Crystal Reports™ 8.5 User's Guide
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Crystal Reports™ 8.5 User’s Guide Seagate Software IMG Holdings, Inc. 915 Disc Drive Scotts Valley California, USA 95066 © 2001 Seagate Software Information Management Group Holdings, Inc., 915 Disc Drive, Scotts Valley, California, USA 95066. All rights reserved. Seagate, Seagate Software, Crystal Reports, Crystal Enterprise, Crystal Analysis, Seagate Info, Seagate Holos and the Seagate logo are trademarks or registered trademarks of Seagate Software Information Management Group Holdings, Inc. and/or Seagate Technology, Inc. All other trademarks referenced are the property of their respective owner. Documentation Version 1. Febuary 2001. No part of this documentation may be stored in a retrieval system, transmitted or reproduced in any way, except in accordance with the terms of the applicable software license agreement. This documentation contains proprietary information of Seagate Software IMG Holdings, Inc., and/or its suppliers. Contents Chapter 1: Welcome to Crystal Reports About Crystal Reports ....................................................................... 2 About this guide ................................................................................ 3 Chapter Contents .................................................................................................. 3 Online help ........................................................................................................... 7 Product registration ............................................................................................... 8 Technical Support ................................................................................................. 8 Command, button, and key conventions ........................................... 9 Chapter 2: What’s New Web reporting ................................................................................. 12 Increased value of the Crystal Enterprise Web Component Server ....................... 12 Complete XML support for the Web .................................................................... 13 Accomplish more with faster processing .............................................................. 14 Improved interactivity with parameters ................................................................ 14 Customizable DHTML Report Viewer ................................................................. 14 Optimize report performance with Crystal Reports documentation ...................... 15 Log on to APS folders from Crystal Reports .......................................................... 15 Display web reports independent of server location ............................................ 15 Extend reporting abilities with additional applications ......................................... 15 Report Designer features ................................................................ 15 Create Report Alerts for instant notification ......................................................... 15 Export data to PDF, XML, RTF, and improved HTML ........................................... 16 Access additional data sources ............................................................................ 16 Copy report objects to other applications ............................................................ 16 Summarize data across hierarchical groups ......................................................... 16 Enhance formulas with new and improved functions ........................................... 16 Customize default font options ............................................................................ 17 Visualize data faster with improved charting and mapping .................................. 17 Crystal Reports User’s Guide i Analyze data types quickly .................................................................................. 17 Save preview pictures by default ......................................................................... 17 Developer features .......................................................................... 17 Embed the Crystal Reports Designer Control ....................................................... 17 Utilize the unified RDC object model .................................................................. 17 Re-distribute the ASP Web Report Server ............................................................. 18 Access XML data at run time ............................................................................... 18 Facilitate administration with the License Manager ............................................. 18 Report Designer Component 8.5 ......................................................................... 18 RDC run time distribution ................................................................................... 18 Lotus Domino sample applications ...................................................................... 19 Additional information .................................................................... 19 Chapter 3: Installing Crystal Reports Installing Crystal Reports ................................................................ 22 Installation requirements ................................................................ 22 Installing on a local machine from CD ............................................ 23 Installing to and from a network server .......................................... 24 Installing Crystal Reports to a network ................................................................. 25 Installing Crystal Reports from a network ............................................................. 26 Customizing your installation ......................................................... 27 Installing Crystal Enterprise ............................................................ 29 Getting Started .................................................................................................... 30 Running the installation ....................................................................................... 30 Chapter 4: Quick Start Learning how to use Crystal Reports ............................................... 34 Sample reports .................................................................................................... 34 Sample data - Xtreme.mdb .................................................................................. 35 Report Experts ................................................................................. 36 ii Crystal Reports User’s Guide Standard .............................................................................................................. 37 Form Letter .......................................................................................................... 38 Form ................................................................................................................... 38 Cross-Tab ............................................................................................................ 38 Subreport ............................................................................................................ 38 Mail Label ........................................................................................................... 38 Drill Down .......................................................................................................... 38 OLAP .................................................................................................................. 39 Quick start for new users ................................................................ 39 Before you begin ................................................................................................. 40 Creating the report .............................................................................................. 40 Record Selection ................................................................................................. 53 Grouping and sorting .......................................................................................... 57 Completing the report ......................................................................................... 60 Quick start for advanced users ....................................................... 61 Chapter 5: Report Design Concepts Basic report design .......................................................................... 68 Deciding on the content of the report ............................................ 68 Stating the purpose .............................................................................................. 68 Determining the layout of the report .................................................................... 69 Finding the data .................................................................................................. 70 Manipulating the data ......................................................................................... 71 Determining printing area characteristics ............................................................ 72 Developing a prototype on paper ................................................... 73 Chapter 6: Introduction to Reporting Report creation options .................................................................. 76 Report Experts ..................................................................................................... 76 Another report ..................................................................................................... 76 Crystal Reports User’s Guide iii New report .........................................................................................................