2025 Basic Crystal Reports for Sage 100 Online Training

This 3-hour online training session is designed to teach the basic fundamentals of report design. Training will be held in a hands-on, online format including hands-on exercises.

• Classes are limited to 15 attendees for more personal instruction.

Pre-Requisites:

• Participants need to have Crystal Reports, along with Sage 100 installed on their workstation prior to the start of training. You may use a live company or a test company for the sample data.
• Current knowledge of data structures is suggested.

During this training session, you’ll learn about:

• Crystal Reports Wizard
  • Configure Crystal Reports Designer to an effective report & form editor
  • Snap to grid
  • Alphabetize tables
• Formulas & Functions
  • Understand the difference between a formula and a function
  • Create formulas to simplify calculations
  • Crystal Syntax v. Basic Syntax
• Grouping & Sorting
  • Organize data the way you want to see it
  • Create multiple groups in a report
  • Strike sub-totals based on groups
• Subtotals, Grand Totals, Running Totals
  • Create Summaries to make calculations easier
  • Create a Running Total and know how to change options
• Selection Criteria & Parameters
  • Configure Report to allow users to specify filtering criteria
  • Static and Dynamic Parameters
• Report Formatting – Make it “pretty”
  • Add Logos or graphics
  • Add boxes, borders, and lines
  • Format numeric fields
  • Align Fields
• Adding to Sage 100 Menu
  • Make Custom Reports accessible to Sage users
  • Set Permissions while adding report or after report has been added to the menu
• Modifying Standard Reports & Forms
  • Modify Standard Reports
  • Create custom variations of standard reports
• Q & A

Extend your Crystal Report knowledge: We are offering an Intermediate Crystal Reports online training session on Wednesday, June 11th.