Introduction to Crystal Reports XI Training


Crystal Reports XI Training

Intro to Crystal Reports XI Training

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, including creating groups, summaries, and formulas.  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


  • 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: Intro-XI-Public Category:

Crystal Reports Training – Introduction to Version XI

*** Note:  This class has been discontinued.  Please consider our Introduction to Crystal Reports class that is offered for the most recent versions (2008, 2011, 2013, 2016, and 2020) by clicking the link below:

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 with each online class – $125 value


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

Computer Setup


Before You Begin

  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report
  • The Workbench

Creating a Simple Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • 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
  • Autosaving the Report
  • Previewing the Report
  • Refreshing the Data
  • Getting Help

Formatting Features

  • Quick Formatting with the Template Expert
  • Formatting Objects
  • Format Painter
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields

Selecting Specific Records From the Database

  • 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

Grouping and Sorting Data

  • 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
  • Sorting Records within a Group
  • Summarizing Groups
  • Additional Summary Options
  • Grouping Data in Date/Time Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Combining Multiple Tables

  • Understanding Tables, Records, and Fields
  • Learning about Linking
  • Adding Multiple Tables to a Report

Creating and Using 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

Conditional Formatting

  • The Highlighting Expert
  • Setting Highlighting Priorities
  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields

Creating 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
  • Using Auto-Arrange Chart
  • Applying Chart Templates

Exporting Your Reports Within Your Organization

  • Understanding Export Formats and Destinations
  • Using an HTML Format for Crystal Reports
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