Crystal Reports Introduction


2 days


Exeter – Devon, Bristol, Gloucester or onsite at your premise.


This two-day course is designed for delegates new to Crystal Reports. It covers the basics of creating simple reports and adding functionality to them, such as record selection, grouping, formulae and parameters.

Introduction to Crystal Reports

  • Opening a report
  • Creating New Reports
  • Connecting to a Data Source
  • Field Explorer
  • Refreshing the report
  • Report Design environment
  • Moving, Sizing and Aligning Objects

Record Selection

  • Using the Select Expert to add Record Selections
  • Saved v Refreshed Data
  • Modifying Record Selections
  • Record selection with Date Fields

Formatting Reports

  • Formatting Objects
  • Adding Lines
  • Adding Boxes
  • Adding Graphics
  • Adding Hyperlinks
  • Creating and Formatting Text Objects
  • Using Special Fields
  • Report Explorer

Sorting, Grouping, Summarising

  • Sorting records
  • Grouping Records
  • Multiple Grouping
  • Specified Order Grouping
  • Adding Summary Totals
  • Group Sort Expert (Top N grouping)


  • The Database Expert
  • Adding Tables/Amending Links
  • Linking Options
  • Creating Formulae
  • Creating formulae with the Formula Editor
  • Formula Syntax
  • Simple Formula Functions
  • If-then-else formulae

Conditional Reporting

  • Highlighting Expert
  • Conditional Formatting
  • Report Alerts

Parameters Fields

  • Defining Parameter fields
  • Using Parameters

Printing and Distributing Reports

  • Printing Reports
  • Exporting Reports
  • Saving reports to Crystal Enterprise

Report Wizards

  • Creating a report with the report wizard
  • Mailing Labels

Designing a Crystal Report

  • Planning Reports
  • Setting Default Report Options


“Very well delivered, thorough coverage of all main components of the software. Lovely setting and facilities, I would defiantly use AME Solutions again and recommend to others”

Pendennis Shipyard Ltd

“This course has given me a good insight into the operation and functionality of the software”

Bristol Batteries Ltd 

“Great course, very informative with a great mix of theory and practicals.”

A-Gas UK Ltd 

“Very well delivered with clear instructions and plenty of practical exercises to reinforce the learning”

Adroit Group Limited

“Very good course, which was well ran with excellent and helpful information to take away”

Devon County Council


For more information or to book onto our Crystal Reports Introduction training course please contact us on 01392 824 022.

If there is a Crystal Reports course that is not listed on our site, that you are interested in attending then please let us know and we can arrange one to one training onsite with our Trainer.

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