Crystal Reports – Introductory – Level 1

In this course, students will build basic list and group reports that work with almost any database.


Area of Learning — Crystal Reports – Introductory – Level 1


This course requires a basic understanding of databases and their underlying purpose. Students should also have basic word processing skills, such as copying and pasting text, formatting text, and so on. Students should be familiar with the basic functions of their computer's operating system such as creating folders, launching programs, and working with windows.

Course Outline

Lesson 1: Creating a Report

  • Set Default Report Settings
  • Specify Fields for a New Report
  • Preview the Report
  • Modify Field Display
  • Add a Report Title
  • Position Fields
  • Add Fields from Additional Tables

Lesson 2: Displaying Specific Report Data

  • Find Data
  • Sort Data
  • Filter Data by Single Criteria

Lesson 3: Grouping Report Data

  • Insert a Group
  • Add Summaries
  • Format Summary Information
  • Change Group Options
  • Add an Additional Group
  • Create a Top N Sort Group

Lesson 4: Building Formulas

  • Write a Formula
  • Edit a Formula
  • Group by Formula
  • Delete a Formula
  • Build a Filter by Multiple Criteria
  • Modify a Filter with Multiple Criteria to Create an OR Condition
  • Create a Parameter Field
  • Write a Formula that Incorporates Null Fields

Lesson 5: Formatting Reports

  • Remove White Space
  • Insert Page Header/Footer Data
  • Add Borders and Lines
  • Change the Background Colour
  • Change the Margins

Lesson 6: Enhancing Reports

  • Create a Section to Contain a Watermark
  • Insert Objects Using Object Linking and Embedding
  • Modify Format Based on Data Value
  • Conditionally Suppress Data
  • Insert Hyperlinks
  • Hide Blank Report Sections

Lesson 7: Creating and Modifying Pie Charts

  • Create a Pie Chart with a Drill-down
  • Modify Chart Text
  • Format a Chart
  • Present a Chart by Group

Lesson 8: Distributing Data

  • Export to PDF
  • Export to Excel
  • Export to an Access Database
  • Create a Report Definition
  • Create Mailing Labels

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