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Former Member
Nov 19, 2008 at 06:17 AM

Report Deployment - Newbie Question

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I'm evaluating CR 2008, and the report design features look great. But there's absolutely no information about how reports are deployed to users. It's like some kind of exclusive club that I obviously don't belong to.

Background: I'm a QuickBooks consultant reviewing CR for a client (a 2-person business) who has reporting needs that are beyond the capabilities of QuickBooks. I've obtained the ODBC driver for QB and set up the CR 2008 trial. I've managed to create a couple of fairly interesting reports using QB data.

OK, so here's the stupid question: How do I get these reports to the users? It seems like I have to execute the report and save it (with the data) from within the designer. Is that right? If so, it would mean that the user has to go into the designer every time they want to refresh the data, which doesn't make sense to me. I know that applications can be developed using CR as the reporting engine, but why should I have to develop an application just so my users can view reports with the latest data from QuickBooks?

Bottom line: How can my users view reports with the latest data from QuickBooks without going into the designer? What all do we need to buy, download, or otherwise acquire to make this work?