Crystal Training for new users covers the basic functions to create custom reports. The custom report software is a powerful tool which presents as user friendly. The beginner has the ability to create many functional reports after the training.
Instructors teach the types of reports which are customized in the report writer. The databases used by the custom report writer will be sitting on the server, a hard drive or on a flash stick. The user friendly software allows databases from any of these sources to be chosen to build a custom report. The data is pulled into Crystal to build; list reports, form reports like invoices, and summarized and grouped reports. The created fields used in reports can never be transferred back into the original database with rearranged data.
Students learn to select data bases and link them by data fields. Sorting and grouping is also a feature learned about the customized report writer. Crystal is a very user friendly software and the first step to begin the report is to pull in information from existing database fields. Remember, the custom report writer is not a database itself, it is only used to reach into existing data which is compatible with the interface.
Databases are selected to build reports and are combined using links. Here is an example: In payroll, a database is created by the accounting software to record all employees and in another database the same employees' pension information is entered. The beginning user learns to establish the links between two tables of information. Then the employee database is matched with the pension database information for any staff person.
A link between the employee database and the pension data must be created. The link can be made logically from knowledge of the type of data in files. Otherwise, a link can be created automatically to establish the connection by a key word or a description which is similar in the databases. Both lists of data have the employee ID available, so a link on this field between the two databases will be used to build the report. The customized report can show a list of all employees that will also indicate which ones have a pension fund.
Once the data populates the report and the tables are linked, data can then be sorted by available criteria in the data tables. For example, employees can be sorted in ascending or descending order alphabetically or by hire dates drawn from the data tables. Hire dates will come from the employee records and there is a feature in the report designer that allows for automatic alphabetical sorts.
List reports can also be grouped by data fields from the tables. For example: The staffs' department is indicated so grouping can place all employees in the administration department together. If the group is summarized, a drill down feature will allow every employee in that department to be displayed with a simple double click.
Finally, once a custom report is designed and saved, it can be sent to other company locations. The report can be opened with a Crystal Reports program. However, there is no need to have the entire program, just a report viewer will be sufficient. These are the features learned in Crystal training which might sound complicated, but to see the internal workings will amaze you with its level of user friendliness.
Learn more about Crystal Training for custom reports now in our super overview of everything you need to know about how and where to find the best Crystal Courses .
Orignal From: Crystal Training For Inventory Departments
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