This classroom course is designed for participants who are new to Crystal Reports. It covers the basics of creating simple reports and adding functionality to them, such as record selection, grouping, formulae and parameters.


Introduction to Crystal Reports

  • Opening a report
  • Creating New Reports
  • Connecting to a Data Source
  • Field Explorer
  • Refreshing the report
  • Report Design environment
  • Moving, Sizing and Aligning Objects

Record Selection    

  • Using the Select Expert to add Record Selections
  • Saved v Refreshed Data
  • Modifying Record Selections
  • Record selection with Date Fields

Formatting Reports

  • Formatting Objects
  • Adding Lines
  • Adding Boxes
  • Adding Graphics
  • Adding Hyperlinks
  • Creating and Formatting Text Objects
  • Using Special Fields
  • Report Explorer

Sorting, Grouping, Summarising    

  • Sorting records
  • Grouping Records
  • Multiple Grouping
  • Specified Order Grouping
  • Adding Summary Totals
  • Group Sort Expert (Top N grouping)

Creating Formulae       

  • Creating formulae with the Formula Editor
  • Formula Syntax
  • Simple Formula Functions
  • If-then-else formulae

Conditional Reporting       

  • Highlighting Expert
  • Conditional Formatting
  • Report Alerts

 Parameters Fields

  • Defining Parameter fields
  • Using Parameters

Printing and Distributing Reports       

  • Printing Reports
  • Exporting Reports & Configuration

Report Wizards

  • Creating a report with the report wizard
  • Mailing Labels

Designing a Crystal Report       

  • Planning Reports
  • Setting Default Report Options
Have a question?

Let’s get this conversation started. Tell us a bit about your requirements and we’ll be in touch.

What you need to bring for these courses when delivered as a virtual classroom.

For virtual classroom courses, you will need:

  • Computer with Internet Access
  • Microphone and Headset
  • Webcam
  • Microsoft Teams
  • A dual monitor setup is recommended for IT training
Upcoming Courses
Get in touch via our contact form or call us on 01473 414 414