New Crystal Reports Training
description
Transcript of New Crystal Reports Training
New Crystal Reports Training
Training for Both Developers and Non-Technical Staff
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Crystal Reports Team Team Members Goals
Standard Reports Customization/Tailoring to Local Needs
Process Testing Posting for General Use Feedback
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General Guidelines Designated “Report Runner” Crystal Reports Version XI, Service
Pack 2 Driver: CR Oracle ODBC 4.20 Download from Massworkforce.org
or http://ftp1.businessobjects.com/out
going/products/downloadcenter/InstallODBCDriversDD42_v11.zip
How to set up the driver What to name it
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Report Selection Where: www.massworkforce.org Preview without running: pdf sample Report description:
Version Modification dates and changes made Updates to parameter lists of values Parameters used Key report elements Estimated speeds Contact info for report developer
Understanding the report
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Running the Reports Opening the report and refreshing
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Running the Reports Logging on and selecting the
driver; which password
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Running the Reports
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Running the Reports
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Running the Reports Parameter selection
What is a parameter? Choosing from a dropdown list of values Entering a custom value Choosing a date from the calendar Entering custom dates in specific format Choosing “None” or “All” Entering a keyword of your choice
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While the report is running…
Accessing the database/watching records being read Checking the task manager (control, alt, delete)
“Not Responding” – Don’t despair! This doesn’t mean the report isn’t working…
Nor does it mean that it will take a long time—some reports do most of their work on the server, before you see any records being read locally.
When there are subreports, use arrow keys to go to last page or click on save to force all subreports to process
Ending the report early If in accessing database mode->control/alt/delete->end
task If in reading records mode->stop processing->save/close
Running reports in the background or running multiple reports simultaneously
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Report speed Depends upon:
Report design Volume of data Network traffic Parameter selections:
One selection is faster than multiple selections for a specific parameter (one program, one office)
Summary reports are generally faster than detail reports
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Locking the Report Making the report
“Read-Only” prevents anyone from making changes
With a report open, go to File, Report Options and check the Read-only box
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Saving Reports with Data To save a report
with data, go to file->check “save data with report”
Next time report is opened, data from previous run will appear
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Report Dates
Print Date/Time: Today’s Date and/or Time
Data Date/Time: Date and/or Time the data was pulled from the database
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Customizing the Report View
Magnifying the display 100% vs 150%
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The Group TreeUsing the group tree
•To navigate within the report•As a summary of report contents•Eliminating the group tree
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Suppressing the reportdescription Suppressing the
report description (after memorizing!)
Viewing the report description in design mode, if suppressed.
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Report Distribution•Exporting
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Report Distribution
Export to PDF Export to Excel
Reports are not specifically designed for export to Excel, although they may export okay
Let us know if there are specific reports where you want this capacity in order to manipulate data
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Report Accuracy Data is always yesterday's data Most data is archived after 18 months
Don’t run reports for previous fiscal year after January 1
Changing the report or report name Please don't change the report description
page Request tailoring from report developer
Unexpected Results Check your parameter selections Understand what the report is designed to do
or not do Contact the developer
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Report versions Updated report design
Indicated by letter at end of file name Updated parameter list of values
Indicated by number at end of file name
Feedback, please! Please contact the developer identified
on the report description page
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Report Requests andReport Contributions Please submit report requests to
the team for consideration If you have a report you think
might be useful to others statewide, please submit for consideration, also
Submit to: Linda Bass ([email protected]) and Mike Doak ([email protected])
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New Reports: Preview1. Workshop Sign-In Sheet2. Scheduled Event Attendance Summaries3. General Program Report4. Career Center-Specific Program Report5. Caseload – Program Report6. Termination Status – Programs and Case
Management7. Veterans Caseload Report8. Employers9. Service by Community10. EAS Enrollments by Local Office - Cleanup
Report