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Crystal Reports Beginner

 
 
 

Crystal Reports Beginner for GoldMine® Users

 
Introduction to Crystal Reports Exploring Text Objects
   
  • What is Crystal Reports
  • How Does it Work With the specific program
  • Embedding Data Fields
   
Opening Crystal Reports Adding a Record Selection
   
  • Screen Overview - Getting Comfortable
  • Maneuvering Within
  • Using the Record Select Expert
   
Planning a New Report Using the Parameters Feature

 
  • Table Information
  • Designing the Report with a Report Designer
  • How Do They Work
  • Creating the User's Screen and Field
  • Using the Parameter Field
   
Creating a Basic Report Formatting the Report
   
  • Using Report Types and Data Types
  • Choosing a Table
  • Inserting Fields
  • Previewing Data and Saving the Report
  • Formatting Fields and Report Sections
  • Using Lines, Boxes and Pictures
   
Adding Structure to the Report Printing and Exporting
   
  • Adding Groups
  • Inserting Sorts
  • Adding Totals and Summary Fields
  • Exploring Printing features
  • Exporting to various formats
   
Adding Formulas Adding Reports to the Program's Menu
   
  • Features Overview and Learning the Syntax
  • Creating and Inserting Formulas
  • Troubleshooting Tips and Exploring the Process
  • Modifying the Report After Its On the Menu
   
Linking Database Tables  
   
  • Purpose of Linking and Data Flow
  • Adding a Second Table to the Report
 
 

Day 1:

  • Introduction to Crystal Reports
  • Planning a New Report
  • Creating a Basic Report
  • Adding Sorts, Groups and Totals
  • Formula Creation
  • Linking Database Tables

Day 2:

  • Record Selection
  • Adding Parameters (User input)
  • Formatting
  • Printing and Exporting
  • Adding Reports to the GoldMine Menu
  • Getting Help
  • Self-paced Labs
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