SAP Crystal Server exports CSV and supports file delivery, including SFTP.

Scheduled CSV delivery can supply files to an established reporting destination.

CRD

A Maintained File Handoff

Export settings: configure the supported separator, delimiter and runtime export mode.

File naming: include the required date, time or other available values.

Delivery: use the folder or supported transfer destination your receiving process requires.

Two production routes: export an existing Crystal report or use a configured database-query task.

Exceptions: define what happens when the report is blank or delivery fails.

All CRD export, task and delivery functionality is included in the licence at no additional feature cost.

An Agreed Daily Transaction File

For example, a daily transaction file needs CustomerID, PostingDate and Amount headers, comma separators and double-quote qualifiers. Validate a sample in the receiving system before scheduling the recurring delivery.

01

Keep the Identifier

CustomerID: 00123. Confirm that the leading zeros survive the export and import.

02

Use the Required Date

PostingDate: 2026-10-28. Check the agreed year-month-day order.

03

Match the Numeric Value

Amount: 1250.00. Verify the decimal character, quoting and field boundaries.

04

Deliver and Import

Check the agreed file name, transfer destination and actual test ingestion.

Choose How the Required Data File Is Produced

An RPT export and a database-query workflow are different routes. Select the one that fits the source and receiving specification.

✓

Export an Existing Crystal Report

Use CRD’s CSV output settings with your existing report and the compatible Crystal runtime.

✓

Create a File From Database Data

Use a configured Automation Custom Task when the handoff needs query results rather than an RPT export. Automation functionality is included in the CRD licence.

✓

Maintain the Delivery Requirement

Keep the recurring timing, output name and approved disk, network or transfer destination in the reporting workflow.

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CRD prepares a structured CSV file and routes it to the approved destination folder.

Maintain the File Contract Across Reporting Runs

Choose the required content first, then check the exact file that the receiving application will read.

01

Separators and Delimiters

Set the supported character or tab separator and delimiter to match the receiving requirement.

02

Runtime Export Mode

Use the applicable standard or legacy CSV mode for the installed Crystal version. Check its formatting behavior with your report.

03

Names and Extensions

Use the output-name settings and available Inserts for the required name. A different extension changes the name, not the data format.

04

Add the Processing Your Handoff Needs

Use a configured task or script when the receiving system needs changes beyond the export settings. Validate the finished file through its complete import process.

Import the Trial File Into the Receiving Application

Use the free 30-day trial with the actual receiving specification. Inspect headers, dates, quoting, encoding, decimals and leading zeros, then perform a test import. A successful upload alone does not establish that the receiving process accepted the file.

✓ Correct fields and headers ✓ Dates and identifiers ✓ Encoding and quoting ✓ Successful test ingestion

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Before You Start

Your CSV Handoff Questions, Answered

Practical questions about recurring files and receiving-system requirements.

Can I choose separator and delimiter characters?

Yes. CRD’s CSV settings allow a character or tab separator and a delimiter character. Use the receiving specification and check the actual exported file.

What is the difference between standard and legacy export modes?

The CSV guide identifies legacy mode for Crystal versions below 2008 and standard mode for Crystal 2008 and later. Evaluate the mode available for your installed runtime and the exact output it produces.

Will dates and identifiers keep their displayed formatting?

Do not assume the displayed report and exported CSV will match in every case. Check date order, decimals, leading zeros and identifiers in the actual file and receiving application. Any proposed transformation needs separate configuration and testing.

Can CRD create a file directly from a database query?

Yes, through an applicable configured Automation Custom Task. This is separate from exporting an RPT file. Automation and data-driven workflow functionality is included in the CRD licence at no additional feature cost.

Does a .txt extension change the data?

No. A customized extension can meet a naming requirement, but it does not convert or repair the file contents. Select and validate the required export settings.

Does this include a bank or ERP connector?

A configured report, query, transformation and SFTP handoff do not establish a native or certified bank or ERP integration. Agree the receiving specification and test actual ingestion with that system.

Can CRD deliver other text or data formats?

CRD includes additional text and data output routes, subject to their runtime and format settings. Choose the actual file contract rather than assuming CSV, tab-separated text, XML and layout-oriented exports are interchangeable.

Ready to Automate the Recurring File Handoff?

Show Us the File Your Receiving System Expects

Bring the report or source query, receiving specification, sample accepted file and destination. See how CRD can repeat the required production and delivery.

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✓ Free 30-day trial✓ Installed in your Windows environment✓ Evaluate your own report and destination