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Dan Barney. Introduction to crystal reports (CR). Overview. Obtaining Data from Raiser’s Edge Crystal Report Basics. Obtaining Data from Raiser’s Edge. Prerequisites. Determine Type of Data Needed: Gift, Event, Participant, Constituent, etc. Write Applicable Query (WHO)
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Dan Barney Introduction to crystal reports (CR)
Overview Obtaining Data from Raiser’s Edge Crystal Report Basics
Prerequisites • Determine Type of Data Needed: Gift, Event, Participant, Constituent, etc. • Write Applicable Query (WHO) • Export All Fields Anticipated (WHAT) • Export Using Correct Format:Blackbaud Report Writer Database (MDB) • Export Data and Link to Source in Crystal Reports (HOW)
Linking Data for Use in CR • Open Crystal Reports • Create New Report: Blank Report • Find Data Source • Move All Tables to the Selected TablesWindow to MaintainLinks
Crystal Report Basics Select Program Functions Sections Design Screen - Preview Screen Groups Field Explorer Formulas - Running Totals Formatting
Select Program Functions Export Field Explorer Insert Text Object Insert Summary Insert Cross Tab Group Expert Record Sort Expert Select Expert
Sections • Report Header: First page only • Page Header: Top of each page • Details: Contains bulk of actual dataDetail data is often hidden • Report Footer: Last page only • Page Footer: Bottom of each page • Group Header: Top of group • Group Footer: Bottom of group Right Click
Design Screen • Where heavy lifting takes place • All fields/formulas displayed in database language
Preview Screen • Allows for some changes • Primarily useful to see how report will display and make minor adjustments
Groups • Allow data to be combined into one section or group – by Constituent, Event, Campaign, Fund • Useful when reporting large amounts of data sharing a common defining value
Field Explorer • Allows you to- Select fields- Create/Edit formulas- Create/Edit running totals- Manage Groups- Utilize special fields • Right click on fields to display field types
Formulas • Data can be analyzed by employing formulas • In addition to mathematical calculations, formulas can be used to generate IF/THEN statements and change field types
Running Totals • Name the running total • Select field on which to calculate running total • Designate the summary function • Determine the evaluation standard • Establish when the running total will be reset
Formatting • Formatting can be modified for sections, fields, formulas, running totals • Access formatting menu by right-clicking on aspect to be modified
Dan Barney Barney & Associates dan@barneyacs.com 216.338.6072