Publishing and Distributing Reports

Objectives

After completing this lesson, you will be able to:

  • Publish and share reports

Crystal Reports in the SAP BusinessObjects BI Platform

You can share your finished reports with others through the SAP BusinessObjects BI platform (also known as BusinessObjects Enterprise). You can publish reports to folders on the BI platform simply by choosing Enterprise in the Save As dialog box in Crystal Reports (authentication required). After publishing, you can still access and modify a report from Crystal Reports. In addition, you can view, refresh, and schedule reports in the BI Launch Pad, the browser-based user portal to the BI platform. For more information in the BI platform, refer to SAP BusinessObjects Business Intelligence Platform | SAP Help Portal

Reports in the BI Launch Pad

Reports that have been saved to the SAP BusinessObjects BI platform can be accessed using the BI Launch Pad, the user web portal for the BI platform. Access requires user authentication. Rights granted by the administrator determine which content a user can access, and what tasks they can perform (for example, view, refresh, schedule). The content management features of the BI platform enables your organization to store and share Crystal Reports, as well as other types of objects, conveniently and securely.

Scheduling and Viewing Crystal Reports in the BI Launch Pad

Scheduling Reports

Scheduling reports in the BI Launch Pad involves decisions about:

  • Recurrence (when the report should run). For example, on the last day of each month.

  • Destination (where the instance should be sent or stored). For example, to the inbox of a colleague.

  • Format (what file type. Same options as export). For example, in portable document format (PDF).

Viewing Reports in the BI Launch Pad

You can interact with published reports directly in the BI Launch Pad without the Crystal Reports designer. You can view reports (either previously scheduled instances or "on-demand"). You can also refresh and export report data.

You can organize reports in either public or personal (user-specific) folders. With appropriate permissions (rights), other users can interact with reports that you have saved in the public folders.

Note
SAP BusinessObjects BI platform and Crystal Reports are licensed separately.

Exporting Reports

You can share finished reports with others by exporting the report content to many popular formats

The exporting process requires you to specify a format and a destination. The format determines the file type, and the destination determines where the output file is stored.

Common Export Formats

Here are some of the more common export formats available in Crystal Reports:

  • Adobe Acrobat (PDF)

  • Microsoft Excel (XLSX)

  • Rich Text Format (RTF)

  • XML

  • Separated Values (CSV)

  • Text

Each format has specific settings. For more information about all the available formats, refer to Export format types | SAP Help Portal. When you export a report into other formats, some of the formatting that appears in your report might change or be ignored. It is recommended that you review the exported file for consistency and appearance before distributing it to others.

Share a Report

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