Course Description

This two day, interactive workshop was designed for new users of Crystal Reports 2008 – 2011. 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.



2 days


Target Audience

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


Course Prerequisites

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

If you have any questions or doubts as to whether you meet the pre-requisites for this course, or indeed are wondering which course best suits you, please consult with us to discuss your suitability for course attendance.


Suggested Follow on Courses


Course Content

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

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

Using the Formula Workshop and 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 and Formatting Charts

Using the Chart Options

Modifying Individual Objects in the Chart

Applying Chart Templates


9. Exporting Your Reports Within Your Organization

Understanding Export Formats and Destinations

Adobe Acrobat (PDF)

Microsoft Excel 97-2003 (XLS)

Microsoft Excel 97-2003 Data only (XLS)

Microsoft Word (97-2003)

Text (TXT)

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 Chart Dialog Box

The Record Selection Dialog Box

The Template Dialog Box


11. Appendix A – Mapping

Understanding Maps

Formatting the Map

Drilling Down on Maps

Advanced Formatting of Maps

Changing the Geographic Map

Using the Map Navigator

Changing Map Layers


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