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October 26, 2023 EDT
1:00 pm - 5:00 pm
System Requirements: Workstation MUST have Crystal Reports installed. A MS Access Database will be provided prior to the start of class.
PLEASE NOTE – Crystal Reports Is a separate Add-on product. Please ensure you own this product prior to registering for this class.
This 4-hour course is designed for participants who have a basic understanding of Crystal Reports and can design a basic report from scratch, make edits to an existing report, and work with basic formatting. A Microsoft Access Database is used during the course. This course is for Sage 300 CRE users only.
Agenda
- Quick Review of the Basics
- Configure the ODBC connection
- Connect to your Sage 300 CRE database
- Criteria, Grouping
- Data Relationships (Linking)
- Link Tables
- Set join types correctly
- Understanding how Joins effect what data is returned
- Parameters, Charts & Graphs
- Add a parameter to a report
- Control the display of data based on a parameter’s value
- Add a graph to a report
- Working with Formulas
- Create a formula using correct syntax
- Understand order of precedence and syntax rules
- Check formulas for errors
- Copy and delete formulas
- Functions & Special Characters
- Add functions to formulas
- Understand data type issues
- Use functions to convert data types
- Formatting Fields & Sections
- Format fields conditionally
- Change section formatting
- Format sections conditionally
- Suppress records conditionally
- Cross Tabs
- Creating Cross tab reports
- Summarizing the detail into meaningful summaries
Our training classes require a minimum of 3 participants registered 1 week prior to class date. If the minimum is not met, the class will be canceled with an option for a private consulting session. The class dates are subject to change.
