So for example report 'xx.rpt' prints out 10 pages and has 4 groupings - I want it to be able to distinguish the groups and export each group into its own file to create 4 different PDF's with file names unique to the value of the grouping.Is this possible?
We use AutoSplit Pro to burst a large pdf file of 200 invoices into individual PDFs each month. We have an SL field on the Crystal report from the customer table that indicates how we want to name each individual file, and use a fomula to append a month and year. In our case, we didn't want this file name to actually print on the invoice, so we used a white font for the field on the form, rendering it "invisible". Then we tell AutoSplit where this field is on the report, and the program uses it to name each file during the split process. Was easy to set up and works great.
I use Knowledge Sync to do that on a regular basis, usually for scheduled reports that need to be parsed (by project manager, for example).
It usually requires a small customization to the report to add a parameter field that will be used for the parsing, but that's easy to do.
You can also have it send the report as an excel file rather than PDF.
Hi Tracy,Please feel free to take a look at Liaison Messenger EDD. www.liaisonsc.com/sol_fordynamicssl.htmlMessenger EDD could address both issues you've presented: 1) It could burst 1 PDF into individual PDFs using data in the report and then distribute the report if you'd like - print, email, archive, etc.
2) It could also allow you to use multiple Crystal Reports for distributing Invoices based on certain conditions. With Messenger EDD you would "print" through your normal print procedure in Dynamics SL, no training required from the end user perspective. Messenger would start by using the Crystal Report associated with that print selection. We would then easily set up rules (filters) associated to the alternate Crystal Reports and trigger the appropriate report(s) based on data processed in the initial report using the Customer ID, Class, Invoice type, etc. to filter off of.
Messenger EDD has many additional features related to business form and report distribution including the ability to attach both static and variable attachments. For example, when Statements are processed merge all Invoices listed on the Statements into 1 PDF and then distribute it to the customer.
For more information, if you have any other questions or would like to schedule an on-line demonstration please reach me at 714.543.9877 x201
Best Regards,Tom NielsenLiaison Software714.543.9877 email@example.com
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