Schedule the Crystal report

Use the steps below to create a test schedule for the Crystal report you created.

  1. In Framework Services, navigate to Tools dashboard.
  2. Click My Reports in the Reporting Services module.
  3. Click [details] for your Crystal report.
  4. Under Report Options, click Data Settings.
  5. Provide a Default User ID, Default Password, and confirm password. Click Save.
  6. Under Scheduling, click New Schedule.
  7. Create a schedule to run at least once.
  8. Click Save.
  9. On the Confirmation screen, click Close.
  10. Click Back to Schedule List in the upper right-hand corner.
  11. After the report has run, return to My Reports.
  12. Click History next to the Crystal Report.
  13. Click on the Instance Name to view the report.