2 Day(s)


Crystal Reports Introduction is for people new to report design using Crystal Reports, and for self-taught users to enhance their knowledge. It is a pre-requisite for the Advanced course

Skills Gained

By the end of this course participants should be able to

  • Plan, create, format and distribute a report
  • Organise data on a report
  • Select records
  • Apply section formatting
  • Create basic formulas
  • Apply conditional reporting
  • Present data visually


Participants should already

  • Be competent in using a mouse and keyboard
  • Have an understanding of Windows
  • Have basic database concepts

Course Specifics

Course Outline

Getting Started

  • Planning a report
  • Understanding the Crystal Reports Environment-Design Tab, Toolbars, Preview Tab
  • Connecting to the data source - using the Database Expert
  • Placing objects on the report using the Field Explorer
  • Report Titles using Summary Info and Text Box
  • Previewing and saving reports
  • Modifying reports - Resizing fields, Arranging Fields, Field Alignment

Organizing Records

  • Sorting
  • Record selection including: Understanding the Select Expert Features
  • Determining the record selection criteria
  • Applying record selection on string, number and date fields
  • Using multiple section criteria
  • Modifying record selection with the formula editor

Grouping including:

  • Creating groups with different data types
  • Modifying groups
  • Nested Groups
  • Specified groups

Summarizing including:

  • Inserting summaries for different data types
  • Creating percentage summaries
  • Inserting Grand Totals
  • Using the Group Sort Expert

Formatting including:

  • Using the Format Editor
  • Formatting String Fields
  • Formatting Number Fields
  • Formatting Date Fields
  • Adding Lines and Boxes


  • Using section expert features to format sections
  • Creating summary reports

Formulas and Functions

  • Formula basics including: Formula Components and Syntax
  • Using the Formula Workshop
  • Creating basic formulas

Modifying formulas

  • Editing formulas
  • Deleting formulas

Functions including:

  • Basic Calculations using summary functions
  • String Manipulation
  • Basic Date Functions
  • Boolean Formulas
  • Applying If Then Else formulas
  • Using Nested if then else statements

Conditional formatting including:

  • Using the Highlight Expert
  • Formatting fields conditionally


  • How to use the report wizards
  • Creating a cross tab report using the wizard
  • Creating a cross tab report in an existing report
  • Formatting cross tabs

Report Distribution

  • Exporting the report in various formats
  • Distributing the reports

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

a Location Cost Days Date  
Leicester 330205 Dec 17
Manchester 1040204 Dec 17
Leicester 330230 Nov 17
London 1040206 Nov 17
Manchester 1040216 Oct 17
Leicester 330206 Oct 17
Leeds 1040205 Oct 17
Glasgow 1040202 Oct 17
Glasgow 219 Sep 17
London 1040218 Sep 17
Leicester 330213 Sep 17
Bristol 211 Sep 17
Birmingham 1040206 Sep 17
Leicester 330231 Aug 17
Exeter 215 Aug 17
Manchester 1040207 Aug 17
Leicester 330221 Jul 17
Reading 219 Jul 17
Oxford 218 Jul 17
London 1040217 Jul 17
London 1040217 Jul 17
Leeds 1040213 Jul 17
Leicester 330223 Jun 17