E-mail Crystal Reports

Logicity can be used to schedule and automatically execute and e-mail reports to various recipients.  Report output can be attached in any format that can be exported by Crystal Reports.

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 E-MAIL from the drop-down screen.  Complete all of the e-mail configuration fields, including the "From", "Recipients", "Subject", "Attachment Type", and "Body" fields.  Click the NEXT button.
     • NOTE:  All e-mail addresses should be separated by commas, with no spaces.
     • TIP:  If you want the display name instead of the e-mail address to show up for the "E-mail From" address, you can do something like the following:  Reports < This e-mail address is being protected from spambots. You need JavaScript enabled to view it >  
     • When it arrives through the e-mail client, it will just say it is from 'Reports'.
   • 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 e-mail the report.