This Crystal Reports course is intended for those 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. The latter half of the course will focus on database functionality and the more advanced features of Crystal Reports Students will gain practical experience through hands-on exercises.

Please note that XI is the older version of Crystal Reports and should not be confused with 2011.

Class Goals

Gain familiarity with the Crystal Reports interface.
Learn to create and modify reports.
Learn to format reports.
Learn to filter reports.
Learn how to sort and group report fields.
Learn how to use multiple tables within a report.
Learn how to create formulas.
Learn to create summary reports.
Learn how to export and distribute reports.
Learn about databases and SQL.
Learn about custom functions.
Learn about more advanced functions.
Learn how to make reports more efficient and effective.
Learn about charts.
Learn about report alerts.

Class Outline

Getting Acquainted with Crystal Reports
1. Creating Our First Report
2. The Database Expert
3. Review the Toolbars
4. The Report Sections in the Design Tab
5. The Field Explorer
6. Preview the Report
7. Adding Multiple Tables to Reports
Formatting Reports
1. Formatting Fields
2. The Format Painter
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
Filtering Reports
1. Create a Filter Based on a Single Criteria
2. Create a Filter for Multiple Selection Criteria
Sorting and Grouping Reports
1. Using the Sort Expert
2. Using the Group Expert
3. Summarizing Records within Groups
Using Basic Formulas
1. String Formulas
2. Numeric Formulas
3. Date/Time Formulas
4. Running Totals
5. Conditional Formulas
Advanced Formatting
1. Using Multiple Sections
2. Summary Reports
3. Lines and Boxes
4. The Highlighting Expert
Exporting and Distribution
1. Exporting to Excel
2. Exporting to PDF
3. Exporting to Word
4. Crystal Reports Viewer
5. crystalreports.com
Crystal Reports Refresher
1. Creating a Crystal Report
Using Parameters
1. Creating Parameters
2. Optional Parameters
3. Using a List of Values
4. Using Parameters
Subreports
1. Unlinked Subreports
2. Linked Subreports
Charts
1. Adding Charts to Reports
Cross-tabulation Reports
1. Using Cross-tabulation Reports
Working with SQL
1. The SELECT Statement
2. The WHERE Clause
3. The ORDER BY Clause
4. Joins
5. SQL Commands
6. SQL Expressions
Advanced Techniques
1. Special Fields
2. Using the Select Case Statement
3. Evaluation Time Functions
4. Conditional Formatting
5. Alternating Row Formatting
Report Alerts
1. Using Report Alerts

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following areas is required:

Basic computer skills

Experience in the following areas would be beneficial:

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

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

Instructor-led Online course technical requirements and setup instructions.
WebEx system requirements for Instructor-led Online delivery option.
Onsite course technical requirements and setup instructions.

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