Microsoft Dynamics SL (Solomon) Software Training
Class Descriptions

Crystal Report Writing I Return to Class List

Available for Dynamics SL (Solomon) users and held in Portland, OR, Seattle, WA, or on-site. If interested, contact Rob Lloyd at rob@synergybusiness.com or 503.601.4079.

This 2-day class is required for understanding how Crystal Report Writer Version 10 is integrated into Dynamics SL (Solomon).  This course is a beginning level presentation of features, techniques, and knowledge needed by anyone who will be doing simple report modifications and creation in the Solomon environment.  Using Solomon sample data, you will modify and create reports using SQL views and formulas, and add these reports to the Solomon menu.  Our goal is to teach you to be proficient with creating and modifying Solomon reports using Crystal Reports, and to allow you the ability to provide maximum benefit and value to your organization.

 

By actively participating, you should learn to:

 

• Understand the structure and features of Crystal Report Writer.

 

• Determine the information that should be included in a report, where to find it, and how the report should be grouped and sorted.

 

• Understand data sources for reports, how to connect to a database, how to navigate in Crystal Report Writer, how to create a new report, and how to bring data into a report.

 

• Use the different alignment options for fields in a report, format text fields, and add/format special fields on a report.

• Format areas of a report with lines and boxes, add graphics, and conditionally highlight fields in a report.

 

• How to Sort data, how to Group data, and how to Restrict data on a report.

 

• Use Parameter fields to determine the data included in a report and how to place Parameter fields on a report.

 

• Understand when to use the Cross Tab function and how to create a Cross Tab report.

 

• Create a chart using report data and how to report data on a map.

 

• Use formulas to calculate data fields on reports, create formulas for a report, create If/Then statements in a report and how to create Report Alerts.

 

• Export report data to an Excel file and produce report outputs in various other formats.

 

Agenda

8:00—8:30 Continental Breakfast each day

8:30 – 4:30 Crystal Report Writing I Training Class

Day 1

1. Crystal Reports Overview
2. Planning a Report
3. Creating a New Report
4. Adding Tables to a Report
5. Field Formatting
6. Report Formatting

Day 2

1. Sorting and Grouping
2. Report Sections
3. Formula Fundamentals
4. Report Distribution Options
5. Dynamics SL Connection to Crystal
6. Modifying a Dynamics SL Crystal Report
7. Report Control Maintenance

4:30 – 5:00  Crystal Reports Q&A

 

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