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New Crystal ReportsTraining
Training for Both Developers
and Non-Technical Staff
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Crystal Reports TeamTeam 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/outgoing/ How to set up the
driver What to name it
http://ftp1.businessobjects.com/outgoing/products/downloadcenter/InstallODBCDriversDD42_v11.ziphttp://ftp1.businessobjects.com/outgoing/products/downloadcenter/InstallODBCDriversDD42_v11.zip
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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
http://www.massworkforce.org/http://www.massworkforce.org/
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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
Dont despair! This doesnt mean the report
isnt working Nor does it mean that it will take a long timesome
reports do
most of their work on the server, before you see any
recordsbeing read locally.
When there are subreports, use arrow keys to go to last pageor
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 multiplereports
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 (oneprogram, one office)
Summary reports are generally faster thandetail reports
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Locking the Report Making the report
Read-Only
prevents anyonefrom makingchanges
With a report open,
go to File, ReportOptions and checkthe Read-only box
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Saving Reports with Data To save a report
with data, go tofile->check save
data with report Next time report is
opened, data fromprevious run will
appear
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Report Dates
Print Date/Time: TodaysDate and/or Time
Data Date/Time: Dateand/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 reportAs a summary of report
contentsEliminating the group tree
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Report DistributionExporting
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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 specificreports where you want
thiscapacity in order to manipulatedata
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Report Accuracy
Data is always yesterday's data Most data is archived after 18
months
Dont run reports for previous fiscal year after
January 1 Changing the report or report name
Please don't change the report descriptionpage
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 and
Report Contributions Please submit report requests to the
team for consideration
If you have a report you think mightbe useful to others
statewide, pleasesubmit for consideration, also
Submit to: Linda Bass ([email protected]) and Mike Doak
([email protected])
mailto:[email protected]:[email protected]:[email protected]:[email protected]
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New Reports: Preview1. Workshop Sign-In Sheet2. Scheduled Event
Attendance Summaries3. General Program Report
4. Career Center-Specific Program Report5. Caseload Program
Report6. Termination Status Programs and Case
Management7. Veterans Caseload Report
8. Employers9. Service by Community10. EAS Enrollments by Local
Office - Cleanup Report
