Sage 100

A while back I recall a thread about Crystal Reports schedulers, but can't find it now. Need to schedule a daily csv export. Any recommendations?

Ask @JimWoodhead.

KnowledgeSync or Visual CUT.

Also, depending on your needs, you may be able to simply use Windows Task Scheduler to run a VI Export.

Visual Cut was the one I was thinking Jim mentioned.

For clients that have it, KnowledgeSync is a wonderful tool..............

+1 Visual Cut - Jim raves about it

Thanks for the feedback. @BrettZimmerman Tried that. Works well, except VI is woefully inadequate when attempting to either define selection criteria that uses a formula or a run time parameter that I can pass from the command line. Tried to export SO invoices updated today. Can't pull it off with VI.

I pull that info with an Access database every night with no issues. To speed things up I pull the data into Access and then run the reports off that dataset. That process is actually faster than running the report off of MAS. I use KS to send out the reports to management every night.

If the client had other uses for KS, that's the route I'd take. Took 15 minutes to slap a crystal report together (which runs for < 1minute) and generate the info. I just need a way to launch the report from Task Scheduler and create the csv file. Should be able to find a $50 utility to accomplish this.

I'm with Mark -- taking on yet another third party product is NOT something that I'd do unless the need to clear. The way that Sage tosses these relationships and that independent software companies are bought is just way crazy and we're left holding the bag as to ""why did you recommend this"" ...

But KnowledgeSync is fun.

We run all of our KnowledgeSync reports from an Access database using pass through queries. No need to refresh the database then. It also allows us to buy the KS version for Access which circumvents the need for multiple KS licenses. With the PTQ, you can pull data from any ODBC databse for KS.

It also keeps Sage out of the loop.

Visual cut is around $300 and would definitely do this. If you have the crystal report. I already have the script to export and add to the task scheduler.

Thanks Jim. May take you up on that offer soon.

I'm a big fan of Visual CUT myself and refer that a lot over any other 3rd party. However, for your needs Mark you can actually use VB Script alone to both run the report and do the export (all using the Crystal Reports runtime object). Use the Windows Task Scheduler to schedule and run the script. I did this at several places that run heavy nightly reports. Let me know if you want an example.

That would be wonderful Alnoor.

I recommend Saberlogic's Logicity for running Crystal to CSV, PDF, XLS etc on a schedule with Windows Scheduler. Small learning curve. Easy to specify run-time parametes. Good email support if you buy the $35 fee enhanced version, free if you don't. The enhanced version allows for parameter substitution for things like date ranges. I just modify the report and default the parameters to variable dates/ranges and use the free one. Runs all MAS supported levels of Crystal (http://www.logicitysuite.com/support/downloads.html )

For @MarkKotyla and @bertowud at least: Here is one I did and added 2 addl export variations (for sake of example). I had to remove the clients names and other identifying info. Also the .RPTs referenced in this report use a Silent Connect DSN instead of SOTAMAS90. I had that option because they only needed this to run from 1 location only (server). The purpose was: 1) Auto-run their time consuming reports off-hours (I offered them Access pass through queries and use of SQL Server but they weren't interested) 2) Auto-Export to PDF, etc without any user input A script was right solution for this client because it satisfied above, was less time consuming and cheaper than developing say a .Net app to do same, and most important could be scheduled via Windows Task Scheduler to run late at night (they didn't have K-Sync or Bus Alerts else we could've scheduled with that) Basic concepts in the scripts are: * Create variables to store the locations of the .RPT and final output * Connect to Crystal Runtime object (MAS does it a lil differenty) and open the .RPT file * Set the export options and do the export These dev library links are VERY helpful for customizing your export type (PDF, XLS, CSV, etc) and export destination (Diskfile, Application, Exchange) and for customizing Excel and Exchange specific options: http://tinyurl.com/3jvl2tl http://tinyurl.com/3sj7qqh http://tinyurl.com/3fdpcqx

I agree with Dan Burleson on Sabrelogic's Logicity for simple report scheduling and automatic output to export files. The free version has worked fine. You can also use it to schedule emailing report output to people.

Good stuff. I downloaded Logicity for review. Thanks for the examples Alnoor. Will pour over all the material in a couple days. Exactly the snake bite kit I was looking for.

Thanks @AlnoorCassim!

@MarkKotyla ditto Alnoor about the needed silent DSN to eliminate prompts or use a pass through query with embedded credentials.