Introduction / Intermediate Crystal Reports Private Training

  • Price for 1 Person – $475

  • 50% Discount for each additional person in your group

  • Select number of attendees option below to see the total price for your group

Please call to schedule your class before completing the registration process: (800) 244-3169

This 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

Since there are only very minor differences in Crystal Reports 2008, 2011, 2013, 2016, and 2020, this class is offered to anyone using Crystal Reports 2008 or later versions. However, Crystal Reports 2016 and 2020 contains several new features that will be covered in the training.


  • Live one-on-one class!  Just you or your group and the instructor!
  • Great opportunity for individuals or groups of people in the same organization
  • Hands-on exercises and student labs


Online Crystal Reports Training

Crystal Reports Training - Introduction / Intermediate Class


  • Three days, 4 hours per day - no lunch break - short breaks each day

Attendees will receive the following:

  • A printed manual with hands-on exercises and samples for use during and after class.
  • 12 months of email support from your Crystal Reports Instructor


  • 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 Crystal Reports 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
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