Crystal Reports
Import Crystal Reports into Scoop for AI-powered analysis
Overview
Scoop integrates seamlessly with SAP Crystal Reports. Export your reports as HTML or CSV, and Scoop imports them directly - preserving any legacy logic you rely on while enabling AI-powered analysis and data blending.
Why Crystal Reports + Scoop?
- Preserve legacy investment - Keep using reports you've built over years
- Add AI analysis - Ask questions about your Crystal Reports data in natural language
- Blend with other data - Combine Crystal Reports with CRM, ERP, and other sources
- Automate ingestion - Set up scheduled email imports
Connection Methods
Method 1: HTML Export (Recommended for Banded Reports)
Crystal Reports' banded/grouped reports export beautifully to HTML, and Scoop handles them automatically:
- Open your Crystal Report
- File > Export > HTML 4.0
- Upload the HTML file to Scoop
Scoop automatically:
- Extracts all tables from the HTML
- Detects grouping levels and subtotals
- Separates summary rows from detail data
- Preserves your data for clean analysis
See Importing HTML Reports for detailed steps.
Method 2: CSV/Excel Export
For simpler tabular data:
- Open your Crystal Report
- File > Export > CSV or Excel
- Upload directly to Scoop
Method 3: Email Automation
Automate recurring Crystal Reports:
- Configure Crystal Reports to email on a schedule
- Forward emails to your Scoop ingest address (e.g.,
[email protected]) - Scoop processes attachments automatically
See Email Automated Imports for setup.
Handling Banded Reports
Crystal Reports is famous for banded/grouped reports with subtotals. Scoop's BandedReportValidator automatically:
| Detection | What Scoop Does |
|---|---|
| Grouping columns | Identifies which columns define groups |
| Subtotal rows | Detects rows containing "Subtotal" or "Total" |
| Aggregation rules | Determines SUM, AVG, COUNT per column |
| Grand totals | Finds and validates report totals |
Result: Clean detail rows for analysis, with grouping metadata preserved for drill-down.
See Grouped Reports for the full guide.
What You Can Analyze
| Crystal Report Type | Best Export | Notes |
|---|---|---|
| Summary Reports | HTML | Subtotals auto-detected |
| Detail Reports | CSV or HTML | Clean tabular data |
| Cross-Tab Reports | HTML | Matrix structure preserved |
| Subreports | HTML | Each subreport as separate table |
| Charts (data only) | CSV | Export underlying data |
Best Practices
- Use HTML for grouped reports - Preserves structure, Scoop handles subtotals
- Use CSV for simple lists - Fastest processing
- Include column headers - Helps Scoop identify fields
- Export "Details" for clean data - Avoid pre-summarized exports when possible
- Set up email automation - For recurring reports
Common Use Cases
Financial Reporting
Import monthly financial reports, preserve grouping structure, blend with budget data from other systems.
Sales Analysis
Combine Crystal Reports sales data with CRM data from Salesforce or HubSpot.
Operations Dashboards
Import operational Crystal Reports, blend with real-time data, create unified dashboards.
Legacy System Integration
Keep using Crystal Reports for data extraction while modernizing analysis with Scoop AI.
Troubleshooting
Subtotals Not Detected
Problem: Scoop includes subtotal rows in the data.
Solution: Ensure your report uses standard labels like "Subtotal" or "Total". See Grouped Reports for troubleshooting.
Missing Data in Export
Problem: Some sections missing from HTML export.
Solution: Try exporting with different HTML options, or export specific sections separately.
Date Formatting Issues
Problem: Dates don't parse correctly.
Solution: Configure date formats in your Crystal Report before export, or adjust column types in Scoop.
Related Resources
Updated 11 days ago