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Welcome to Insight

Delivering private IT training from businesses,
public sector and voluntary organisations

Crystal Reports Level 1

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Course Details

Crystal Reports

Course Duration - two days

Benefits of Crystal Reports Level 1 Course

This course is designed for a person who needs output from a database. In some cases, database programs have limited reporting tools, and/or they may not have access to those tools. Students may or may not have programming and/or SQL experience. This is where Crystal Reports come into their own.

Crystal Reports Level 1 is the course we would recommended if your job responsibilities require you to obtain output from databases. It lets you access almost any data and then format that data into dynamic information.  Crystal Reports offers a high level of flexibility and control over how data is presented and formatted.

In our Crystal Reports Level 1 course, you will create, display and group report data.  You will learn how to build a formula, create pie charts and how to distribute data.  If you’d like to know more about our course content, please continue reading below. 

To be successful in our Level 1 course, you should be familiar with the basic functions of Windows, such as creating and navigating folders, opening programs, manipulating windows, copying and pasting objects, formatting text, and saving files.

Course Content

Creating a Report

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

Displaying Specific Report Data

  • Find Data
  • Sort Data
  • Filter Data by a Single Criterion

Grouping Report Data

  • Insert a Group
  • Add Summaries
  • Format Summary Information
  • Change Group Options
  • Add a Second-Level Grouping
  • Filter Records by Group
  • Create a Top N Sort Group

Building Formulas

  • Create a Formula
  • Edit a Formula
  • Combine Fields by Formula
  • Delete a Formula
  • Filter Data by Multiple Criteria
  • Modify a Filter Using an OR Operator
  • Create a Parameter Field
  • Account for Null Fields in a Formula 

Formatting Reports

  • Remove White Space
  • Insert Page Header/Footer Data
  • Add Borders, Boxes, and Lines
  • Change Field Background Color
  • Change the Margins

Enhancing Reports

  • Add a Watermark
  • Insert Objects Using Object Linking and Embedding
  • Modify Formatting Based on Data Value
  • Suppress Report Sections
  • Insert Hyperlinks
  • Hide Blank Report Sections 

Creating Pie Charts

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

Distributing Data

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

Prerequisites

Before taking this course, you should be familiar with the basic functions of Windows, such as creating and navigating folders, opening programs, manipulating windows, copying and pasting objects, formatting text, and saving files.

Contact Us

Interested in our service? Then get in touch today with Insight IT to see how we can tailor your training to suit your needs.

Call us on: 08452 306 099 or contact us online here.