Introduction to Crystal Reports 2013

Overview

This Crystal Reports course is intended for students who have little to no experience with Crystal Reports. The course will provide students with a general overview of the basic functionality and a general understanding of report design, including the need to provide quality reports in various presentation formats. Students will gain practical experience through hands-on exercises.

Our instructor-led online classes are conducted in the 2016 version of the software. Your instructor will point out the minor differences between versions where they exist. For our custom instructor-led online and onsite classes, we use the version of the software you use in your office.

Please note that XI is the older version of Crystal Reports and should not be confused with 2011, 2013, or 2016 versions.

Class Prerequisites

Experience in the following is required for this Crystal Reports class:

         Basic computer skills

Experience in the following would be useful for this Crystal Reports class:

         Familiarity with relational database concepts (tables, fields, and records)

Goals

1.   Explore the Crystal Reports interface.

2.   Learn to create a basic report and modify it.

3.   Learn to format reports..

4.   Learn to filter reports.

5.   Learn to group report data.

6.   Learn to create reports from data in multiple tables.

7.   Learn to use formulas..

8.   Learn to use conditional formatting.

9.   Learn to create summary reports and charts.

10.     Learn to export reports to Excel and PDF.

11.     Learn to use Report Wizards.

Outline

1.   Getting Acquainted with Crystal Reports

1.   Report Writing Process

2.   Opening Crystal Reports

3.   The Database Expert

4.   Review the Toolbars

1.   The Standard Toolbar

2.   The Formatting Toolbar

3.   The Insert Toolbar

4.   The Experts Toolbar

5.   The Navigation Toolbar

6.   The External Command Toolbar

5.   The Report Sections in the Design Tab

1.   Report Header

2.   Page Header

3.   Details

4.   Page Footer

5.   Report Footer

6.   The Field Explorer

7.   Preview the Report

8.   Adding Multiple Tables to Reports

2.   Formatting Reports

1.   Formatting Fields

1.   The AdventureWorks Database

2.   The Format Painter

3.   Working with Objects

1.   Text Objects

2.   Field Titles

3.   Using Fields in Text Objects

4.   Aligning and Sizing Objects

5.   The Section Expert

6.   Images

4.   Filtering Reports

1.   Create a Filter Based on a Single Criterion

2.   Create a Filter for Multiple Selection Criteria

5.   Sorting and Grouping Reports

1.   Using the Sort Expert

2.   Using the Group Expert

3.   Summarizing Records within Groups

6.   Using Basic Formulas

1.   String Formulas

2.   Numeric Formulas

3.   Date/Time Formulas

4.   Running Totals

5.   Conditional Formulas

7.   Advanced Formatting

1.   Using Multiple Sections

2.   Summary Reports

3.   Lines and Boxes

4.   The Highlighting Expert

8.   Exporting and Distribution

1.   Exporting to Excel

2.   Exporting to PDF

3.   Exporting to Word

4.   Crystal Reports Viewer

5.   crystalreports.com