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New Crystal Reports Training

New Crystal Reports Training. Training for Both Developers and Non-Technical Staff. Crystal Reports Team. Team Members Goals Standard Reports Customization/Tailoring to Local Needs Process Testing Posting for General Use Feedback. General Guidelines. Designated “Report Runner”

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New Crystal Reports Training

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  1. New Crystal Reports Training Training for Both Developers and Non-Technical Staff

  2. Crystal Reports Team • Team Members • Goals • Standard Reports • Customization/Tailoring to Local Needs • Process • Testing • Posting for General Use • Feedback

  3. 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/products/downloadcenter/InstallODBCDriversDD42_v11.zip • How to set up the driver • What to name it

  4. 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

  5. Running the Reports • Opening the report and refreshing

  6. Running the Reports • Logging on and selecting the driver; which password

  7. Running the Reports

  8. Running the Reports

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. Customizing the Report View • Magnifying the display • 100% vs 150%

  16. The Group Tree • Using the group tree • To navigate within the report • As a summary of report contents • Eliminating the group tree

  17. Suppressing the reportdescription • Suppressing the report description (after memorizing!) • Viewing the report description in design mode, if suppressed.

  18. Report Distribution • Exporting

  19. 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

  20. 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

  21. 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

  22. 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)

  23. New Reports: Preview • Workshop Sign-In Sheet • Scheduled Event Attendance Summaries • General Program Report • Career Center-Specific Program Report • Caseload – Program Report • Termination Status – Programs and Case Management • Veterans Caseload Report • Employers • Service by Community • EAS Enrollments by Local Office - Cleanup Report

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