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Crystal Reports Bursting & Distribution

Send Each Customer the Right Crystal Report.

CRD Crystal Reports Scheduler

Send invoices, statements and branch reports without preparing every version by hand. CRD matches each report to its customer, filename and destination. All features are included in your licence, with no paid feature add-ons.

Split existing report groups into separate customer files.

Use database records to control parameters, formats and delivery.

Personalize filenames and messages for each recipient.

Keep changing customer instructions together.

Download the CRD Internal Evaluation Guide START FREE TRIAL
CRD separates a grouped Crystal report into customer-specific outputs for two recipients.

The Distribution Challenge

Different Customers. Different Reporting Rules.

One customer wants a PDF by email. Another needs a spreadsheet in a shared folder. As the list grows, those small differences can take up more of your day.

Each Customer Has Their Own Data

The right invoice or statement must reach the right customer.

Delivery Instructions Change

A new contact or file format means another recurring detail to remember.

Manual Handling Adds Up

Saving, renaming and sending individual files turns one report run into many small jobs.

Why Choose CRD

More Than a Personalized Email List

With CRD, customer records can drive the file type, destination and message as well as the report values.

SAP Crystal Server

Personalized Publications

SAP Crystal Server’s Named User licence supports scheduled delivery. Personalized Publications require Concurrent Sessions licensing, which allows unlimited unique recipients.

A recipient-source report and personalization mappings determine the content each recipient receives.

CRD

One Customer Record. Their Reporting Instructions.

Use each customer’s values to run their report.

Produce the PDF, spreadsheet or other supported format they need.

Send to the destination in their record.

Name the file and personalize the email from your data.

Choose group bursting, repeated parameter runs or record-driven delivery.

Bursting, Dynamic and Data-Driven Schedules are included in your CRD licence. No additional publishing feature licence is needed.

An Invoice Run With Two Different Delivery Rules

For example, a monthly invoice run emails one customer a PDF and places another customer’s Excel file in a folder. CRD reads their different instructions from the customer records.

01

Select

Run the report for that customer.

02

Prepare

Create their chosen file type.

03

Name

Include their reference and reporting period.

04

Deliver

Send it to their destination.

Keep the Reports You Already Use

Choose the starting point that fits your reports. Bursting, Dynamic and Data-Driven Schedules are all included at no additional cost.

✓

Burst an Existing Grouped Report

Turn an existing grouped report into separate customer or branch files.

✓

Repeat a Report for Parameter Values

Run the same report for different customer or department parameter values.

✓

Drive the Job From Database Records

Let each database row supply the report values, format, message and destination.

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Database-driven instructions create different report versions, filenames and messages for three recipients.

Make Every Delivery Easier to Recognize

The small details help customers find and understand what you have sent.

01

Meaningful Filenames

Identify the customer and reporting period in the filename.

02

The Right Reporting Period

Use relative dates such as last month for recurring statements.

03

Messages With Context

Put the customer name and period in the subject and message.

04

Related Outputs Together

Keep a recipient’s related outputs together as attachments.

See Your Own Customers’ Reports Take Shape

Try CRD free for 30 days with an invoice or statement you already send. Start with two customers who need different things and see their files arrive. The evaluation guide can help your team plan the trial.

✓ Your customer reports ✓ Their file choices ✓ Their destinations

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Before You Start

Your Distribution Questions, Answered

Answers to common questions before you try CRD.

How do bursting and data-driven schedules differ?

Bursting separates groups in an existing report. Dynamic Schedules repeat a report for key parameter values. Data-Driven Schedules read the report and delivery instructions from database records. All three are included at no additional cost.

Can customers receive different file formats?

Yes. A Data-Driven Schedule can read each customer’s supported format and destination from their record, alongside report parameters and message values. It is included in your CRD licence.

Can filenames and messages change for each customer?

Yes. CRD Inserts use dates, fixed text and database values in filenames, subjects and messages.

Can one customer receive several files together?

Yes. Data-Driven output can be grouped by email address. That grouped delivery uses attachments or merged files rather than embedded reports, and is included at no additional feature cost.

How does CRD select the right customer data?

Your report parameters and selection logic determine the contents. An email address alone does not filter or authorize the data. Use your existing customer reporting rules when setting up the schedule.

Is Excel Group Bursting the same thing?

Excel Group Bursting puts groups on separate worksheets within one workbook. Recipient bursting creates separate report outputs. Both are included in the CRD licence.

Ready to Simplify Customer Reporting?

Show Us How Your Customers Need Their Reports

Bring an invoice or statement and the delivery choices your customers need. We’ll show you how CRD can handle the recurring work.

START FREE TRIAL BOOK A DEMO
✓ Free 30-day trial✓ Installed in your Windows environment✓ Evaluate your own report and destination