Introduction to Crystal Reports July 20, 2010 Tom Bedall, Pro Seniors, Inc.
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Introduction to Introduction to Crystal Reports Crystal Reports July 20, 2010 • Tom Bedall, Pro Seniors, Inc.
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Transcript of Introduction to Crystal Reports July 20, 2010 Tom Bedall, Pro Seniors, Inc.
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
