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:

  1. Open your Crystal Report
  2. File > Export > HTML 4.0
  3. 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:

  1. Open your Crystal Report
  2. File > Export > CSV or Excel
  3. Upload directly to Scoop

Method 3: Email Automation

Automate recurring Crystal Reports:

  1. Configure Crystal Reports to email on a schedule
  2. Forward emails to your Scoop ingest address (e.g., [email protected])
  3. 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:

DetectionWhat Scoop Does
Grouping columnsIdentifies which columns define groups
Subtotal rowsDetects rows containing "Subtotal" or "Total"
Aggregation rulesDetermines SUM, AVG, COUNT per column
Grand totalsFinds 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 TypeBest ExportNotes
Summary ReportsHTMLSubtotals auto-detected
Detail ReportsCSV or HTMLClean tabular data
Cross-Tab ReportsHTMLMatrix structure preserved
SubreportsHTMLEach subreport as separate table
Charts (data only)CSVExport underlying data

Best Practices

  1. Use HTML for grouped reports - Preserves structure, Scoop handles subtotals
  2. Use CSV for simple lists - Fastest processing
  3. Include column headers - Helps Scoop identify fields
  4. Export "Details" for clean data - Avoid pre-summarized exports when possible
  5. 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