Crystal Reports 2016 Essential Training

Introduction

• Welcome
• Using the exercise files

1. Getting to Know Crystal Reports 2016

• Explore the Crystal Reports user interface
• Set program options
• Set report options
• Assign report properties
• Navigate within a report
• Add page numbers and printing
• Change the page layout
• Get help in Crystal Reports 2016

2. Creating a Report

• Use the Standard Report Design Wizard
• Link to a data source
• Link to a source with multiple tables
• Add fields to a report
• Save a report

3. Managing Report Sections

• Create a section
• Resize a report section
• Merge report sections
• Manage section order
• Hide report sections
• Create multiple columns in a report
• Delete a section

4. Sorting and Grouping Data

• Sort data
• Define a group
• Group data based on dates and times
• Reorder and delete groups
• Change group options
• Create a summary
• Define statistical summaries
• Create a drill-down report
• Sort by group

5. Formatting Reports and Report Elements

• Apply a report template
• Format a report control
• Apply number formats to report controls
• Apply formats to date fields
• Resize, align, and reorder objects
• Manage images and draw objects
• Highlight records

6. Adding Charts to a Report

• Available chart types
• Create a chart
• Create a chart using the Group layout
• Create a chart using the Cross-Tab layout
• Format chart elements

7. Selecting Records in a Report

• Select records within a single field
• Select records using multiple fields
• Create selection rules using the Or operator
• Select records based on dates
• Select records using formulas

8. Managing Reports Using Parameter Fields

• Create a parameter field by entering a list of values
• Define default parameter values
• Define multivalue parameter fields
• Allow dynamic parameters
• Edit and delete parameter fields

9. Summarizing Data Using Formulas

• The Formula Workshop
• Use functions in formulas
• Add if-then logic to formulas
• Add case statements to formulas
• Correct formula errors

10. Adding Subreports

• Create an unlinked subreport
• Create a linked subreport
• Creating an on-demand subreport
• Format subreports

11. Summarizing Data Using Cross-Tabs

• Use the Cross-Tab Report Wizard
• Add a cross-tab to a report
• Manipulate a cross-tab
• Sort cross-tab group values
• Change cross-tab summary operations
• Add a formula field to a cross-tab
• Format a cross-tab

12. Exporting Report Data

• Export to Excel
• Export a report to Word using an RTF file
• Export a report to a CSV file
• Export a report to a web file
• Export a report to an XML file

Conclusion

• Next steps