Crystal Reports XI Designer 1 Workshop
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COURSE COST: $695.00

COURSE TIMES: 9:00am - 4:30pm

Printable version of this course


This two day interactive workshop was 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.


This course is ideal for beginner level Crystal Reports XI, 10, 9 and 8.5 users. Working knowledge of Windows 2000/XP environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended.


*Course Cost listed does not include the cost of the courseware. Course is subject to a minimum enrollment to run. Course may run as a Virtual Instructor led class if the minimum enrollment is not met. For more information, please contact: or call 207-775-0244.


Before You Begin
Defining the Purpose of the Report
Determining the Layout of the Report
Finding the Data
Organizing the Data for the Report

Creating a 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

Formatting Features
Quick Formatting with the Template Expert
Using the Format Painter
Formatting Objects
Inserting Lines and Boxes
Drawing a Line
Drawing a Box
Inserting Graphics
Working with the Page Commands
Changing Page Orientation
Changing Margins
Working with Text Objects
Adding Fields into a Text Object

Database Filters
Filtering Data with the Select Expert
Selecting Records with Multiple Criteria
Viewing and Editing the Select Formula
Case Sensitive vs. Case Insensitive
Record Selection Formula Templates

Report Grouping
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 Group Tree to Navigate the Report
Reordering Groups
Summarizing Groups
Additional Summary Options
Grouping Data in Date/Time Intervals
Calculating Percentages

Multiple Table Joins
Understanding Tables, Records, and Fields
Learning About Linking
Adding Multiple Tables to a Report

Creating Formulas
Understanding Crystal Formula Syntax without Being a Programmer
About the Formula Workshop
Using the Formula Workshop
Using the Formula 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

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

Summary Reports and Charts
Creating a Summary Report
Applying the Drill Down Feature
Applying the DrillDownGroupLevel
Producing Charts
Editing Charts
Formatting Charts
Using the General Chart Options
Modifying Individual Objects in the Chart
Using Auto-Arrange Chart
Applying Chart Templates

Exporting Reports
Understanding Export Formats and Destinations
Using an HTML Format for Crystal Reports
Exporting to Windows Applications
Exporting to a Report Definition Format

Default Options
Setting the Default Layout for Design and Preview Views

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 Group Sorting Dialog Box
The Chart Dialog Box
The Record Selection Dialog Box
The Template Dialog Box