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Seagate Crystal Reports
Introductory Report Design Version 8

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Introductory Report Design Version 8 (PDF - 19 KB)

This two-day course is designed for beginner to intermediate Seagate Crystal Reports users who need to quickly become proficient in creating and modifying reports. Some of the topics include creating a basic report, record selection, sorting, grouping and summarizing, basic queries, exporting to other formats, and formulas.

Who should attend
Information Professionals or business users who need to quickly become proficient in creating and modifying reports within their organization.

Students must have a working knowledge of Windows applications. Basic knowledge of database concepts such as tables, fields, and records is also necessary. The prerequisite assignment for this course is to review Chapters 5 and 6 of the Seagate Crystal Reports User's Guide.

What you will learn

Report Design

  • Planning a report
  • Creating a new report
  • Exploring the report design environment
  • Placing objects on your report
  • Previewing and saving your report
  • Positioning and sizing objects
  • Formatting objects
  • Using Text Objects

Record Selection

  • Using the Select Expert
  • Using the Select Record options
  • Defining the Select Expert's features
  • Understanding saved vs. refreshed data
  • Setting additional selection criteria
  • Applying Record Selection on date fields
  • Modifying record selection with the Formula Editor

Sorting, Grouping and Summarizing

  • Sorting Records
  • Grouping Records
  • Modifying Groups
  • Grouping on Date or Date/Time fields
  • Summarizing
  • Using Grand Totals

Grouping Options

  • Creating nested or multiple groups
  • Reordering groups
  • Applying specified order grouping
  • Using the Top N/Sort Group Expert
  • Creating a group selection based on summary information
  • Grouping data hierarchically

Presentation Quality Reports

  • Applying special formatting
  • Importing pre-formatted data
  • Using Special Fields
  • Adding hyperlinks
  • Inserting lines and boxes
  • Inserting a picture

Text Objects

  • Importing elements into text objects
  • Combining Text Objects with Database Fields
  • Combining Text Objects with Special Fields
  • Formatting individual elements of a Text Object


  • Defining linking concepts
  • Adding/removing databases from a report
  • Using Smart Linking
  • Working with links

Formula Basics

  • Using formulas
  • Working with the Formula Editor
  • Using basic calculations
  • Using string manipulation
  • Applying basic date calculations
  • Applying Boolean formulas
  • Applying If-Then-Else formulas
  • Using Running Totals

Conditional Reporting

  • Using the Highlighting Expert
  • Using conditional formatting

Section Formatting

  • Changing the size of a section
  • Formatting sections with the Section Expert
  • Creating a Summary report


  • Creating a chart using the Chart Expert
  • Drilling down on a chart
  • Charting on summary data
  • Charting detail or formula data
  • Customizing a chart

Geographical Mapping

  • Creating a map based on summarized data
  • Creating a map based on detail or formula data
  • Editing a map with the Map Expert
  • Editing a map on the Analyzer tab
  • Resolving data mismatches

Report Distribution

  • Exporting your reports
  • Viewing reports over the web