Training Event Outline  
  This workshop is designed for users with little or no exposure to Crystal Reports. The intent of the course is to familiarize the students with the Crystal Reports environment and get them reporting quickly and then to increase the design skills and expand into the expert features and powerful functionality of Crystal Reports.  The user will also learn complex techniques used for creating reports and solving reporting problems, as well as hands-on practice time with formula solutions.  
 
Introduction
  • Welcome to Crystal Reports
  • Help & Reference Resources
 
Lesson 1 – Pre Reporting Basics
  • Determining the Purpose and Layout of the Report
  • Toolbar Identification
  • Finding and Organizing the Data
  • Key Concepts
  • Design Window Components
  • Crystal and Data Base Terminology
  • Report Sections

Lesson 2 – Basic Report Design

  • Starting the Program
  • Moving and Aligning Objects
  • Selecting a Data Source
  • Browsing Field Data
  • Inserting Fields on the Report
  • Inserting Text Objects
  • Refreshing Data from the Database
Lesson 3 – Configuring your Environment
  • Global Options
  • Summary Report Information
  • Report Options
Lesson 4 – Report and Object Formatting
  • Object Formatting
  • Template Expert
  • Section Formatting
  • Page Margins and Page Layout
  • Inserting Lines, Boxes and Special Fields
Lesson 5 – Text Object Embedding
  • Embedding Fields
  • Setting Tabs
  • Formatting Text Object
  • Importing Text
  
Lesson 6 – Exporting Records
  • Exporting Options
  • Report Definition Export
 
Lesson 7 – Record Selection
  • Applying Record Selection
  • Modifying or Deleting Record Selection
  • Select Expert Operators
  • Viewing Record Selection Formula
  • Multiple Criteria Record Selection
  • Case Sensitive Data in Record Selection
Lesson 8 – Sorting and Grouping Records
  • Sorting Detail Records
  • Reordering Groups
  • Inserting Groups
  • Deleting Groups
  • Group Tree Navigation
  • Grouping on Date or Date/Time Fields
  • Changing Groups
  • Report Explorer
  • Working with Multiple Groups
Lesson 9 – Grand Totals and Summaries
  • Inserting Grand Totals
  • Calculating Percentage
  • Summarizing Group Records
  • Group Sort Expert
 
Lesson 10 – The Pinnacle G2DS Database
  • Database Fundamentals
  • Using Multiple Tables
  • Pinnacle Database Tables
  • Adding a Manual Link
  • Table Linking
  • Join Types
  • G2ds Entity Relationship
  • Adding Duplicate Table with Alias
Lesson 11 – Formula Basics
  • Crystal Formula Syntax
  • Using Formula Fields in Formulas
  • Formula Editor
  • Advanced Formula Reference
  • Types of Formulas
Lesson 12 – Advanced Formatting Features
  • Highlighting Expert
  • Conditional Formatting
  • Multiple Sections
  • Alerts
  
Lesson 13 – Summary Reports and Charts
  • Summary Reports
  • Creating Charts and Graphs
 
Lesson 14 – Cross-Tab Reports
  • Defining, Creating and Formatting Cross-Tabs
 
Lesson 15 – Running totals
  • Defining and Creating Running Totals
  • Conditional Running Totals
 
Lesson 16–Subreports
  • Defining Subreports
  • On Demand Reports
  • Unlinked and Linked Subreports
  • Passing Data from Main Report to Subreport and Reverse
  
Appendices Index
  • Appendix A – Report Creation Wizard
  • Appendix B – Access & Excel Add-Ins
  • Appendix C – Functions and Operations
 

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