CRD Crystal Reports Automation

5 / 5 1 review

Who Uses This Software?

Small, medium and large organizations who are looking to automate the generation & delivery of sales reports, invoices, operational reports, and other Crystal Reports outputs.


Average Ratings

1 Review
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $95.00/month
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • ChristianSteven Software
  • go.christiansteven.com/crystal-reports-scheduler-crystal-reports-automation-crd
  • Founded 2002
  • United States

About CRD Crystal Reports Automation

CRD (Crystal Reports Distributor) is a Crystal Reports Scheduler that saves time & money by making it easy to automate Crystal Reports. Define single or packages of reports, schedule & run them automatically, & send them to Print, Fax, Folder, FTP, Dropbox, SharePoint & Email in a number of formats including Excel, Word, PDF, CSV & more. Standard features include: Date & Time Scheduling, Event-Triggers, Dynamic & Data Driven Automation, Pre & Post Delivery Workflows, Windows Service Scheduler.


CRD Crystal Reports Automation Features

  • Ad Hoc Reports
  • Collaboration
  • Dashboard Creation
  • Data Source Connectors
  • Data Visualization
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Marketing Reports
  • OLAP
  • Projections
  • Sales Reports
  • Scheduled / Automated Reports

CRD Crystal Reports Automation Reviews

Dynamic Multi-Output Made Easy

Oct 19, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Dynamic folder and file name output options using the CRD constants.
Data Items
Using the address book to identify groups for email delivery for when an exchange DL is not available

Overall: The principal benefit we get from using CRD, is when we produce our month-end invoicing. Not only are we able to produce the output with separate format options (PDF and/or Excel), the invoices can be saved out to a file share using dynamic folder naming for archival purposes. We also deliver the invoices electronically to our customers via the email option. CRD supports the ability to set up multiple SMTP server options, which is very helpful for the invoicing process, to ensure we are sending our invoices through secure methods and can customize the sender Name and email address as necessary.

Recommendations to other buyers: Utilize as much as you can the dynamic and/or Automation schedules. They can save a tremendous amount of time with report delivery.