Crystal Reports
Basic Skills


Participants will learn the basics of report creation including sorting, grouping, linking, basic formula creation, working with report experts and how to distribute reports to other users. Participants will learn how to create basic reports that include linking, formulas, working with sections, selection criteria and report distribution.


Windows (95/98/NT 4) introduction, or equivalent knowledge.

What should you be familiar with?

Experience using database applications, including any of the following:
IBM DB2, Oracle, Microsoft SQL Server, Microsoft Access, Filemaker Pro, Lotus Notes

Session Length

Two days, 9:00am - 5:00 pm


This session is conducted either on site, or at our training rooms.

Topics Covered in this session

          Examine the applications capabilities
          Think about the steps necessary to create reports
          Review reports and databases to be used in class
          Modify the program default settings
          Use help

          Creating Basic Reports

          Identify the sections of the report
          Create a new report
          View your report as it will print
          Format your report by changing the size and position of the fields
          Enhance your report by adding a report title and changing the font attributes of your labels
          Add page numbers and other document information as well as a company logo or other graphics in your report
          Save your report

          Sorting and Selecting Records

          Sort records
          Use the Select Expert to limit records
          Add an additional selection criterion using the "And" statement
          Modify composite formulas and the selection criteria statement

          Grouping and Summarizing

          Define a single level group
          Define a multiple level group
          Modify grouping options
          Insert subtotals and grand totals
          Insert summary fields
          Insert percent of the total fields
          Insert grand total summary fields
          Use Top N/Sort Group Expert

          Using the Report Expert

          Create new reports using the Standard Report Expert
          Create new reports using the Mailing Labels Report Expert
          Edit a report created using an Expert
          Basic Cross-Tabs
          Understanding cross-tab reports
          Use the Cross-Tab Expert
          Edit your cross-tab report
          Modify cross-tab layout options
          Format your cross-tab report


          Understand relational database basic concepts
          Create links using the Visual Linking Expert
          Examine Link Options
          Look at the difference between PC and SQL links

          Creating Formulas

          Understand Formula Components
          Create new formulas using the Formula Editor
          Make changes to formulas
          Create and use String formulas
          Create and use Date functions
          Work with summary formulas
          Create and use If-Then-Else functions

          Formatting Sections

          Review sections
          Resize sections in Design view
          Use the Section Expert
          Create Summary and Drill Down reports

          Distributing Data

          Identify exporting options
          Export a report into office suite applications
          Create a report using spreadsheet data
          Discuss Web browser options to view reports on-line

Performance-based objectives
  • Plan the needs for your report including data as well as appearance.
  • Become familiar with components of the Crystal Reports application window.
  • Create reports based directly on database information, use a report expert or create a copy of an existing report.
  • Add, modify and remove report objects such as data fields, text objects, file information, graphics or decorative lines and boxes.
  • Format the appearance of your report using font, colour, border and number choices.
  • Change the selection criteria and sort order of your data.
  • Create subtotals, grand totals and summaries for your report data.
  • Create, edit and delete formulas. Understand Crystal's formula language.
  • Understand linking concepts then create and modify your own links.
  • Identify and control Crystal's report sections.
  • Distribute your reports to those who need the information through a variety of methods.

This course is not available on our public schedule, call us on 1800 456 002 or EMAIL to book this course

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