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Introduction to Crystal Reports

1 Day, 9:00-4:00

Course Overview

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.

Course Objectives

  • Create a new report
  • Format data
  • Sort, group, and total data
  • Write a basic formula
  • Apply record and group selection
  • Create a report using a report creation wizard
  • Create mailing labels

Course Outline

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


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student $375
Private Group Class: Live Virtual
1-4 students $950
5-8 students $1400
9-12 students* $1600
*$100 per additional student
Private Group Class: At Your Location
1-4 students $1200
5-8 students $1650
9-12 students* $1850
*$100 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee