remiWare

Report Scheduler for Crystal Reports, SSRS Reports and more.

How To Merge All Reports In A Task Into A Single Excel Workbook

by

When you create a remiCrystal task that contains 2 or more reports being exported to Excel (XLS or XLSX), you can have them all merged into a single workbook before they are delivered to the recipients.

To merge all the reports in a task to single MS Excel file, follow the steps below:

  • Add 2 or more reports with the output of Excel format. These reports can be Crystal Reports, SSRS Reports or SQL reports.
You can merge all the Crystal Reports and SSRS Reports into a single excel workbook
  • Once the reports have been added, deselect all the reports by clicking anywhere in the white space of the Reports & Actions tab. The property grid will change to show some new options.
  • Under the Merge Excel section, Select True to MergeExcelFiles and then provide a name for the final Excel file in the MergeExcelFileName field
Select true to merge the excel file into a single file
  • Finish setting up the task by adding one or more Targets and then save it.
  • When the task is executed, all the Excel outputs will be merged into a single Excel Workbook with each report in a separate worksheet.

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

by

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

How to Set Up PDF Bursting for SSRS and Crystal Reports

by

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…]

PDF Bursting for SSRS and Crystal Reports

by

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…]

How to Move a remiCrystal Installation To A New Server

by

remicrystal migrationHow to Move a remiCrystal Installation To A New Server

Moving remiCrystal to a new server is relatively straight forward affair.

  1. Copy Your remiCrystal Tasks
    As you are most likely aware, all the remiCrystal tasks are actually files with the extension .rctx and you can just copy them to your new server. To make the move more straight forward, we suggest storing them in the same location/path as the old server.
  2. Copy The Windows Tasks 
    To move the triggers from the old server, if you are using the v1 of the Windows Scheduler API (options > Advanced in remiCrystal) you can copy them from “C:\windows\tasks” from the old machine to the new one. If you are using v2 of the Windows Task Scheduler API, you should copy these from “C:\windows\System32\Tasks\remiCrystal” into the same folder on the new server. For newer operating systems like Windows 10 or above, follow the instructions here
  3. Move Your License
    Moving the license requires that you deactivate it on the old server and activate the new one. You can deactivate the license on the old machine by going to Start Menu > All Programs > remiWare > remiCrystal > Deactivate remiCrystal. This will give you a special code that you should email to us.
    You can then activate it on the new server by going to Start Menu > All Programs > remiWare > remiCrystal > Activate remiCrystal.
  4. Transfer Your Settings and Task History
    In order to keep your settings such as email configurations and task history, copy the following files and folders from “%programdata%\remiWare\remiCrystal\ to the new server

    • dataObjects.dbx
    • sentmail.dbx
    • settings.xml
    • ssrsaccounts.xml
    • Data Cache (folder)
    • History (folder)
    • Sent Emails (optional, folder)

[Read more…]

How to Password-Protect PDF Documents From Crystal Reports and SQL Server Reporting Services

by

In the early 90’s, sharing reports was not as straightforward as it is today due to several factors. One of those factors was that the default format for sharing documents back then was Microsoft Word and it had some severe limitation including:

  • it was proprietary and required a license of Windows and Microsoft Office to read the documents
  • documents with images ended up being very large in size and therefore very hard to share via email (remember these way the days of floppy disks and 56k modems)
  • in order for fonts in the document to display correctly on the end-user, they needed to have the same fonts as the document owner
  • in regards to Crystal Reports, exporting to this format was slow and used up a lot memory 
[Read more…]

How to Automatically Distribute ViewPoint Reports

by

If you are in the construction industry, chances are that your business uses ViewPoint Software for Accounting, ERP, Project Management and/or Field Management.
One of many strengths that ViewPoint Software offers is that it comes with powerful precanned reports for invoicing, purchase orders, project management, financials and more.

[Read more…]

 remiCrystal is Reliable

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.

 remiCrystal is Cost-Effective

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.

COPYRIGHT ©REMIWARE 2018