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Report Automation

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Last Post by jamesedward 10 years ago

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bgeib

(@bgeib)

Posts: 14

Eminent Member

Topic starter

We have measures that require that reports be automated and delivered to the appropriate people.

We are on EMR 9.8 and currently are using Crystal reports to create reports but do not have a way to automate a crystal report or automatically emailing to someone the output of a Crystal report.

Does anyone have a suggestion for a product that can do this.

Thank You

Posted : May 8, 2015 5:17 am

bgeib

(@bgeib)

Posts: 14

Eminent Member

Topic starter

Thank You for your answer

Bob

Posted : May 8, 2015 5:19 am

acantu

(@acantu)

Posts: 722

Prominent Member

I have built my own email service application with custom reports to run nightly and email to whoever I have setup to receive them. Some reports are per person type of reports.

Also, if you have access to your SQL, you can create a job to run your query and format the data and email it also.

Posted : May 8, 2015 5:20 am

joeg1962

(@joeg1962)

Posts: 843

Noble Member

If you are already using Crystal Report Writer, perhaps look into the Crystal Reports Server. I seem to recall a 5-user license costing about $2500.

http://www.crystalreports.com/sap-crystal-reports-server.asp

Posted : May 8, 2015 5:38 am

ntaylor

(@ntaylor)

Posts: 79

Estimable Member

I use a product called Visual CUT. You have to purchase, but on the website it looks like he allows you to try the software out before buying. And it's up to you if you want pay for recurring support, which includes upgrades to the product. It includes a lot of automated options besides email(write to database, save to folder, print, etc.) and can export to multiple file formats. You can also use values from within your report, in the email that gets generate. One nice feature that it has is called Bursting, which allows it to break up the single crystal report and send multiple emails based on the groups. For instance if you have a financial report and it is grouped by provider, it could be setup to send each provider only his section of the report.
http://www.milletsoftware.com/visualcutTest.htm

Another tool I used recently has a free version is called Logicity. I've only used it once, for basic email automation, and I don't know if it includes all the features that VisualCUT does.
http://www.logicitysuite.com/get-logicity.html

Hope this helps.

Posted : May 8, 2015 5:44 am

jamesedward

(@jamesedward)

Posts: 257

Reputable Member

I've also used the Logicity product. It sets up a Windows task to run a report at a specified time, which will then save/print/email the resulting report. More basic than VisualCUT, but a nice place to start and free!

Posted : May 11, 2015 2:11 am

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