CR-200: Crystal Reports 2013 Designer Level 1

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About this Course

This two-day, interactive workshop was designed for new users of Crystal Reports® XI. Some of the topics covered include a review of the software features, report design, and the creation of presentation quality reports. The course incorporates a number of hands-on exercises to reinforce the learning process.

Audience Profile

Administrators, developers and end-users who need to create dynamic reports from varying data sources.

At Course Completion


1.    Creating a Simple Report

Starting the Crystal Reports Program

Starting a New Report

Choosing a Data Source

The Main Components of the Design


Exploring the Toolbars

Managing Resources with Explorers

Placing Fields on the Report

Selecting and Sizing Objects

Browsing Field Data

Moving and Aligning Objects

Using Guides and Guidelines to Move and Align Objects

Creating Text Objects

Saving the Report

Autosaving the Report

Previewing the Report

Refreshing the Data

Using the Status Bar

Getting Help

2.    Formatting Features

Quick Formatting with the Template


Formatting Objects

Format Painter

Inserting Lines and Boxes

Drawing a Line

Drawing a Box

Inserting Graphics

Working with the Page Commands

Working with Text Objects

Adding Fields into a Text Object

Formatting Part or All of an Object

Inserting Special Fields

3.     Selecting Specific Records from the


Filter Types of the Select Expert

Database Filtering with the Select Expert

Selecting Records with Multiple Criteria

Viewing and Editing the Select Formula

Case Sensitive vs. Case Insensitive

Record Selection Formula Templates

4.    Grouping and Sorting Data

When and Why to Group Records

Creating a Group

Group and Sort Direction

Customize Group Name Field

Modifying Groups

Creating Multiple Groups in a Report

Using the Preview Panel

Using the Group Tree to Navigate the


Reordering Groups

Sorting Records within a Group

Using the Sort Control

Summarizing Groups

Additional Summary Options

Grouping Data in Date/Time Intervals

Calculating Percentages

Ordering Groups Based on Their

Subtotals Using the Group Sort


5.    Combining Multiple Tables

Understanding Tables, Records, and


Learning about Linking

Adding Multiple Tables to a Report

6.    Creating and Using Formulas

Understanding Crystal Formula Syntax without Being a Programmer

About the Formula Workshop

Using the Formula Workshop

Using the Formula Editor

The Formula Editor Toolbar

Performing Simple Number Calculations

Manipulating Dates with Formulas

Creating Boolean (True/False) Formulas

Creating String Formulas

Using Bookmarks to Navigate Through


7.    Conditional Formatting

Formatting Sections

Formatting Sections Conditionally

Conditionally Formatting Fields

8.     Creating Summary Reports and


Creating a Summary Report

Applying the Drill-Down Feature

Applying the DrillDownGroupLevel

Producing Charts

Editing Charts

Formatting Charts

Using the Chart Options

Modifying Individual Objects in the


Using the Chart Options

Modifying Individual Objects in the


Applying Chart Templates

9.    Exporting Your Reports

Understanding Export Formats and


Using the PDF Format for Crystal


HTML Preview

Exporting to Windows Applications

Exporting to a Report Definition Format

10.  Using the Report Wizards

What are the Report Wizards?

Create a Report Using the Standard

Report Creation Wizard

The Data Dialog Box

The Fields Dialog Box

The Grouping Dialog Box

The Summaries Dialog Box

The Group Sorting Dialog Box

The Chart Dialog Box

The Record Selection Dialog Box

The Template Dialog Box

11.  Appendix A – Mapping

Understanding Maps

Map Layouts

Map Types

Formatting the Map

Drilling Down on Maps

Advanced Formatting of Maps

Changing the Geographic Map

Using the Map Navigator

Changing Map Layers

Resolving Data Mismatches

12.  Appendix B – Before you Begin

Defining the Purpose of the Report

Determining the Layout of the Report

Finding the Data

Organizing the Data for the Report

The Workbench

13.  Appendix C – Setting Default and

Report Options

Setting the Default Layout for Designand Preview Views

Why Should You Pre-qualify Yourself for the Designer 2 Workshop?

Pre-qualification Exercise

14.  Appendix D – Pre-Qualification Test for Designer 2 Workshop

Why should you Pre-qualify yourself for the Designer 2 Workshop?

Pre-qualification Exercise

       15.            Appendix E – The Northwind 2008 Database

       16.            Appendix F – Installation and System


Installing the Application

Minimum Installation Requirements

      17.             Appendix G: Function and Operator Locations

      18.             Appendix H: Setup Instructions for Crystal Reports 2013

Crystal Reports 2013 Application installation instructions

Installing Required Class Files

      19.             Appendix I: Glossary


Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is recommended.