Save Crystal Reports

Logicity can be used to automatically execute a Crystal Report and save the output to a shared directory on a local file or network file system.  The output can be any format that Crystal Reports can generate, including PDF, Word, Excel or any other format that Crystal Reports supports.

1. Open Logicity Solution Builder.
2. Click the NEW button.  This starts the process of creating a new solution.
3. Click the ADD ACTION button.  This starts the Logicity Solution Builder Wizard.
4. Logicity Solution Builder Wizard
   • Display Name Screen - Enter a “Display Name” & click the NEXT button.
   • File Name Screen - Click the BROWSE button and find the Crystal Report you want to run.  Click the NEXT button
   • Database Info Screen – If there is a database login, enter that information.  Click NEXT button to continue.
   • Parameters Screen – If there are parameter on this report, check “Specified” and then select the parameters that you want to automatically entered.  When ready to continue, click the NEXT button.
   • Action Screen - Select SAVE from the drop-down screen.  Select the file format from the drop-down menu, enter a destination directory, and enter a filename.   If you are using the Professional version and if you do not want to overwrite the file each time it runs, right click in the “File Name” screen to add a variable that will be used in the filename. Click the NEXT button.
   • Logging Screen - If you want to log user activity, check the “Enable Logging” box and complete the rest of the required information.  Click the FINISH button.
   • OPTIONAL - If you want to schedule the report to run automatically, click the SCHEDULE button.  This will open the Schedule Solution window.  Select the frequency from the drop-down list and then select the time and day you want the task to start.
5. Click the SAVE button and enter a filename.
6. If you did not schedule the report to run automatically, then double click the RRD file in order to run the solution and save the report.

By using runtime variables in your Logicity solution file you can automatically change the name of the file being saved.  For example, if you need to run and save a sales summary report every month you can use the “current month” variable in the filename in order to automatically save the filename with the current month name.  This will allow you to save the file without overwriting the previous version.

Learn more about Logicity Professional