May Crystal Reports

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Description

You will receive instruction in designing reports, connecting to custom data, creating custom formulas, and accepting user input through parameters. Additionally, you will receive instruction in showing workflow, workflow history and adding workflow task/status criteria. Finally, we will close the training with instruction in the creation of a report showing the results of an inspection. The report will show details of inspection results, guide-sheet, and guide-sheet items associated with the inspection.

Participants must perform a number of installations prior to attending this class. See REQUIRED PREREQUISITES below.

Course Objectives

By attending this course, participants will develop the skills to:

Create a report showing basic Record data
Add custom fields (ASI) to a report
Add custom lists (ASIT) to a report
Add parameters to a report to limit result data
Add people information to a report (contacts/professionals/owners)
Add related record parent details to a report grouping
Add an image to a report
Create a report to show the current status of workflow
Create a report to show the workflow history and compare with status history
Add criteria to a report query to filter by workflow task/status
Create a report with details of inspection results, guide-sheet, and guide-sheet items associated with the inspection
Create a report with sub-reports
Review the migration of record and inspection reports from the Civic Platform to Mobile

Prerequisites

Required Action (complete prior to attending the class):

Crystal Reports Installed (product license required; 30 day trial available at www.crystalreports.com/trial)
SQL Server Installed (or access to one on site). Click to watch installation example video.
Creating an ODBC Connection. Click to watch.
Development Database Restored and Accessible

Suggested Action

SQL Writing experience (CodeCademy)

Target Audience

System Administrators & Power Users

Class Technical Requirements

Laptop or computer (2 monitors preferred)

Stable internet connection

Zoom application enabled

Video and Audio capabilities

Select from the sessions below to register.

Online Instructor-Led Class

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Session

May 11 9:00 AM to May 11 12:00 PM ((UTC-07:00) Mountain Time (US & Canada) )
Location:
Instructor: Missy Kern
May 12 9:00 AM to May 12 12:00 PM ((UTC-07:00) Mountain Time (US & Canada) )
Location:
Instructor: Missy Kern
May 13 9:00 AM to May 13 12:00 PM ((UTC-07:00) Mountain Time (US & Canada) )
Location:
Instructor: Missy Kern
May 14 9:00 AM to May 14 12:00 PM ((UTC-07:00) Mountain Time (US & Canada) )
Location:
Instructor: Missy Kern

9 of 10 seats available

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