Crystal Reports 2013/2016 Designer Level 1

This two-day, interactive workshop was designed for new users of Crystal Reports®. Some of the topics covered include a review of the software features, report design, and the creation of presentation quality reports. The course incorporates a number of hands-on exercises to reinforce the learning process.

1. Creating a Simple Report

• Starting the Crystal Reports Program
• Starting a New Report
• Choosing a Data Source
• The Main Components of the Design
• Window
• Exploring the Toolbars
• Managing Resources with Explorers
• Placing Fields on the Report
• Selecting and Sizing Objects
• Browsing Field Data
• Moving and Aligning Objects
• Using Guides and Guidelines to Move and Align Objects
• Creating Text Objects
• Saving the Report
• Autosaving the Report
• Previewing the Report
• Refreshing the Data
• Using the Status Bar
• Getting Help

2. Formatting Features

• Quick Formatting with the Template
• Expert
• Formatting Objects
• Format Painter
• Inserting Lines and Boxes
• Drawing a Line
• Drawing a Box
• Inserting Graphics
• Working with the Page Commands
• Working with Text Objects
• Adding Fields into a Text Object
• Formatting Part or All of an Object
• Inserting Special Fields

3. Selecting Specific Records from the

• Database
• Filter Types of the Select Expert
• Database Filtering with the Select Expert
• Selecting Records with Multiple Criteria
• Viewing and Editing the Select Formula
• Case Sensitive vs. Case Insensitive
• Record Selection Formula Templates

4. Grouping and Sorting Data

• When and Why to Group Records
• Creating a Group
• Group and Sort Direction
• Customize Group Name Field
• Modifying Groups
• Creating Multiple Groups in a Report
• Using the Preview Panel
• Using the Group Tree to Navigate the
• Report
• Reordering Groups
• Sorting Records within a Group
• Using the Sort Control
• Summarizing Groups
• Additional Summary Options
• Grouping Data in Date/Time Intervals
• Calculating Percentages
• Ordering Groups Based on Their
• Subtotals Using the Group Sort
• Expert

5. Combining Multiple Tables

• Understanding Tables, Records, and
• Fields
• Learning about Linking
• Adding Multiple Tables to a Report

6. Creating and Using Formulas

• Understanding Crystal Formula Syntax without Being a Programmer
• About the Formula Workshop
• Using the Formula Workshop
• Using the Formula Editor
• The Formula Editor Toolbar
• Performing Simple Number Calculations
• Manipulating Dates with Formulas
• Creating Boolean (True/False) Formulas
• Creating String Formulas
• Using Bookmarks to Navigate Through
• Formulas

7. Conditional Formatting

• Formatting Sections
• Formatting Sections Conditionally
• Conditionally Formatting Fields

8. Creating Summary Reports and

• Charts
• Creating a Summary Report
• Applying the Drill-Down Feature
• Applying the DrillDownGroupLevel
• Producing Charts
• Editing Charts
• Formatting Charts
• Using the Chart Options
• Modifying Individual Objects in the
• Using the Chart Options
• Modifying Individual Objects in the
• Applying Chart Templates

9. Exporting Your Reports

• Understanding Export Formats and
• Destinations
• Using the PDF Format for Crystal
• Reports
• HTML Preview
• Exporting to Windows Applications
• Exporting to a Report Definition Format

10. Using the Report Wizards

• What are the Report Wizards?
• Create a Report Using the Standard
• Report Creation Wizard
• The Data Dialog Box
• The Fields Dialog Box
• The Grouping Dialog Box
• The Summaries Dialog Box
• The Group Sorting Dialog Box
• The Chart Dialog Box
• The Record Selection Dialog Box
• The Template Dialog Box

11. Appendix A – Mapping

• Understanding Maps
• Map Layouts
• Map Types
• Formatting the Map
• Drilling Down on Maps
• Advanced Formatting of Maps
• Changing the Geographic Map
• Using the Map Navigator
• Changing Map Layers
• Resolving Data Mismatches

12. Appendix B – Before you Begin

• Defining the Purpose of the Report
• Determining the Layout of the Report
• Finding the Data
• Organizing the Data for the Report
• The Workbench

13. Appendix C – Setting Default and

• Report Options
• Setting the Default Layout for Designand Preview Views
• Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
• Pre-qualification Exercise

14. Appendix D – Pre-Qualification Test for Designer 2 Workshop

• Why should you Pre-qualify yourself for the Designer 2 Workshop?
• Pre-qualification Exercise

15. Appendix E – The Northwind 2008 Database

16. Appendix F – Installation and System

• Requirements
• Installing the Application
• Minimum Installation Requirements

17. Appendix G: Function and Operator Locations

18. Appendix H: Setup Instructions for Crystal Reports 2013

• Crystal Reports 2013 Application installation instructions
• Installing Required Class Files

19. Appendix I: Glossary

Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is recommended.

Administrators, developers and end-users who need to create dynamic reports from varying data sources.