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Email Crystal Reports

Send Report Emails People Can Use.

CRD Crystal Reports Scheduler

Give readers the report in the message and the files they need to keep. CRD prepares the email, adds personal details and sends it on schedule. All features are included in your licence, with no paid feature add-ons.

Show the report in the email body.

Send attachments alongside the report when required.

Design HTML messages with meaningful subjects and context.

Send through your organization’s reporting email account.

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A Crystal report passes through CRD automation into an email with a report and PDF attachment.

The Email Challenge

The Report Is Ready. The Email Still Needs Work.

Your team still has to write the message, choose the files and make the report readable for the recipient. CRD makes that presentation part of the reporting job.

Attachments Get Missed

Readers may need the key report in the message as well as a file to save.

Messages Need Context

A generic subject does little to explain the customer, shipment or reporting period.

The Same Email Needs Writing Again

The report changes, but someone still has to prepare and send the message each time.

Why Choose CRD

Make the Email Part of the Reporting Schedule

CRD brings the report, attachments, message and sending account together for recurring delivery.

SAP Crystal Server

Email Publications

SAP Crystal Server can embed personalized Crystal report content in email and attach documents through the applicable publishing workflow.

Personalized Publications require Concurrent Sessions licensing. Named User licensing supports ordinary scheduled delivery.

CRD

The Email Your Reader Needs

Show an individual report in the message, with a copy attached if needed.

Create HTML or plain-text messages that explain what has arrived.

Add customer names, reporting dates and other data values.

Set To, CC and BCC for the people who need the report.

Send through a supported business email account.

Email design and data-driven messaging are included in your CRD licence, with no additional publishing feature licence.

A Shipment Email With Its Pick Ticket

For example, a warehouse sends the pick ticket inside a shipment email, with a PDF attached for the recipient’s records. The reader can see the report immediately and keep the file for later.

01

Prepare

Run the shipment report.

02

Present

Show the pick ticket in the message.

03

Attach

Add the PDF copy.

04

Send

Identify the shipment in the subject.

An Email That Helps the Reader

Prepare the message once and let CRD use it for the next scheduled report.

✓

A Report in the Email Body

Give readers the information without asking them to open an attachment first.

✓

The Files They Need to Keep

Include a copy for filing or supporting documents for the next step.

✓

Personalized HTML or Plain Text

Use a clear subject and personal details from your data. Data-driven messaging is included at no additional cost.

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An open report email combines a readable report, a personalized message and an attached PDF.

Less Email Preparation for Your Team

Keep the recurring details with the report schedule.

01

Your Business Email Account

Use supported SMTP, Microsoft 365, Exchange or another documented sending route.

02

The People Who Need the Report

Include the recipients, copies and reply options for that reporting job.

03

An Optional Summary

Add an AI-generated report summary when useful. It needs an external AI account, any applicable charges and approval to use the report data.

04

A Record When You Need It

Use queue, history and sent-item views to investigate a missing report email.

Send Yourself the Report Email You Have in Mind

Try CRD free for 30 days with one of your existing reports. See how the message, embedded report and attachments look in the email clients your readers use.

✓ Your report ✓ Your message ✓ Your attachments

Built by ChristianSteven Software

Reporting automation experience from organizations around the world.

20+
Years of reporting automation experience
Nearly 5,000
Organizations helped worldwide
47
Countries with customer organizations
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Independent assurance over security and operational controls
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Before You Start

Your Report Email Questions, Answered

Answers to common questions before you try CRD.

Can the report be embedded and attached?

Yes. An individual report can appear in the message with a copy attached. HTML embedding uses SMTP; MAPI embedding is text-only.

Can subjects and messages use customer details?

Yes. Inserts can add dates, customer names and database values to supported message fields. Data-driven functionality is included at no additional cost.

Can we use Microsoft 365?

Yes, with a supported account setup and the tenant permissions your organization requires.

Can grouped Data-Driven emails embed reports?

No. Output grouped by email address uses attachments or merged files instead. Data-driven reporting is included in the licence.

Are AI summaries included?

The CRD feature is included. Using it also requires an external AI account, any applicable service charges and approval for the report data. Generated summaries should be reviewed for accuracy.

What can delivery records tell us?

They help you investigate the sending process. A sent record or read receipt does not establish that someone read the report; CRD’s read-receipt setting applies to Exchange.

Ready to Automate Report Email?

Show Us the Report Email You Want to Send

Bring your report, required message and attachments. See how CRD can prepare the email your recipients need.

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