Exporting Reports and Crystal Reports Project Readiness Kit (Publication Date: 2024/02)


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Discover Insights, Make Informed Decisions, and Stay Ahead of the Curve:

  • Are there issues when exporting SSRS reports into Microsoft Excel?
  • What is the difference between exporting results and compiling reports?
  • What facilities are provided for the exporting and distribution of reports?
  • Key Features:

    • Comprehensive set of 1518 prioritized Exporting Reports requirements.
    • Extensive coverage of 86 Exporting Reports topic scopes.
    • In-depth analysis of 86 Exporting Reports step-by-step solutions, benefits, BHAGs.
    • Detailed examination of 86 Exporting Reports case studies and use cases.

    • Digital download upon purchase.
    • Enjoy lifetime document updates included with your purchase.
    • Benefit from a fully editable and customizable Excel format.
    • Trusted and utilized by over 10,000 organizations.

    • Covering: Parameter Defaults, Data Validation, Formatting Rules, Database Server, Report Distribution Services, Parameter Fields, Pivot Tables, Report Wizard, Reporting APIs, Calculations And Formulas, Database Updates, Data Formatting, Custom Formatting, String Functions, Report Viewer, Data Types, Database Connections, Custom Functions, Record Ranges, Formatting Options, Record Sorting, Sorting Data, Database Tables, Report Management, Aggregate Functions, Billing Reports, Filtering Data, Lookup Functions, Cascading Parameters, Ticket Creation, Discovery Reporting, Summarizing Data, Crystal Reports, Query Filters, Data Source, Formula Editor, Data Federation, Filters And Conditions, Runtime Parameters, Print Options, Drill Down Reports, Grouping Data, Multiple Data Sources, Report Header Footer, Number Functions, Report Templates, List Reports, Monitoring Tools Integration, Variable Fields, Document Maps, Data Hierarchy, Label Fields, Page Numbers, Conditional Formatting, Resource Caching, Dashboard Creation, Visual Studio Integration, Boolean Logic, Scheduling Options, Exporting Reports, Stored Procedures, Scheduling Reports, Report Dashboards, Export Formats, Report Refreshing, Database Expert, Charts And Graphs, Detail Section, Data Fields, Charts And Graph Types, Server Response Time, Business Process Redesign, Date Functions, Grouping Levels, Report Calculations, Report Design, Record Selection, Shared Folders, Database Objects, Dynamic Parameters, User Permissions, SQL Commands, Page Setup, Report Alerts, Unplanned Downtime, Report Distribution

    Exporting Reports Assessment Project Readiness Kit – Utilization, Solutions, Advantages, BHAG (Big Hairy Audacious Goal):

    Exporting Reports

    Yes, there can be formatting and compatibility issues when exporting SSRS reports into Excel.

    1. Use the Export function in Crystal Reports to save the report as an Excel file.
    Benefit: Maintains formatting and allows for quick and easy export.

    2. Ensure that the report layout is optimized for exporting to Excel before running the report.
    Benefit: Reduces potential formatting issues and ensures a clean export.

    3. Use the Data Only export option to remove any images or special formatting that may cause issues in Excel.
    Benefit: Creates a basic, data-centered version of the report that can easily be manipulated in Excel.

    4. Adjust page size and margins in the report design to match Excel′s defaults.
    Benefit: Ensures that the report fits neatly onto one sheet in Excel, reducing the need for manual adjustments.

    5. Check for any unsupported features in the report, such as subreports or complex formulas, before exporting to Excel.
    Benefit: Prevents data from being lost or compromised during the export process.

    6. Use the Save Data With Report option when scheduling the report in Crystal Reports Server.
    Benefit: Allows for the report to be exported with live data, ensuring accuracy and up-to-date information in Excel.

    7. Consider using a third-party tool designed specifically for exporting Crystal Reports to Excel.
    Benefit: These tools often offer more advanced features and customization options for smoother exports.

    CONTROL QUESTION: Are there issues when exporting SSRS reports into Microsoft Excel?

    Big Hairy Audacious Goal (BHAG) for 10 years from now:

    By 2030, our company will be the industry leader in exporting SSRS reports into Microsoft Excel with a market share of over 80%. We will have developed advanced algorithms and technology to seamlessly convert complex and large Project Readiness Kits from SSRS to Excel, eliminating any compatibility issues. Our innovative solutions will also allow for customized formatting, dynamic charts and graphs, and easy collaboration capabilities within the exported reports in Excel. Our goal is to revolutionize the efficiency and accuracy of exporting reports, making it the go-to option for companies globally.

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    Exporting Reports Case Study/Use Case example – How to use:

    Client Situation:
    A large international corporation in the manufacturing industry had recently adopted Microsoft SQL Server Reporting Services (SSRS) as their primary tool for generating and sharing meaningful reports across the organization. The company’s management team recognized the importance of utilizing data insights for making informed business decisions and had invested significant resources into setting up SSRS and training staff to produce high-quality reports. However, they were facing challenges when exporting these reports into Microsoft Excel for further analysis and presentation to stakeholders.

    Consulting Methodology:
    The consulting team began by conducting a thorough needs assessment and gap analysis to identify the client’s specific requirements. This involved consultation with key stakeholders, including the IT department, business analysts, and end-users, to understand their current processes, pain points, and desired outcomes from exporting SSRS reports to Excel. Based on this information, a tailored methodology was developed to address the client’s unique needs.

    The consulting team delivered a comprehensive solution that addressed the issues faced by the client when exporting SSRS reports to Excel. The key deliverables included:

    1. Customized Export Options: The team configured SSRS to export reports into Excel using custom options, which enabled greater flexibility and control over the formatting and layout of the exported reports.

    2. Automated Data Refresh: To ensure data accuracy, a mechanism was developed to automatically refresh data in Excel from the source SSRS reports. This helped reduce manual efforts and eliminated the risk of using outdated or incorrect data for analysis.

    3. Templates and Formatting: A standardized template was created, which allowed all exported reports to have consistent formatting, making it easier for stakeholders to interpret and make sense of the data.

    4. User Training and Support: The consulting team provided user training on how to use the new export options, templates, and automated refresh functionality. User manuals and quick reference guides were also developed to ensure smooth adoption of the solution.

    Implementation Challenges:
    The implementation of the solution was not without its challenges. The primary obstacle was ensuring compatibility between the various versions of SSRS and Excel that were being used within the organization. To address this, the consulting team had to perform extensive testing and make necessary modifications to ensure the solution worked seamlessly across all versions.

    Another challenge was managing user expectations and ensuring buy-in from stakeholders. This was achieved through continuous communication and stakeholder engagement throughout the project.

    To measure the success of the solution, the following KPIs were identified:

    1. Time Savings: The amount of time saved in exporting and formatting reports was measured before and after the implementation. The results showed an average of 40% reduction in time spent on report export and formatting.

    2. User Satisfaction: A survey was conducted to gauge user satisfaction with the new export options, templates, and automated refresh functionality. The results showed a significant increase in user satisfaction, with 85% of users reporting improved efficiency and ease of use.

    3. Error Reduction: The number of errors found in reports exported to Excel was compared before and after the implementation. The results showed a decrease of 60% in reported errors, indicating improved accuracy and data integrity.

    Management Considerations:
    A crucial consideration for management was the cost benefit analysis of implementing the solution. The consulting team provided the client with a detailed cost-benefit report, which showed that the investment in the solution resulted in a significant return on investment with the time and resource savings achieved.

    The solution also enabled the organization to leverage data insights more effectively, leading to better business decisions and a competitive advantage in the market.

    Although exporting SSRS reports into Microsoft Excel can present some challenges, such as compatibility issues and formatting errors, these challenges can be overcome by implementing a tailored solution. In the case of this manufacturing company, the consulting team’s expertise and customized approach resulted in an efficient and streamlined process for exporting reports to Excel. This enabled the organization to make better use of its data and achieve significant time savings, improved user satisfaction, and reduced errors. Overall, the successful implementation of the solution has enhanced the organization’s decision-making capabilities and positioned them for future growth and success in the market.


    1. Eugene Meidinger, Avoiding Common Errors When Exporting SSRS Reports (Whitepaper, SQL Server Central, 2017), https://www.sqlservercentral.com/articles/avoiding-common-errors-when-exporting-ssrs-reports.

    2. Dae Kyun Yoon, Suk Bong Ha, Su Jeong Kim and Byung Cho Kim, Data Integration Issues on Enterprise Dashboards by Using Microsoft Excel and SQL Server Reporting Services (Journal of Digital Contents Society, 2008), http://www.dbpia.co.kr/Journal/ArticleDetailView/1610273.

    3. “Global Enterprise Manufacturing Intelligence Market – Growth, Trends, and Forecast (2020 – 2025)” (Market Research Report, Research and Markets, 2020), https://www.researchandmarkets.com/research/zbwv6z/global-enterprise-manufacturing-intelligence.

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