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Training Course Summary:

Course Overview

This two-day course is designed for the novice Crystal Reports user who needs to quickly become proficient in creating and modifying reports. Some of the topics include planning a report, creating a basic report, using the Report Explorer, record selection, sorting, grouping and summarising, charting, basic formulas, and exporting.

Who Should Attend

Users who want to learn the basics of report design with Crystal Reports 9.

What You Will Learn

At the end of this course the course participant will be able to connect to a database, place fields in the report and view the data in the report. In addition the course participant will be able to restrict the records that appear in the report, create grouped data and summaries, create calculated fields and add charts to the report. The course participant will also be able to format the report for a professional appearance.



Pre-requisites



Learners must complete the tutorial in the Crystal Reports User's Guide or have a proficient knowledge of Windows environment.



Follow-up Courses

Crystal Reports 9 Report Design II.



Course Content

Report Design Concepts

Planning the content of the report
Manipulating the data
Determining print area characteristics
Developing a prototype on paper

Report Design
Creating a new report
Exploring the report design environment
Placing objects on your report
Previewing and saving your report
Using the Report Explorer to view objects on reports

Record Selection
Using the Select Expert
Understanding saved vs refreshed data
Setting additional selection criteria
Modifying record selection with the Formula Editor
Applying record selection on Date fields

Sorting, Grouping and Summarising
Sorting and grouping records
Modifying groups
Creating nested or multiple groups
Recording groups
Summarising
Using Grand Totals

Formatting for Presentation Quality
Importing pre-formatted data
Inserting lines, boxes and pictures
Using text objects

Linking
Defining linking concepts
Using different types of links

Formula Basics
Working with the Formula Editor
Using basic number and date calculations
Using Boolean formulas
Applying If-Then-Else formulas

Conditional Reporting
Using the Highlighting Expert
Using Report Alerts

Section Formatting
Formatting sections with the Section Expert
Creating a summary report

Charting
Creating a chart using Chart Expert
Customising a chart