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 (LBass@detma.org) and Mike Doak (MDoak@detma.org)

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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