Basic SAP Crystal Reports 2025
Basic SAP Crystal Reports 2025 is a course in designing database reports with the current Crystal Reports release, from connecting to data and building and formatting reports to grouping and summarising, adding parameters, writing formulas, creating charts and exporting to PDF or Excel. It suits IT staff, analysts and anyone who builds or maintains reports from their organisation's systems.
- Duration18 hours · 3 days
- FormatOnsite / live online
- Next roundOn request
- CertificateIncluded
Course overview
Many organisations still use Crystal Reports every day for invoices, receipts, sales reports and reports from ERP or accounting software. Common tasks include fixing reports that someone designed long ago, adding conditions users can choose themselves, or pointing a report at a new database. Without a clear grasp of grouping, formulas and data connections, reports are hard to change and the figures can come out wrong.
This course lays the foundations of the 64-bit SAP Crystal Reports 2025: the working environment, connecting to databases through ODBC and OLE DB, linking tables, building and formatting reports, selecting records with the Select Expert, sorting and grouping, summaries and running totals, parameters, formulas in Crystal syntax and conditional formatting. Learners then create charts, cross-tabs and subreports, export reports to PDF and Excel, and maintain reports when the database changes.
What you’ll gain
- Work in the SAP Crystal Reports 2025 environment and connect to databases
- Build, format and print basic reports from several tables
- Select, sort, group and summarise report data correctly
- Create parameters and write formulas in Crystal syntax
- Create charts, cross-tabs and subreports, and export reports
- Modify existing reports and move them to new data sources safely
Who this course is for
- People who design or modify reports from ERP systems, accounting software or company databases
- IT teams and developers who maintain existing Crystal Reports
- Analysts and staff who produce regular reports for management
- Students, teachers and lecturers interested in database reporting
Prerequisites
- Able to use a computer and the internet
- A basic understanding of tables, fields and database relationships
- Some experience of SQL or building reports in Excel helps
- A 64-bit Windows laptop on which Crystal Reports 2025 can be installed
Curriculum
Course Details
This course is the 2026 edition of Basic Crystal Reports, rewritten for the 64-bit SAP Crystal Reports 2025. It runs for 3 days, 6 hours per day (18 hours in total, 09:00-16:00), as lectures with labs on a sample sales database. Beginner level. Day one covers connecting to data, linking tables, building and formatting reports, and selecting records. Day two covers grouping, summaries, parameters and formulas. Day three covers charts, cross-tabs and subreports, exporting, and maintaining reports when the database changes. Learners need their own or their organisation's Crystal Reports licence, or a trial version if SAP offers one, and take home the sample reports with answers.
Day 1 Connecting to Data and Building a First Report
Section 1: Getting to Know SAP Crystal Reports 2025
- What Crystal Reports is for and which reports it suits
- The 64-bit 2025 release and what to prepare for drivers
- The main screens: Start Page, menus, toolbars, Design view and Preview
- The Field Explorer, Report Explorer and report sections
- Lab: open a sample report, explore each section and view it in Preview
Section 2: Lab: Connecting to Data Sources
- Creating a blank report and opening the Database Expert
- Setting up a 64-bit ODBC DSN and connecting through OLE DB
- Connecting to Excel, CSV and XML files
- SQL Commands for writing your own query as a data source
- Lab: connect to the sales database on SQL Server through ODBC
Section 3: Lab: Linking Tables in a Report
- Table structure, keys and basic terminology
- Linking several tables on the Links tab
- Join types: inner, left outer and right outer
- Checking the generated SQL with Show SQL Query
- Lab: an order report from the customer, order and product tables
Section 4: Lab: Building and Formatting a Basic Report
- Adding, selecting, moving and resizing fields, and aligning them with Size and Align
- Text objects, special fields, lines, boxes and pictures
- The Format Editor: Common, Number, Font, Border, Date and Time and Hyperlink
- The Format Painter and the Template Expert
- Lab: a customer list report with a logo, a title and page numbers
Section 5: Lab: Record Selection
- The Select Expert and setting several conditions
- Editing the record selection formula directly
- Letting the database do the selection for faster reports
- Refreshing data and the Save Data with Report option
- Lab: a sales report for a chosen region and date range
Day 2 Grouping, Summaries, Parameters and Formulas
Section 6: Lab: Sorting and Grouping Records
- The Record Sort Expert for multi-level sorting
- Insert Group and the Group Expert
- Grouping by date, such as by month and by quarter
- The Group Sort Expert for Top N rankings
- Lab: a sales report grouped by region and salesperson
Section 7: Lab: Summaries and Running Totals
- Insert Summary: Sum, Count, Average, Maximum and Minimum
- Group subtotals and report grand totals
- Running total fields for cumulative figures
- Drill-down and hiding group details
- Lab: a summary sales report where each region can be clicked for detail
Section 8: Lab: Parameter Fields
- Single-value, multiple-value and range parameters
- Parameters with a pick list, and cascading parameters
- Using parameters in record selection
- Showing the user's choices in the report header
- Lab: a report where users choose the region, province and date range themselves
Section 9: Lab: Formulas in Crystal Syntax
- The Formula Workshop and the Formula Editor
- How Crystal syntax differs from Basic syntax
- Commonly used string, date and number functions
- If Then Else, Select Case and IIF
- Lab: formulas for discounts, debtor age and payment status
Section 10: Lab: Conditional Formatting
- The Highlighting Expert for flagging unusual values
- The Section Expert and showing or hiding sections by condition
- Conditional field formatting with formulas
- New Page Before and After, and paging by group
- Lab: invoices that start a new page per customer and highlight overdue items
Day 3 Advanced Reports, Exporting and Report Maintenance
Section 11: Lab: Charts and Cross-Tabs
- The Chart Expert and choosing the right chart for the data
- Formatting data series, axes, gridlines and trendlines
- The Cross-Tab Expert for cross-tabulated summaries
- The Report Wizard for starting reports quickly
- Lab: a monthly sales dashboard with charts and a cross-tab
Section 12: Lab: Variables, Evaluation Time and Arrays
- Declaring local, global and shared variables
- Evaluation time: WhilePrintingRecords and WhileReadingRecords
- Arrays and For and Do While loops
- Using variables for totals that ordinary summaries cannot produce
- Lab: conditional totals that reset for each group
Section 13: Lab: Subreports and Report Alerts
- Embedded and on-demand subreports
- Linking a subreport to the main report
- Passing values between reports with shared variables
- Report alerts for values that need attention
- Lab: a customer report with payment history in a subreport
Section 14: Lab: Exporting and Maintaining Reports
- Exporting to PDF, Excel, Word and CSV, and choosing the right format for users
- Page Setup, Report Options and Default Options
- Verify Database when table structures change
- Set Datasource Location for moving a report to a new database
- Lab: move a report from a test database to the live one, then export to PDF and Excel
Section 15: Workshop: A Monthly Sales Report
- Taking a report request from users and planning the layout
- Connecting to data, grouping and creating parameters
- Adding formulas, charts and conditional formatting
- Exporting and checking the figures against the source data
- Presenting the result and a checklist before handing reports to users
Schedule & training options
For individuals — public rounds
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
For organisations — in-house / private
- Tailor the content to your team’s tools and projects
- Your dates, at your office or live online
- Quotation with tax ID for procurement
Instructors
Frequently asked questions
What are the steps to create your first report in Crystal Reports?
Create a blank report and use the Database Expert to connect to a data source, such as ODBC, OLE DB or an Excel file. The 2025 release is 64-bit, so it needs 64-bit drivers and ODBC DSNs. Select the tables you need and link them on related fields. Drag fields from the Field Explorer into the Details section, arrange and format them with the Format Editor, and add a report title and page numbers. Then preview the result and refresh it to pull the latest data.
How do you filter report data with the Select Expert?
Open the Select Expert, choose the field to filter on and set a condition, such as equal to, in a range or greater than a value. You can add several conditions, and Crystal Reports builds a record selection formula that you can edit in the Formula Editor for more complex logic. To let users choose the range when they open the report, create a parameter field and use it in the condition instead of a fixed value.
How do you group data and show totals in Crystal Reports?
Use the Group Expert to choose the field to group by, such as region or customer, and Crystal Reports adds a group header and footer. Right-click a numeric field, choose Insert Summary, pick a summary type such as Sum or Count, and place it at group level or at the end of the report. For conditional cumulative totals use a running total, and use the Group Sort Expert to order groups by their totals.
Who is the Basic SAP Crystal Reports 2025 course for, and what should I know beforehand?
It suits people who design or modify reports from ERP systems, accounting software or company databases, IT teams who maintain existing reports and analysts who report to management. You should be comfortable with a computer and understand tables, fields and basic database relationships. You also need a 64-bit Windows laptop that can run Crystal Reports 2025, with your own or your organisation's licence, or a trial version if one is available.
What will I be able to do after the Basic SAP Crystal Reports 2025 course?
You will be able to connect to databases and link tables, build and format reports, select, sort, group and summarise data, create parameters so users can choose their own conditions, write formulas and conditional formatting, create charts, cross-tabs and subreports, export reports to PDF and Excel, and move existing reports to a new database. Participants receive a Certificate of Completion.
Can the Basic SAP Crystal Reports 2025 course be run in-house for our team?
Yes. It can be run in-house for your team, with examples adapted to your own work, such as modifying reports you already use or designing reports from your own database structure. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
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