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Who should attend Optimizing Crystal Reports
Accounting and finance professionals responsible for financial reports, Warehouse managers who want better control of their inventory, IT staff members who are in charge of company data, Current Crystal Reports users who want to get more out of this software, Managers who want to make better business decisions
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Optimizing Crystal Reports  

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Accounting and finance professionals responsible for financial reports, Warehouse managers who want better control of their inventory, IT staff members who are in charge of company data, Current Crystal Reports users who want to get more out of this software, Managers who want to make better business decisions

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Seminar Summary:

Optimizing Crystal Reports - Learn how to put this program to work for you! (see full course description)

 
 

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Training Course Syllabus:


Optimizing Crystal Reports

Learn how to put this program to work for you!

Program Description:

Understanding complex data has never been easier — if you put Crystal Reports to work for you!

Crystal Reports has long been the powerhouse of data and reporting. As a Crystal Reports user yourself, you know that the features and functions of it are endless. And with good reason — what you do with your data is essential to your organization’s success; how you compile it ... how you display it ... how you use it.

Whether you’ve never opened Crystal Reports or you’ve been using it for years, this workshop is what you need to get the most from your data. Chock-full of tips and techniques, you’ll learn how to put this program to work for you!

Transform complex data into information that best suits your organization
No matter what your business does, chances are data is something you need to stay successful. From sales data to payroll data to inventory data to client data, every business uses data. In order to get the most out of your data, you have to have control of it. From a simple report summary to mining the fields of thousands of client names, Crystal Reports can help you get the information you need in a way that’s easy to use and easy to understand ... if you know how.

Chances are you don’t have the time or patience it takes to learn Crystal Reports by trial and error. And when it comes to your data and business decisions, there simply isn’t room for error. That’s why we’ve done the work for you. We’ve boiled down the most common ... most important ... most essential features of Crystal Reports and we’re bringing them to you.

Learn shortcuts for designing reports that are easy to understand and use!
This training is packed with tips, tricks, and techniques the experts use, like how to create a report with one function. You’ll discover how to import data from virtually any source ... how to use templates to create an easy-to-understand report ... how to export reports ... how to save time with formulas and formatting tips and much more!

It’s must-attend training if you want Crystal Reports to do the hard work for you!
Crystal Reports advanced features and functions are right there at your fingertips, but they’re useless when you lack the knowledge and skills to take advantage of them. That’s why this course is must attend training for you if you want to understand and use all the bells and whistles of Crystal Reports. Simply put, Optimizing Crystal Reports is the easiest, fastest, and most cost-effective way to get there.


Who Should Attend

  • Accounting and finance professionals responsible for financial reports
  • Warehouse managers who want better control of their inventory
  • IT staff members who are in charge of company data
  • Current Crystal Reports users who want to get more out of this software
  • Managers who want to make better business decisions

 

What You Will Learn:

Learn how to put this program to work for you! You’ll learn how to:

  • Use templates to add visual punch to your reports for great understanding and retention
  • Connect to any data source to get the information you need — it does the HARD work for you
  • Maintain control of your information when you create reports from scratch — in no time at all!
  • Create a customized interface that meets YOUR unique needs with just a few mouse clicks
  • Export your report into files such as Word, Excel, or even HTML so you have even more control over how your reports are viewed
  • Sort your data in a way that makes it easy to read and make the best decisions for your organization
  • Covers all versions of Crystal Report

 

Workshop Agenda:

Get Going with Crystal Reports

  • Understanding everything Crystal Reports can do for you
  • Know the tools you need before installing and using Crystal Reports
  • A look at the standard user interface
  • Customizing the Crystal Reports user interface
  • Examples of the different report designs and why they are all important
  • Defining the purpose of your report

Data Connectivity

  • Relational databases vs. flat databases: what you need to know
  • From Excel to Access: different data sources Crystal Reports can utilize
  • Step-by-step tips for connection to the most common data sources (including Excel, Access, SQL Server, and more)
  • Tips for linking tables when you must do it manually
  • Adding multiple tables to a report

Creating and Designing Reports

  • Take a look at Report Wizards and what they can do for you
  • Steps for creating a report from scratch: dos and don’ts
  • Using Record Sort Expert to customize the order of your records
  • How to work with text objects in your report
  • Using Group Expert quickly and efficiently
  • Keys for using summaries in your detailed reports

Formatting Reports 101

  • Key considerations for an effective report
  • Tips for inserting special fields
  • Using grids and guidelines for a professional look
  • How to use the Template Expert for quick formatting
  • Inserting graphics, lines, and boxes with ease
  • How to change page orientation and adjust margins to adapt to your needs
  • Guidelines for working with Page Commands

Putting Crystal Reports to Work for You

  • Using hyperlinks to connect to Web sites, e-mail address, and files on your desktop
  • How to insert and use charts to effectively summarize data
  • Easy tips for integrating Flash files into your report
  • Summary reports: dos and don’ts

Using the Power of Formulas in Crystal Reports

  • Keys to understanding Crystal Formula Syntax
  • Cutting time in half with the Formula Editor
  • Developing conditional formulas using "If ... Then ... Else" statements
  • Performing number calculations with formulas
  • Using bookmarks to navigate through formulas
  • Using the Formula Workshop: what you need to know

Exporting and Publishing Reports

  • Previewing and saving reports
  • Export formats and where it is going: key considerations before sending out your report
  • Understanding the difference between page-based and record-based formatting
  • How to publish reports to your organization’s Web server for Internet and Intranet access
  • Exporting to HTML format: what you must know

Crystal Reports Tips, Tricks, and Shortcuts — FREE!
When you enroll and attend Optimizing Crystal Reports, you’ll receive a comprehensive list of all the tips, tricks, and shortcuts you’ll learn in this workshop — plus 10 free advanced shortcuts that you must know. Keep this list as a quick reference — it’s a timesaver you don’t want to miss. This exclusive offer is available to workshop attendees only, so register today.

Training Seminar Time:

Training Seminar Check-In:  8:15 AM  Training Seminar Class  9:00 AM - 4:00 PM

Seminar Summary:

Optimizing Crystal Reports - Learn how to put this program to work for you! (see full course description)

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