Run the report by executing a series of keystrokes.Select the relevant report and validate it to ensure that it has not already been run.Open an Excel file listing report names, company divisions and sales personnel.He downloaded a trial version and-in one hour-compiled the automation routine for running the first of 16 weekly inventory reports after business hours. With Automate, however, Brown learned that he could automate hundreds of tasks simply by choosing plain-English commands like "Open Excel" and "Run" from a menu and dragging and dropping them into a window in the proper sequence. That product and others also were single-purpose Crystal Reports add-ons that lacked the ability to automate other business procedures. One program that Brown tested, for example, would not allow him to define report parameters, extract needed data from his company's Excel spreadsheets, or build automations without coding. "It just wasn't a good use of my time."īrown's search yielded several Crystal Reports viewers and schedulers, but they had various limitations. That meant going through the same point-and-click sequence over and over," Brown recalled. "I spent most of the day every Monday and Tuesday navigating Crystal Reports to produce the reports we needed one at a time. Systems analyst David Brown had even more reason to seek reporting relief. Their complaints prompted the company to look for a way to set up the reports in advance and run them overnight. The impetus for transitioning out of manual report handling to some form of automation came from end users who had to contend with sluggish network performance once a week when inventory reports were being processed during the work day. Business data is maintained in four separate SAP Business One databases-one for each division-and shared with sales and management personnel via dozens of weekly and monthly reports. British Columbia based Echelon Home Products distributes luxury home appliance brands like Gaggenau, Thermador, and Bosch to retailers in western Canada and the northwestern U.S.
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