introduction to crystal reports
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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 - PowerPoint PPT PresentationTRANSCRIPT
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 [email protected] AttorneyPro Seniors, Inc.
Rachel R. [email protected] Coordinator LSNTAP