Proudly serving the D.C. metro
area for over 25 years.

Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

Computer Training Software Consulting Database Programming

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Introduction to Crystal Reports

Version 2013 • 2016

1 Day, 9:00-4:00, 6 Hours

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

  • Welcome Dialog
  • Reviewing the Crystal Reports Screen
  • Data Sources
  • 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, 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 Date Fields
  • Inserting Horizontal Lines
  • Placing Borders around Objects

Sorting, Grouping, and Totaling Data

  • Sorting Records
  • Sorting on Multiple Fields
  • Inserting, Deleting, and Modifying Groups
  • Using a Group Tree
  • Using a Drill-down on Groups
  • 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 Grand Total
  • Writing a Formula that Concatenates
  • Writing a Formula that Uppercases a Field
  • 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

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


View Upcoming Schedule or Register for a Class

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

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Public Class

$325 per student
Or one voucher

View Schedule or Register

Private Group Classes

Conducted at Your Office

$1400 flat fee for up to 8 students
$1600 flat fee for up to 12 students
$100 per additional student

Conducted at Softek’s Facility

$1550 flat fee for up to 8 students
$1750 flat fee for up to 12 students
$100 per additional student

Have more or fewer students? Or, need to schedule more than one training day? Fill out our quote request form for a price quote based on your training needs. 

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee