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  • 1.  Customer has a requirement from their home office

    Posted 04-02-2012 07:29
    Customer has a requirement from their home office to export out list of A/P invoices and P/O. They may also have to export supporting info such as the inventory item list, vendor list, account list. It appears they may need to do this monthly and I'm assuming they will ask that it be ""push button easy"" as opposed to running separate Crystal Exports. Question: Crystal Reports as the Export source -- anything better? I generally go this way. Question: Knowledgesync as the ""push button"" creator of these reports -- can KS fire off 5 or 6 separate Crystal Reports? Can they be sent as CSV files. Extra credit if a run time variable can auto populate for a date range. Interested in any thoughts - I'm sure a few of you have done this before. I'm being asked to quote the export (not terribly challenging) however I believe the devil is in the details (push button simplicity, etc).


  • 2.  RE: Customer has a requirement from their home office

    Posted 04-02-2012 07:37
    KnowledgeSync can ""fire off"" multiple reports and you can set a date parameter in multilple ways, e.g. Last Week; today's date less 1,2,3 or more days; etc. You can also use the same Crystal report but have separate events using it. I have a client who wants a daily recap but Monday's report obviously is for Friday's activity. Separate event, same report, different date parameter setting.


  • 3.  RE: Customer has a requirement from their home office

    Posted 04-02-2012 07:38
    And yes, I believe they can be exported as CSV files.


  • 4.  RE: Customer has a requirement from their home office

    Posted 04-02-2012 07:43
    One other thing - these can be scheduled so there isn't even a push button requirement.


  • 5.  RE: Customer has a requirement from their home office

    Posted 04-02-2012 07:51
      |   view attached
    I've had good luck with Saberlogic Logicity. Allows you to create, view, e-mail and save Crystal Reports. Paid version permits scheduling (among other things). Fairly inexpensive and so easy, even I can use it.