Scheduling a report instance

When you schedule a report, Crystal Enterprise generates a report instance which contains the relevant information from the database (or databases) at the time the report is run. Your report instance uses all of the settings that you have set in the CMC for the report object. The following sections provide information on scheduling reports in various ways, such as scheduling a daily or monthly report.

Note:    

• Your end users, when using Crystal Enterprise to schedule and run reports, should use a web-based client such as ePortfolio or a custom web application. ePortfolio is designed primarily for report scheduling and viewing (whereas the CMC enables you to manage and administer report properties and settings in addition to scheduling and viewing reports).
• For many of the scheduling options, you can choose to schedule a report instance with events. For information on events, see Scheduling a report with events.

Click the appropriate link to jump to that section:

• Scheduling on demand
• Scheduling a report to run once
• Scheduling a daily report
• Scheduling a weekly report
• Scheduling a monthly report