introduction to crystal reports

Introduction to Crystal Introduction to Crystal ReportsReports

July 20, 2010

•Tom Bedall, Pro Seniors, Inc.

Crystal Report TrainingsCrystal Report TrainingsIntro to Crystal Reports – TODAY!

◦Will be recorded and made available for FREE

Crystal Reports Basic Training: Part I◦Friday, August 13th, 11am Pacific / 2pm

EasternCrystal Reports Basic Training: Part II

◦Friday, August 20th, 11am Pacific / 2pm Eastern

Purchasing Crystal Purchasing Crystal ReportsReportsFree 30 day trial

◦http://www.sap.com/solutions/sapbusinessobjects/sme/freetrials/index.epx

Crystal Reports - $55 for nonprofits◦http://www.techsoup.org/stock/categ

ory.asp?catalog_name=TechSoupMain&category_name=Business+Objects+Software&Page=1&Cat1=business+objects&CatCount=1

Crystal ReportsCrystal ReportsDefinition 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)

Crystal ReportsCrystal ReportsDefinition 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)

Crystal ReportsCrystal ReportsDefinition of Report: Any digital

document created using database data

◦Client Survey Mailing

◦Client Survey Results

◦Schedules

◦Presentations/Outreach

◦Database Management

Crystal ReportsCrystal ReportsDefinition 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

Can My Program Can My Program Use Crystal ReportsUse 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.

Examples of Crystal Examples of Crystal ReportsReports

Crystal Report Examples

THANK YOUTHANK YOUDon’t forget to complete our survey

Tom Bedalltbedall@proseniors.orgManaging AttorneyPro Seniors, Inc.

Rachel R. Medinarachel@lstnap.orgTraining Coordinator LSNTAP