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Course Description

Crystal Report Design I (9)


This two-day course is designed for the novice Crystal Reports user who needs to quickly become proficient in creating and modifying reports. Some of the topics include planning a report, creating a basic report, using the Report Explorer, record selection, sorting, grouping and summarizing, charting, basic formulas, and exploring.


Learners must complete the tutorial in the Crystal Reports User's Guide and have a proficient knowledge of Windows.

What will you learn

Report Design Concepts
  • Planning the content of the report
  • Manipulating the data
  • Determining printing area characteristics
  • Developing a prototype on paper
Report Design
  • Creating a new report
  • Exploring the report design environment
  • Placing objects on your report
  • Previewing and saving your report
  • Using the Report Explorer to view objects on reports
Record Selection
  • Using the Select Expert
  • Understanding saved vs. refreshed data
  • Setting additional selection criteria
  • Modifying record selection with the Formula Editor
  • Applying record selection on Date fields
Sorting, Grouping, and Sumarizing
  • Sorting and grouping records
  • Modifying groups
  • Creating nested or multiple groups
  • Reordering groups
  • Summarizing
  • Using Grand Totals
Formatting for Presentation Quality
  • Importing pre-formatted data
  • Inserting lines, boxes and pictures
  • Text objects
  • Defining linking concepts
  • Using Smart Linking
Formula Basics
  • Working with the Formula Editor
  • Applying basic date calculations
  • Applying Boolean formulas
  • Applying If-Then-Else formulas
  • Using Running Totals
Conditional Reporting
  • Using the Highlighting Expert
  • Using Report Alerts
Section Formatting
  • Formatting sections with the Section Expert
  • Creating a summary report
  • Creating a chart using the Chart Expert
  • Customizing a chart

Who should attend

Users who want to learn the basics of report design using Crystal Reports 9.


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