Crystal Reports XI:
Basic

Topic-Level Outline

Days: 2

Prerequisites: Windows XP: Basic and Access 2003: Intermediate, or equivalent experience

Unit 1 : Getting started

Topic A: 0 The Crystal Reports environment

A-1: Discussing the features of Crystal Reports

A-2: Examining the Start Page

A-3: Opening a report

A-4: Examining the Design tab

A-5: Modifying the size of the Details section

A-6: Setting file options

Topic B: 0 Creating, viewing, and saving reports

B-1: Creating a new blank report

B-2: Adding fields by using the Field Explorer

B-3: Changing the page orientation of a report

B-4: Adding a report title

B-5: Viewing a report

B-6: Saving a report

Topic C: 0 Modifying report layout

C-1: Sizing fields

C-2: Arranging a field

C-3: Aligning fields

C-4: Modifying a text object

Topic D: 0 The Help feature

D-1: Using the Help feature

D-2: Using the Search tab

Unit 2 : Formatting

Topic A: 0 Absolute formatting

A-1: Formatting a field

A-2: Formatting a date field

A-3: Adding lines and boxes

A-4: Adding a shape

A-5: Using Format Painter to change font styles

Topic B: 0 Introducing conditional formatting

B-1: Using the Highlighting Expert

Unit 3 : Sorting and selecting records

Topic A: 0 Sorting records

A-1: Sorting records in ascending order

Topic B: 0 Selecting records

B-1: Selecting records based on a single criterion

B-2: Deleting a single-criterion selection formula

B-3: Selecting records based on multiple criteria

B-4: Deleting a criterion in a multiple-criteria formula

Unit 4 : Grouping and summarizing

Topic A: 0 Groups

A-1: Creating a group

A-2: Grouping by date fields

A-3: Displaying groups in a specified order

A-4: Creating a subgroup

A-5: Setting group options

A-6: Deleting a group

Topic B: 0 Summaries

B-1: Inserting a subtotal

B-2: Inserting a grand total

B-3: Displaying the top N of groups of records

Unit 5 : Formulas and functions

Topic A: 0 Formulas

A-1: Discussing formula components

A-2: Creating a formula

Topic B: 0 Modifying formulas

B-1: Editing a formula

B-2: Renaming a formula

B-3: Deleting a formula

Topic C: 0 Functions

C-1: Using a date function to return the current date

C-2: Using the Month (x) function

C-3: Using the MonthName function

C-4: Combining field names and formulas

C-5: Using a string function to convert text to proper case

C-6: Using the Left function

C-7: Using a math function to round data

Unit 6 : Experts and wizards

Topic A: 0 The Database Expert

A-1: Adding a field from a linked table

Topic B: 0 Report wizards

B-1: Using the Standard Report Creation Wizard

B-2: Using the Mailing Label Report Creation Wizard

Topic C: 0 Cross-tab reports

C-1: Creating a cross-tab report

C-2: Grouping data in a cross-tab report

C-3: Formatting a cross-tab report

Unit 7 : Distributing reports

Topic A: 0 Exporting reports

A-1: Exporting a report to Microsoft Excel

A-2: Exporting a report to HTML 4.0

A-3: Exporting a report to XML

A-4: Exporting a report to an Access database

A-5: Creating a report definition

Topic B: 0 Delivering reports

B-1: Printing a report

B-2: Mailing a report