I have a crystal report on infoview, which asks for two parameters, connects to the database and then displays the report. From here i would like to send the report via email without it reconnecting to the database. Is this possible as it contains a drill down subreport so i cannot convert it to pdf.
Whether you are able to send the report via email without it reconnecting to the database will depend upon a number of factors.
If you are running this report in InfoView, you will find a “To Email” option in the “Send” dropdown. However, your system must first have this capability installed and activated by your administrator.
Also, there is an Export icon in InfoView when the report is open just left of the print icon. The list of options is shorter than that in the full Crystal Reports Professional client.
Probably the most important question will be: to whom are you sending this report? Will they have InfoView? Will they have the full Crystal client? Will they have the Crystal Reports Viewer XI?
If the recipient of the report has the capability to run a Crystal report, but does not have a link to your database, then you must save data inside the RPT file before sending it.
I usually save data inside the RPT file within Crystal before I add it to InfoView.
In Crystal, run your report, then go to File>>Save Data with Report … once this is checked, activate the File dropdown again and you will see a checkmark next to “Save Data with Report”. Actually any Crystal file with data saved in its file will have the checkmark. Also if you open the Crystal file … in Crystal … it will open immediately on the Preview tab if data has been saved in its file.
The original setting on this topic when Crystal is loaded is set to save data. To check this setting, go to: File>>Options>>Reporting>>Save Data With Report. I prefer to clear this setting, otherwise data will be stored in every single RPT file; if you are working with large data sets, your files can get so large you can run out of hard drive space. But on a report-by-report basis, depending upon the need, I will go to File>>Save Data with Report and turn this setting back on.
In InfoView when you first “Add a document from your local computer”, there is a checkbox labeled “Keep Saved Data” just beneath the filename and pathing field.
Is there any way to use this option from within infoview, as i only want to use the “keep saved data” option when i am emailing the report and not when viewing the report in infoview?