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Report Scheduler for Crystal Reports, SSRS Reports and more.

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How to Password Protect Excel Files from Crystal Reports and SQL Server Reporting Services (SSRS)

May 13, 2019 by remiware

Microsoft Excel is one of the oldest and most powerful software packages that is still widely used today and the Excel formats (XLS and XLSX) is only second to PDF as the most common output format from Crystal Reports and SSRS Reports.

After all, Excel is used by the average person, businesses, government institutions, and millions of other folks all over the world.

remiCrystal now allows you to add password protection to both XLS and XLSX Microsoft Excel formats so that the data in your exported Crystal Reports or SSRS Reports remains secure and is only accessible by the right parties.

To illustrate this functionality, lets use an example where you have several project managers (employees) in your organization that you would like to send password protected Excel reports to and then follow up with a separate email containing the access password.
The Employees database table woud look like the following:

First, open remiCrystal and click the Create External Data Task button

from the remicrystal home screen, select external data task

Provide a name and description for the task and then go to the External Data tab

Connect to your database containing the Employees table using an ODBC DSN and then enter the query to select the employees data required

create your SQL selection criteria to data-drive your crystal reports and SSRS reports

Once the query is set, select the Primary Key column (the column that uniquely identifies each row in the Employees table). In this case, it is the EmployeeID column

Add your Crystal Report or SSRS Report by going to the Reports & Actions tab and clicking on the relevant button at the bottom.

Set up the report parameters as well as the login credentials and then go to the Output format tab and select any Excel format.

you can populate parameters with data-driven values

You will be presented with some Excel file format options, one of which will be the ExcelWorkbook password.

You can type in the desired password or you can pull it in from your Employees database table by going to the Function Picker window, selecting External Data from the dropdown and then dragging and dropping the ExcelPassword database field into the Excel Workbook Password field.

populate the excel password with data-driven value
You can drag and drop the password from the Employees table

Click Save to save the settings and return to the main screen.

Now that we have the report set up to export to Excel with password protection, we need to set up an Action to email the employees with their passwords.

Select Send Email from the Actions menu

Fill in the details of the email and Save. Once again, you can use fields from the Employees database table to populate all the emails fields

email custom action

You may now save the remiCrystal task and run it. Every employee in our SQL selection query will be emailed their report in Excel format and the file will be password protected. They will also receive a separate email containing their unique password to use to access the Excel file.

To get started with security your Excel reports from Crystal Reports and SSRS Reports, download remiCrystal today and enjoy the unlimited 14 day trial.

DOWNLOAD NOW

Filed Under: Crystal Reports, database, Microsoft Excel, SSRS Tagged With: crystal reports, data-driven subscription, excel security, ms excel, password protect excel file, ssrs, ssrs subscription

How To Conditionally Run Post-Processing Actions in remiCrystal

April 5, 2019 by remiware

In remiCrystal, Post-Processing Actions are actions that allow you to carry out business process automation tasks after the report has been produced and delivered. For data-driven or bursting tasks, the actions can be set to run for every record in the recordset or just once after every record has been processed.
remiCrystal offers these Post-Processing Actions:

  • Send Email: this is useful to send an alert of when the task has completed running
  • Write to File: this action is useful for creating a log file or audit log for when the tasks run
  • Run SQL Query: this very useful action is used to carry out Create/Read/Update/Delete (CRUD) querries against any ODBC compliant database. This can be done in order to mark records as processed or to delete records from the database that should no longer exist after the reports have been run.
  • Run A Program: remiCrystal can invoke an external application to run after the reports have been excuted

Until recently, Post-Processing Actions would run regardless of whether or not the reports run successfully and this was something that we felt needed improving.

Starting with build 5039, users of remiCrystal can now specify to run the post-processing actions under the following conditions:

  • Always: the actions are run regardless of the result of the report execution
  • On Success: the actions are run only when the vital reports are produced and delivered successfully
  • On Failure: the actions are run only when the vital reports fail or the delivery fails
remiCrystal can run a database CRUD query only if the reports run successfully
Post-Processing Actions can be set to run only on failure and there used for error alerts

To create a remiCrystal task that uses conditional post-processing actions, create the task as normal and when you add your Crystal Reports or SSRS Report, make sure to flag them as  “Vital” (see image below) so that any errors are not ignored. Next, go to the post-processing tab and add one or more actions. You will notice that you now have the option to select the condition underwhich the custom action will run.

Its important to set the Crystal Report or SSRS Report as vital so that its errors are captured

And thats all there is to it! To get started with using remiCrystal and conditional post-processing actions, download the unlimited 14-day trial today!

DOWNLOAD NOW

Filed Under: Uncategorized

Microsoft PowerBI vs SAP Crystal Reports

March 18, 2019 by remiware

There are numerous articles out there that compare Microsoft PowerBI to Crystal Reports however I feel they go too deep into the technical mumbo-jumbo and don’t quite state the obvious.
Lets get this out of the way; comparing these two products is unfair to either of them and as a result I have seen some users struggle as they try to bend PowerBI into a Crystal Reports replacement.
PowerBI is Microsoft’s Business Intelligence (BI) tool for creating reports and dashboards to deliver insights fast. PowerBI reports and dashboards can be accessed on the powerbi.com website using any web browser however the bulk of the report design is done using a desktop application called PowerBI Desktop for Windows. 
Compared to Crystal Reports, the charts and user interface of PowerBI is more interactive with support for chart drill-down and drill-through, and also looks and feels a lot more modern. PowerBI reports are able to connect to a lot more data sources as oppsed to mostly relational databases as is the case with Crystal Reports.
With all the above, it almost sounds as though replacing Crystal Reports with PowerBI is a no-brainer. There are however good reasons to hold on to Crystal Reports still.

 SAP Crystal Reports vs Microsoft PowerBI. Which is best fitted for your reporting needs.


Where PowerBI offers you a canvas to drop charts on to, Crystal Reports offers a more structured document structure where objects can be placed in the page header, report header, groups, details and so on. Crystal Reports automatically paginate the contents of the reports when exported out or printed where as PowerBI does not i.e. a table in PowerBI will not automatically flow to the next page even if its contents exceed the size of the page.


Another huge advantage for Crystal Reports is that it supports many more export formats such as Microsoft Excel, Microsoft Word, PDF and more whereas PowerBI has only recently added support for PDF export and the export to Excel or CSV is limited to only 30,000 records.
When it comes to supporting developers, Crystal Reports is also far ahead of PowerBI. Crystal Reports has had its SDK and API (the Crystal Reports Runtime Library) for a very long and therefore it can be embedded and used by other applications. PowerBI on the other hand also an API (REST API) however this cannot be used to export the reports or dashboards therefore limiting its utility.


While using cloud and web services is currently all the rage, there are just some scenarios where keeping your data inside your firewall makes the most sense when taking security into consideration. In order to fully utilize PowerBI, you have to upload your reports and data to Microsoft’s servers. Of course this is not the case with Crystal Reports which can be operated fully within the confines of your organization’s network and firewall.
On the pricing side, PowerBI may appear to be the cheaper option with just $9.99/user pricing, however, this number can grow very fast should you need to share your reports with hundreds or thousands of users.


When it comes to comparing PowerBI to Crystal Reports, you must first ask yourself if what is most suitable for the task is a paginated report (a structured report like Crystal Reports or SSRS Reports than can flow to multiple pages) or a non-paginated report (a single report whose data is constrained to a single page). The answer to this question will largely depend on not just how and who the consumer of the report is, but also how the report will be distributed.


Don’t get me wrong; I didn’t write this article to bash PowerBI and praise Crystal Reports. In fact, you can replace the words “Crystal Reports” in this article with Microsoft SSRS (SQL Server Reporting Services) and the arguments would remain true. PowerBI is a great data visualization tool that makes building and sharing dashboards very easy. Crystal Reports is (still) a great tool for creating paginated reports that can be exported to a plethora of formats. Both tools can, and should both be in your Business Intelligence arsenal.

Filed Under: Uncategorized

How to Set Up PDF Bursting for SSRS and Crystal Reports

December 12, 2018 by remiware

In order to use PDF Bursting in remiCrystal, you only need to make a small modification to your report by adding a special Bursting Expression that remiCrystal will locate and read. A completed Bursting Expression looks something like this:

{burst:true|emailaddress:john.doe@company.com|project:Mesa Verde Bank Project|projectmanager:John Doe}
[Read more…]

Filed Under: Crystal Reports, database, remicrystal, SSRS Tagged With: bursting, crystal report bursting, explode pdf, pdf bursting, pdf explode, report bursting, ssrs report bursting

PDF Bursting for SSRS and Crystal Reports

December 7, 2018 by remiware

What is PDF Bursting?

If a picture paints a thousand words, then a video must paint millions. Take a look at the video below to see the speed comparison between Crystal Report bursting and PDF bursting. 

PDF Bursting vs Crystal Report Bursting

The concept of report bursting is not new. In the Crystal Reports world, report bursting is typically handled by modifying the report’s group selection formula so that each group value gets a separate report. In the SSRS world, the only way to handle report bursting has been via data-driven-like techniques. In both scenarios, the report is rendered individually for every group value.

PDF Report Bursting allows a report to be run only once and then split up (exploded) and delivered to nominated recipients that are based on a special tag in the document. As the database is accessed only once for all the report recipients, PDF Report Bursting can increase report production and delivery speeds by more than 90% when compared to traditional report bursting methods.

[Read more…]

Filed Under: Crystal Reports, database, remicrystal, SSRS Tagged With: bursting, crystal report bursting, explode pdf, pdf bursting, pdf explode, report bursting, ssrs report bursting

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remiCrystal utilizes the Windows Task Scheduling system for all its automation. This means that your reports will be delivered as long as Windows is running. No ifs or buts.

 remiCrystal is Easy To Use

With remiCrystal, you do not have to spend money on training your staff on how to use the software. We believe that if you can use MS Word, then you can use remiCrystal.

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When you purchase remiCrystal, you will begin to realize the return on investment immediately. You will save time money and human resources. Automating your processes will reduce errors in your reporting immensely.

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