Crystal Reports 9: Report Design I

To enable delegates to create and manipulate a variety of database reports, using formulae and links.

Audience

Information professionals or business users who need to become proficient quickly in creating and modifying reports within their organisation using Crystal Reports

Skills Gained

This course will enable delegates to:

• Navigate the Crystal Report window.
• Create, format and save reports.
• Sort, group and summarise records.
• Use formulae in reports.
• Enhance Reports using Watermarks, Bullets and Hyperlinks.
• Create and modify Pie Charts in reports.
• Distribute Reports to other formats.

Prerequisites

Delegates must have a working knowledge of Windows applications and a basic knowledge of database concepts such as tables, fields and records.

Course Outline

Overview of Report Design

Creating a Basic List Report

• Set Default Settings.
• Building a Report.
• Previewing a Report.
• Working with Fields.

Displaying Data in a Report

• Finding Data.
• Sorting Data.
• Filters and Search Criteria.

Grouping and Summarising

• Inserting a Group.
• Adding Summaries.
• Group Options.
• Top N Sort Group.

Building Formula

• Write a Formula.
• Edit a Formula.
• Group by Formula.
• Multiple Criteria Formula.
• Parameter Fields.
• Null Fields.

Formatting Reports

• Removing White Space.
• Header and Footer data.
• Borders and Lines.
• Background Colour.

Enhancing Reports

• Watermarks.
• Bulleted Lists.
• Conditional Formatting.
• Hyperlinks.

Creating and Modifying Pie Charts

• Creating a Pie Chart with Drill Down.
• Formatting the Chart.

Distributing Data

• Export to Excel and Access.
• Create a Report Definition.
• Create Mailing Labels.

Overview of Report Design

Creating a Basic List Report

• Set Default Settings.
• Building a Report.
• Previewing a Report.
• Working with Fields.

Displaying Data in a Report

• Finding Data.
• Sorting Data.
• Filters and Search Criteria.

Grouping and Summarising

• Inserting a Group.
• Adding Summaries.
• Group Options.
• Top N Sort Group.

Building Formula

• Write a Formula.
• Edit a Formula.
• Group by Formula.
• Multiple Criteria Formula.
• Parameter Fields.
• Null Fields.

Formatting Reports

• Removing White Space.
• Header and Footer data.
• Borders and Lines.
• Background Colour.

Enhancing Reports

• Watermarks.
• Bulleted Lists.
• Conditional Formatting.
• Hyperlinks.

Creating and Modifying Pie Charts

• Creating a Pie Chart with Drill Down.
• Formatting the Chart.

Distributing Data

• Export to Excel and Access.
• Create a Report Definition.
• Create Mailing Labels.