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Training Resources

Current Training Schedule

Class Registration Form

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Crystal Reports XI - Level 1

2 day course

View Detailed Outline in PDF format

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This two day interactive course is designed for new users of Crystal Reports XI.  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.

Course Topics:

(for a full detailed outline, visit our PDF link above)

Creating Reports

  • Starting a New Report
  • Choosing a Data Source
  • The Design Window
  • Managing Resources with Explorers
  • Placing Fields on the Report
  • Selecting and Sizing Objects
  • Browsing Field Data
  • Moving and Aligning Objects
  • Using Guides and Guidelines
  • Creating Text Objects
  • Saving and Auto-saving the Report
  • Previewing and Refreshing Data

Formatting Features

  • Formatting with Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Lines and Boxes and Graphics
  • Working with Page Commands
  • Page Orientation and Margins
  • Working with Text Objects
  • Adding Fields to Text Objects
  • Inserting Special Fields

Filtering Database Data

  • Filtering Data with the Select Expert
  • Selecting Records with Multiple Criteria
  • The Select Formula
  • Case Sensitive vs. Case Insensitive
  • Record Selection Formula Templates

Report Grouping

  • Creating Groups and Sort Direction
  • Modifying Groups
  • Multiple Groups in Reports
  • Navigate Using the Group Tree
  • Summarizing with Groups
  • Grouping Data by Date/Time
  • Grouping Calculated Percentages
  • Order and Group Based on Subtotals
  • The Group Sort Expert

Multiple Table Joins

  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Multiple Tables in a Report
  • Using the Database Expert

Creating Formulas

  • Crystal Formula Syntax
  • The Formula Workshop
  • Using the Formula Editor
  • Simple Number Calculations
  • Manipulating Dates
  • Boolean (True/False) Formulas
  • Text String Formulas
  • Using Nested If Statements

Conditional Formatting

  • The Highlighting Expert
  • Setting Highlighting Priorities
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields

Summary Reports and Charts

  • Creating Summary Reports
  • The Drill Down Feature
  • Working with Charts
  • Editing and Formatting Charts
  • Modifying Chart Objects
  • Applying Chart Templates

Extras

  • Exporting Reports
  • Setting Default Options
  • Using Report Wizards