BOFocus – Crystal Reports Tips – Tricks – Tutorials

Crystal Reports - How-To's

Creating your first Crystal Report

To create your first Crystal Report, we are going to use the sample Xtreme Acesss database supplied by SAP. If you need a copy, you can download it here.

At this point, one could use the Report Wizard to save time when creating a report, but we have found that using the Blank Report Option allows you to best control the formatting and layout of your report.

1. Open Crystal Reports.

2. Once Crystal Reports opens, from the tool bar, Select File > New > Blank Report

The Database Expert dialog box will appear, which shows possible places to find the source of your data.

3. From the  Database Expert window,  click the plus sign to the left of the Create New Connection folder to expand it.

Crystal Reports recognizes a variety of different database types. For this exciserse, we are using the Access/Excel (DAO) Connection.

4. Double-Click or Click on the plus sign to the left of Access/Excel (DAO).

5. Click the ellipsis (…) button to the right of the Database Name box and navigate to your copy of the Xtreme Access Database.

6. Once your Xtreme databse is located, Click Open > Finish, and the Database Expert will reappear with the Xtreme database connected.

7. Expand the Tables node, and then double-click the table on which you want to base your report. The tree in the Available Data Sources pane consists of a number of nodes, some of which branch off from others. Every data source has four of these nodes branching off from it: Add Command, Tables, Views, and Stored Procedures.

8. To follow along with the example, expand the Tables node and then double-click Product. Doing so copies the Product table from the Available Data Sources pane to the Selected Tables pane.

9. Click the OK button to close Database Expert.

10. A blank report fills the window.

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To change the formatting for multiple text boxes at one time, hold the Shift key while clicking on each text box. Once they’ve all been selected, click on the desired formatting icon(s).