Title: Crystal Reports 8.0 - Level 1

Delivery Method: Instructor-led Classroom Learning

Duration:16 hours

Overview:
Students will learn the basics of report creation including sorting, grouping, linking, basic formula creation, working with report experts and how to distribute reports to other users.


Lesson 1: Overview

Examine the application’s capabilities
Think about the steps necessary to create reports
Review reports and databases to be used in class
Modify the program default settings
Use help
Lesson 2: Creating Basic Reports

Identify the sections of the report
Create a new report
View your report as it will print
Format your report by changing the size and position of the fields
Enhance your report by adding a report title and changing the font attributes of your labels
Add page numbers and other document information as well as a company logo or other graphics in your report
Save your report
Lesson 3: Sorting and Selecting Records

Sort records
Use the Select Expert to limit records
Add an additional selection criterion using the “And” statement
Modify composite formulas and the selection criteria statement
Lesson 4: Grouping and Summarizing

Define a single level group
Define a multiple level group
Modify grouping options
Insert subtotals and grand totals
Insert summary fields
Insert percent of the total fields
Insert grand total summary fields
Use Top N/Sort Group Expert
Top
Lesson 5: Using the Report Expert

Create new reports using the Standard Report Expert
Create new reports using the Mailing Labels Report Expert
Edit a report created using an Expert
Lesson 6: Basic Cross-Tabs

Understanding cross-tab reports
Use the Cross-Tab Expert
Edit your cross-tab report
Modify cross-tab layout options
Format your cross-tab report
Lesson 7: Linking

Understand relational database basic concepts
Create links using the Visual Linking Expert
Examine Link Options
Look at the difference between PC and SQL links
Lesson 8: Creating Formulas

Understand Formula Components
Create new formulas using the Formula Editor
Make changes to formulas
Create and use String formulas
Create and use Date functions
Work with summary formulas
Create and use If-Then-Else functions
Top
Lesson 9: Formatting Sections

Review sections
Resize sections in Design view
Use the Section Expert
Create Summary and Drill Down reports
Lesson 10: Distributing Data

Identify exporting options
Export a report into office suite applications
Create a report using spreadsheet data
Discuss Web browser options to view reports on-line