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Introduction to Crystal Reports

Introduction to Crystal Reports. July 20, 2010 Tom Bedall , Pro Seniors, Inc. Crystal Report Trainings. Intro to Crystal Reports – TODAY! Will be recorded and made available for FREE Crystal Reports Basic Training: Part I Friday, August 13 th , 11am Pacific / 2pm Eastern

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Introduction to Crystal Reports

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  1. Introduction to Crystal Reports July 20, 2010 Tom Bedall, Pro Seniors, Inc.

  2. Crystal Report Trainings • Intro to Crystal Reports – TODAY! • Will be recorded and made available for FREE • Crystal Reports Basic Training: Part I • Friday, August 13th, 11am Pacific / 2pm Eastern • Crystal Reports Basic Training: Part II • Friday, August 20th, 11am Pacific / 2pm Eastern

  3. Purchasing Crystal Reports • Free 30 day trial • http://www.sap.com/solutions/sapbusinessobjects/sme/freetrials/index.epx • Crystal Reports - $55 for nonprofits • http://www.techsoup.org/stock/category.asp?catalog_name=TechSoupMain&category_name=Business+Objects+Software&Page=1&Cat1=business+objects&CatCount=1

  4. Crystal Reports Definition of Report: Any digital document created using database data Case Management (Advocate dashboard) Program Management (Drill-Down charts) Graphs and Charts Funder Reports (LITC Report) Project Management (YTD Actual vs. YTD Projected)

  5. Crystal Reports Definition of Report: Any digital document created using database data Timekeeping Reports (Leave and Time Reports) Payroll (Non-Exempt employees) Financial Reports Funder Billing (Title III-B Legal Services) Fund Raising (Raiser’s Edge)

  6. Crystal Reports Definition of Report: Any digital document created using database data Client Survey Mailing Client Survey Results Schedules Presentations/Outreach Database Management

  7. Crystal Reports Definition of Report: Any digital document created using database data Pro Bono Attorney Referrals Pro Bono Attorney Follow-up Pro Bono Attorney Reporting Class Actions Case Assignment Alerts

  8. Can My Program Use Crystal Reports Suitable only for large organizations? Not true; If needed, can create cross-program technology teams. Requires a database solution in place. True, after all it is a database reporting software. Appropriate for nonprofits that need to routinely prepare very detailed reports. It is the best tool for data reporting – period, simple or complex. Must have knowledgeable IT staff. Non-IT staff can develop a Crystal Report skill set. Full of wizards; easy to use for beginners; advanced users can create complex reports. Half of the Crystal Report responsible staff in Ohio programs are non-IT persons. Training available; even a CR for Dummies book.

  9. Examples of Crystal Reports Crystal Report Examples

  10. Don’t forget to complete our survey  Thank you Tom Bedalltbedall@proseniors.org Managing Attorney Pro Seniors, Inc. Rachel R. Medina rachel@lstnap.org Training Coordinator LSNTAP

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