Crystal Reports Introduction

1 Day
Versions 10 and 11

Course Description

This instructor-led, hands-on course teaches the basic skills needed to create and modify reports using a database file as a data source. In addition, this class covers how to present your data in an attractive and analytical format by formatting objects, inserting summary fields, and sorting and grouping the report data.

Prerequisites

This course is designed for users that are new to Crystal Reports or are self-taught. In order to successfully complete this course, we recommend that you first take Softek’s Introduction to Windows course or have equivalent knowledge. You should feel comfortable using a mouse and have a working knowledge of the Windows environment.

Is this the right level for you? Please contact our office at 202.682.4500 if you have any questions.

Creating a New Report

Reviewing the Crystal Reports Screen

Connecting to Data Sources

Starting a New Report

Understanding the Different Report Sections

Resizing Sections

Inserting Database and Special Fields

Previewing a Report

Using Saved vs. Refreshed Data

Refreshing Data

Saving, Closing, Opening, and Printing a Report

Working with Objects

Working with Guidelines

Undoing and Redoing Actions

Inserting and Editing Text Objects

Inserting Fields into a Text Object

Formatting Data

Applying Fonts, Bold, Italics, and Underline

Left, Center, and Right Aligning Data

Changing the Display of Numeric Fields

Formatting Time Fields

Inserting Horizontal Lines

Placing Borders around Objects

Sorting, Grouping, and Totaling Data

Sorting Records

Inserting, Deleting, and Modifying Groups

Summarizing Grouped Data

Inserting a Grand Total

Writing Basic Formulas

Understanding Formula Syntax

Writing a Formula that Calculates Commission

Writing a Formula that Concatenates

Writing a Formula that Uppercases a Field's Value

Modifying and Deleting Formulas

Applying Record and Group Selection

Applying Record Selection

Deleting Selection Criteria

Applying Group Selection

Creating a Report Using a Report Creation Wizard

Selecting a Report Creation Wizard

Selecting the Data Source

Verifying or Establishing Links

Selecting Fields for a Report

Establishing Groups and Sorts

Placing Summaries on a Report

Applying a Record Selection

Selecting the Look of a Report

Using Suppress if Duplicated

Creating Mailing Labels

Using the Mailing Label Report

Specifying the Data Source

Selecting the Fields for the Mailing Label

Specifying the Label Type and Dimensions

Applying a Record Selection

Viewing the Labels in Design View