Back to Search Results

Training Course Summary:

Students will learn the basics of report creation including sorting, grouping, linking, basic formula creation, working with report experts and how to distribute reports to other users.

Pre-Requisites:

No prior knowledge of the product is required, but a good understanding of Relational Databases would be beneficial.

Who Should Attend:

This course is designed for users with little or no experience with Crystal Reports but who have the need to generate reports based on data available to them. Although no database experience is necessary, some of the concepts may be more meaningful if the user has worked with database applications before. A basic knowledge of relational data concepts is also recommended.

Training Course Overview/Content:

Overview
Examining the application’s capabilities
The steps necessary to create reports
Reports and databases
Modify the program default settings
Use help

Creating Basic Reports
Identify the sections of the report
Create a new report
View your report as it will print
Format your report by changing the size and position of the fields
Enhance your report by adding a report title and changing the font attributes of your labels
Add page numbers and other document information as well as a company logo or other graphics in your report
Save your report

Sorting and Selecting Records
Sort records
Use the Select Expert to limit records
Add an additional selection criterion using the "And" statement
Modify composite formulas and the selection criteria statement

Grouping and Summarizing
Define a single level group
Define a multiple level group
Modify grouping options
Insert subtotals and grand totals
Insert summary fields
Insert percent of the total fields
Insert grand total summary fields
Use Top N/Sort Group Expert

Using the Report Expert
Create new reports using the Standard Report Expert
Create new reports using the Mailing Labels Report Expert
Edit a report created using an Expert

Basic Cross-Tabs
Understanding cross-tab reports
Use the Cross-Tab Expert
Edit your cross-tab report
Modify cross-tab layout options
Format your cross-tab report

Linking
Understand relational database basic concepts
Create links using the Visual Linking Expert
Examine Link Options
Look at the difference between PC and SQL links

Creating Formulas
Understand Formula Components
Create new formulas using the Formula Editor
Make changes to formulas
Create and use String formulas
Create and use Date functions
Work with summary formulas
Create and use If-Then-Else functions

Formatting Sections
Review sections
Resize sections in Design view
Use the Section Expert
Create Summary and Drill Down reports

Distributing Data
Identify exporting options
Export a report into office suite applications
Create a report using spreadsheet data
Discuss Web browser options to view reports on-line