Crystal Reports Introduction

1 Day
Versions 2008 and 2011

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. 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.

Creating a New Report

Using the Start Page

Reviewing the Initial Screen

Connecting to Data Sources

Connecting to Sample Training Data

Starting a New Report

Understanding the Different Report Sections

Resizing Sections

Inserting Database Fields

Previewing a Report

Using Saved vs. Refreshed Data

Refreshing Data

Saving a Report

Printing a Report

Closing a Report

Opening an Existing 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

Sorting on Multiple Fields

Inserting Groups

Using the Group Tree

Using a Drill-down on Groups

Modifying Groups

Creating Additional Groups

Sorting, Grouping, and Totaling Data (cont.)

Deleting Groups

Summarizing Grouped Data

Inserting a Grand Total

Writing Basic Formulas

Understanding Formula Syntax

Writing a Formula that Calculates Commission

Calculating the Percentage of the Grand Total

Writing a Formula that Concatenates Information

Writing a Formula that Uppercases a Field's Value

Editing Formulas

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

Starting a 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

 

Is this the right level for you? Please contact our office at (202) 747-5000 if you have any questions.

Other Helpful Links

Crystal Reports - Introduction Agenda

Crystal Reports - Intermediate Agenda

Crystal Reports - Advanced Agenda

 

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Are you interested in a class for one or a few students? Consider taking a public class. View our public training schedule for dates.

Or, are you interested in scheduling a private group class at your office or at Softek? Learn more about our private group training.

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