Set other scheduling parameters as required, and click Schedule

Related Topics

•Additional Formatting Options for Crystal Reports

• Scheduling an object

11.7.5.2 Additional Formatting Options for Crystal Reports

When you schedule a Crystal report to different formats, you may be required to set additional options.

This section discusses the additional options for each format:

Table 11-1: Microsoft Excel (97-2003) Description Option

Select this option to use the export options that are already defined in the re-port. If you select this option, you are not allowed to set any other additional formatting options.

Use the export op-tions defined in the report

Select this option to set the width of individual columns in the Excel. The fol-lowing options are supported:

• To set the width of the Excel columns based on the objects in the report, select Column width based on objects in the:. Then, select the area of the report whose width you want to apply to the Excel columns. For in-stance, if you select Whole Report, the value set as the width of the Excel columns is same as that of the area of the report with the maximum width.

If the Page Header has the maximum width, then the width of the Page Header is applied to the Excel columns. This ensures that report data is not lost.

• To set the constant column width as a constant, select Constant column width (in points) and specify the width.

Set Column Width

• To include the page headers and footers in your instance, select whether you want to export them Once Per Report, or On Each Page.

• To exclude the page headers and footers from your instance, select None.

Export page header and page footer

Select this option to create page breaks.

Create page breaks for each page

Select this option to export date values as text strings.

Convert date val-ues to strings

Select this option to view gridlines in the exported document.

Show gridlines

• To include all the pages of the report, select All.

• To specify a page range, enter the page numbers that you want to include in the from: and to: fields.

Page range

Table 11-2: Microsoft Excel (97-2003) (Data Only) Description

Option

To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options.

Use the export op-tions defined in the report

• To set the width of Excel columns based on the objects in the report, select Column width based on objects in the:. Then, select the area of the report whose width you want to apply to the Excel columns. For instance, if you select Whole Report, the value set as the width of the Excel columns is same as that of the area of the report with the maximum width. If the Page Header has the maximum width, then the width of the Page Header is applied to the Excel columns. This ensures that report data is not lost.

• To set the column width as a constant, select Constant column width (in points) and specify the width.

Set Column Width

Select this option to preserve the object formatting.

Export object for-matting

Select this option to export the images in your report.

Export images

Select this option to use summaries in the report to create worksheet functions in Excel.

Use worksheet functions for sum-maries

Select this option to maintain the positioning of objects relative to one another.

Maintain relative object position

Select this option to preserve the alignment of text within the columns of your report.

Maintain column alignment

Select this option to include the header and footer in your instance.

Export page header and page footer

Select this option to simplify the page headers.

Simplify page headers

Select this option to display the group outlines.

Show group out-lines

Table 11-3: Microsoft Word (97-2003) Description Option

• To include all the pages of the report, select All.

• To specify a page range, enter the page numbers that you want to include in the from: and to: fields.

Page Range

Table 11-4: PDF

Description Option

To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options.

Use the export op-tions defined in the report

• To include all the pages of the report, select All.

• To specify a page range, enter the page numbers that you want to include in the from: and to: fields.

Page Range

Select this option to create bookmarks in your PDF file based on the tree structure of the report. This enables you to navigate the report easily.

Create bookmarks from group tree

Table 11-5: Rich Text Format (RTF) Description Option

• To include all the pages of the report, select All.

• To specify a page range, enter the page numbers that you want to include in the from: and to: fields.

Page Range

Table 11-6: Microsoft Word - Editable (RTF) Description Option

To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options.

Use the export op-tions defined in the report

Description Option

• To include all the pages of the report, select All.

• To specify a page range, enter the page numbers that you want to include in the from: and to: fields.

Page Range

Select this option to insert page breaks after each page of the report in the RTF file.

Enter a value between 8 and 16 for the number of characters to include per inch. This setting controls the display and format of the text file.

Number of charac-ters per inch

Table 11-8: Paginated Text

Description Option

To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options.

Use the export op-tions defined in the report

Enter the number of lines of text to be included between page breaks.

Number of lines per page

Enter a value between 8 and 16 for the number of characters to include per inch. This setting controls the display and format of the text file.

Number of charac-ters per inch

Table 11-9: Separated Values (CSV) Description Option

To use the export options that are already defined in the report, select this option. You are not allowed to set any other additional formatting options.

Use the export op-tions defined in the report

Description Option

Enter the character you want to use as the delimiter.

Delimiter

Enter a character to separate values, or select Tab.

Separator

Select either Standard or Legacy mode. In the Standard mode, you can include report, page, and group sections in your instance. In the Legacy mode, you cannot select these options.

Mode

If you have selected the Standard mode, indicate whether you want to export report and page sections. If yes, specify whether or not you want to isolate them.

Report and page sections

If you have selected the Standard mode, indicate whether you want to export group sections. If yes, specify whether or not you want to isolate them.

Group sections

Table 11-10: XML

Description Option

Select the XML export format that you want to use.

XML Exporting for-mats

11.7.6 Specifying an Instance Destination

You can schedule an object instance to a specific destination on your computer, on a network, a default file location, email, or FTP. If your administrator has specified a particular destination for the object, the same is displayed. You can select a different destination if you have the required permissions. You must provide additional information for the destination that you select.

To specify a destination, complete the following steps:

1. On the "Schedule" section that appears on the "User Actions" Web page, click Destinations or Destination.

2. In the Destination area, select the destination after you have selected the format in which you want