Introduction to Crystal Reports Training

(22 customer reviews)

$625.00 per person

Next Introduction to Crystal Reports class is April 16-17, 2020

This online Crystal Reports training class is designed to equip attendees with the knowledge to build reports from scratch.  This course goes well beyond the basics. Additionally, you’ll learn tips on linking tables and how to find the data you need to show on your reports.

Click the Outline tab below to view the course outline in detail. In this class, you’ll learn how to…

-Create a new Crystal Report and become acquainted with the Crystal Reports menus and toolbars
-Apply formatting features to fields and text objects
-Use filters to limit your data, using one or more conditions
-Create groups and add subtotals and grand totals
-Link tables the right way
-Create powerful formulas to manipulate numbers, strings, and dates
-Use conditional formatting for sections and fields
-Create a summary report with drill-down views
-Export Crystal Reports to PDF, Excel, and other formats

Since there are only very minor differences in Crystal Reports 2008, 2011, 2013, and 2016, this class is offered to anyone using Crystal Reports 2008 or later versions.  However, Crystal Reports 2016 contains several new features that will be covered in the training.


  • Open enrollment class for individuals
  • Live class with an instructor
  • Hands-on exercises and student labs

If this class is not offered on days that are convenient for you, please email, and we’ll do our best to add the dates!

SKU: Introduction to Crystal Reports Versions 2008-2016 Category:

Crystal Reports Training Classes for Versions 2016, 2013, 2011, and 2008

Duration: 2 Days, 10-5 ET

Attendees will receive the following:

  • A printed manual with hands-on exercises and samples for use during and after class.
  • 12 months of post-class email support from your Crystal Reports instructor
  • 1 free remote support session for each online class – $125 value


  • All attendees should have basic understanding of database concepts.
  • Programming experience is not required.

Computer Setup

  • Crystal Reports must be installed on your computer
    Click here to download a 30 day free trial
  • Computer headset; If a headset is not available, you can call in via phone (long distance charges may apply)
  • Class Files – After registering for your class, you will receive an email with instructions for setting up the class files on your computer


Creating a Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • Choosing a Data Source
  • The Main Components of the Design Window
  • 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
  • Auto-saving the Report
  • Previewing the Report
  • Refreshing the Data
  • Using the Status Bar
  • Getting Help
  • Challenge Exercise – Creating a Basic Report

Formatting Features

  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Challenge Exercise – Formatting Features

Database Filters

  • Filtering Data with the Select Expert
  • Selecting Records with Multiple Criteria
  • Viewing and Editing the Select Formula
  • Case Sensitive vs. Case Insensitive
  • Record Selection Formula Templates
  • Challenge Exercise – Selecting Specific Records
  • Challenge Exercise – Selecting a Range of Values

Report Grouping

  • 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 Group Tree to Navigate the Report
  • Reordering Groups
  • 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 Expert
  • Challenge Exercise – Grouping, Sorting, Summarizing
  • Challenge Exercise – Calculating Percentages

Multiple Table Joins

  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise – Using the Database Expert to Link Tables

Creating 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 Formulas
  • Challenge Exercise – Creating String Formulas Challenge
  • Exercise – Creating String Formulas
  • Challenge Exercise – Doing Calculations
  • Challenge Exercise – Subtracting Dates
  • Challenge Exercise – Using Nested If Statements

Conditional Formatting

  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
  • Challenge Exercise – Section Formatting and Conditional Formatting
  • Summary Reports and Charts

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 Chart
  • Applying Chart Templates
  • Challenge Exercise – Creating a Summary Report
  • Challenge Exercise – Charting

Exporting Reports

  • Understanding Export Formats and Destinations
  • Using a PDF Format for Crystal Reports
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format

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
  • Challenge Exercise – Create a Report Using a Report Wizard
Register Now...................................Upcoming Dates to Choose From:

Apr 16-17, May 11-12, Jun 11-12, Jul 6-7, Aug 3-4, Sep 2-3, Oct 1-2, Nov 2-3, Dec 7-8

22 reviews for Introduction to Crystal Reports Training

  1. Remy

    Brian was amazing, he really made it easy to understand the lesson. My favorite part was the exercises/practices because they helped me understand each lesson.

  2. Gladys

    Really enjoyed the course. Just what I was looking for to help me create the reports we need and much more. Extremely knowledgeable instructor, yet really patient. I’m very satisfied and looking forward to taking the advanced level course.

  3. Jeff

    I needed training for crystal reports and when I searched the internet I found Straightway software. They had the most reasonable prices and training solutions, so I opted to take the online two-day crystal reports introduction class. The class was taught via WebEx, which worked well. The book provided was well thought out and well written, providing good examples of the concepts being taught and optional challenge examples. Brian worked through the examples and I was able to follow along and perform the examples using my system. Brian is an excellent teacher, knowledgeable, flexible, patient and gracious. Overall, I would rank my experience with this training to be one of the best I’ve experienced. I’ve already signed up to take the advanced class. Thanks Brian and Straightway Software!

  4. Shelby

    I was extremely pleased with this training. Normally online training is dreadful to me, but Brian walked me through step by step, and answered any questions I had. He was patient and extremely knowledgeable about Crystal Reports. I was pleased to learn about the support you can receive upon completion of the class. I’m looking forward to learning the next level of Crystal Reports.

  5. Bonnie

    This class was a great way to learn the basics of Crystal Reports. I really enjoyed the hands on learning style along with the ability to ask questions which is not something that is encouraged or even available in other online courses.

  6. Emre

    Course is amazing, Brian is fantastic!!

  7. Heather B.

    The class was great – Brian was a great instructor. He was able to work at my pace and was very knowledgeable.

  8. Micaela

    Brian is a great instructor, with great knowledge in Crystal Reports, very patient and attentive to the class and at the same time to each student during class.

  9. Scott

    Our instructor did a great job of explaining concepts with varying degrees of difficulty to all different skill levels.

  10. Amanda

    Loved it! Very informative!

  11. Harout

    Brian was great at explaining the software and its nuances. His experienced perspective made it easier to learn the different aspects of the software. I plan on signing up for his advanced course after just now completing the beginner course. I would highly recommend Brian to be your Crystal Reports resource.

  12. Laura

    The instructor was very knowledgeable and answered all of my questions. He also shared tips for formulas that will be very helpful.

  13. Alan

    I am very new to Crystal Reports. I learned a lot more from this class than any other online class I’ve taken in the past. This class is not your typical webinar. The instructor answered all of our questions. I now have a solid understanding of linking tables. Joining tables has always been confusing for me and my co-workers. The instructor gave us several tips for linking tables which really simplified things for us. Thanks again!

  14. Steve

    Brian provided an excellent introduction to Crystal Reports. I can immediately take advantage of what I have learned.

  15. Leslie

    Brian is a very organized and knowledgeable trainer. He is very hands on when you have questions and super friendly.

  16. bas1

    Awesome class! I learned so much in 2 days. Thanks again!

  17. JT

    This was my first online training class, and I have to say it was an amazing experience. The instructor was able to answer all of my questions. I have already been able to create a few reports of my own. I highly recommend this class!

  18. KB

    Brian, the instructor, really loves Crystal Reports and enjoys sharing his knowledge with others. What a wonderful class, filled with extra tips and tricks, and tons of hands-on exercises. I’m already looking forward to the next class! Thanks again!

  19. EK1

    What a great way to learn Crystal Reports online! This online Crystal Reports training class exceeded all of my expectations. I really enjoyed the hands-on exercises and real-world tips the instructor provided.

  20. JTA1

    Great class! I highly recommend this online crystal reports training class for anyone that needs to learn Crystal Reports! Thanks again!

  21. mb

    My company uses Crystal Reports 2016 to report from various data sources. I had no experience with Crystal Reports before taking this class with Straightway Software. What a great experience! I look forward to using the techniques learned in class to create and modify reports for our systems. Thanks again!

  22. jb1

    The instructor was able to answer all of my questions. I have a very solid understanding of Crystal Reports after taking this class, and I have already created some reports using my company’s database!

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