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Report Scheduler for Crystal Reports, SSRS Reports and more.

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

February 21, 2020 by remiware

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.

Filed Under: Crystal Reports, Microsoft Excel, SSRS Tagged With: crystal reports, excel, excel merging, ms excel, sql reports, ssrs reports

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

Exciting Times Ahead for remiCrystal

November 26, 2018 by remiware

First of all, we would like to take this opportunity to thank you for choosing us as the solution provider for your report distribution needs. We value our partnership with you very much.

As we approach the end of the year, we think it is a good idea to share with you a few of the exciting updates that we are planning for remiCrystal in 2019.

Upgrade to Microsoft .NET Framework 4.x

Currently, remiCrystal runs on the Microsoft .NET Framework v3.5. This version of .NET is very mature and stable and has allowed remiCrystal to remain compatible with older operating systems such as Windows XP and Windows Server 2003.
However, in order to continue to offer innovative new features, better security and faster performance, we are going to shift and base remiCrystal on Microsoft .NET Framework 4.x. This change will mean that future versions of remiCrystal will require Windows Server 2008 R2 Service Pack 1 or above.

The first version of remiCrystal to be based on .NET 4.x will be version 5 and is slated to be released in Q1 2019.

Some of the features that will be enabled by this migration to .NET Framework 4.x include

  • higher level of password encryption for Zip and PDF files for better security
  • better parallel execution of reports and tasks will lead to faster performance
  • better UI responsiveness
  • better UX design 
  • higher application stability

remiCrystal Server Edition

One of the most distinguishing and innovative features of remiCrystal is that all the tasks are stored as individual self contained files (.rctx). These self-contained files are easy to manage since they can be treated like any other file on your PC and as they are all self-contained, there are reduced points of failure.

One feature that has been requested a lot by our users, is a way to have a central management application for all remiCrystal tasks. I am excited to tell you that we have began developing this central management application, remiCrystal Server, and plan to launch it in Q2 2019.
remiCrystal Server Edition will be a FREE add-on to all our existing Advanced Edition customers.

remiCrystal Server Edition

More Cloud Integrations

As you are probably already aware, the world of technology has shifted to a cloud-centric approach for almost everything. As more and more of our users utilize cloud services, we are going to be building more integrations into cloud services such as Slack, Google Sheets, Dropbox and more.

Thanks to you, the future of remiCrystal looks brighter than ever and I can’t wait to get all the exciting new features into your hands.

Filed Under: remicrystal, SSRS, Tech Tagged With: .NET Framework, crystal reports, platform, remicrystal, remiware, ssrs, updates

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

November 15, 2018 by remiware

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…]

Filed Under: Crystal Reports, database, SSRS Tagged With: crystal report to pdf, crystal reports, password protect pdf files, pdf, schedule crystal reports, secure pdf, sql server reporting services, ssrs export to pdf, ssrs reports

How to Automatically Distribute ViewPoint Reports

December 13, 2017 by remiware

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…]

Filed Under: Crystal Reports Tagged With: automate crystal reports, construction, crystal reports, data-driven reports, schedule crystal reports, viewpoint, viewpoint software

Getting Started with remiCrystal

March 27, 2017 by remiware

Getting Started with remiCrystal

We are very proud of is how easy it is to get started with remiCrystal. Once you have downloaded and installed the app, you can open it by going to the Start Menu, select “All Programs” and then choose “remiCrystal” under the “remiWare” menu.

[Read more…]

Filed Under: Crystal Reports, database, Microsoft Excel, SSRS Tagged With: automation, business intelligence, crystal reports, remicrystal, SQL Server, ssrs

How To Convert Crystal Reports to SSRS Reports

December 28, 2016 by remiware

It is no secret that a lot of organizations are either considering to or already migrating from SAP Crystal Reports to Microsoft SSRS Reports. The reasons for this change vary from the feeling that Crystal Reports is nearing EOL, pricing or change in technology stack.

What is also not a secret is that most organizations have had Crystal Reports in use for many years and therefore they have in that time created hundreds (if not thousands) of very useful and business-critical reports. The question then arises; how do you convert all your Crystal Reports to SSRS Reports so that you do not have to do it all manually? [Read more…]

Filed Under: Crystal Reports, SSRS Tagged With: automation, business, convert, crystal reports, Microsoft, migration, sap, ssrs reports

How to Improve Business Responsiveness with Report Automation

November 17, 2016 by remiware

crystal report and SSRS report automationCash flow and good customer service are the life line of any business. One of the challenges that any growing business faces is how to respond in a timely manner to events such as new orders (send out invoices/receipts) or new support tickets. With limited human and financial resources, small to medium enterprises have to be smart in how they can effectively compete with the bigger boys out there.

[Read more…]

Filed Under: Crystal Reports Tagged With: account receivables, accounts, automate crystal reports, automate Microsoft Excel, crystal reports, excel, invoicing, Microsoft Excel, purchase orders, schedule crystal reports, ssrs reports, technical support, ticketing

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 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.

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