November 2, 2005

Off to the Report Wizard

Needless to say it's a bit clunky having to move an position all those reportable objects by oneself. But let's keep it simple with the report wizard.

Click New Report under the File menu item, select standard new report. The standard new report creation wizard window will appear. First select the tables, you would like to report off of. We can choose the Customers and Order tables. When you are finished click Next.

The Wizard then allows you to link the tables, since this is already established in the Northwind database, click next.

The next step is to select the fields one is going to need to report. When completed please click next.

If you would like to Group the records, indicate that here. When you are finished, once again hit next.

If there are any filters that need to be applied, this window of filtering fields is the place to complete this task.

Finally to nicely finish off the report, there are some predefined templates available with crystal reports, I choose the blue template for this exercise. We will go over the manner in which to create company specific templates later.

The end result is a quick report that just needs a little formatting.

Posted by Elyse at November 2, 2005 8:10 AM