As a report creator, you may be expected to design and customize your Crystal reports. So, where to begin?
Understanding the embedded Crystal Reports Designer
To create reports in Crystal Reports XI within Visual Studio, you must learn how to use the embedded Crystal Reports Designer.
Creating Crystal reports
Before you create a new report or modify an existing report, it is recommended that you plan what features you will use in your report. See Designing New Reports.
Some factors to consider when you design a new report are as follows:
You must decide what data source to use for your report. Most of the tutorials use the Microsoft OLE database provider for the SQL Server or ODBC (RDO) as the data sources.
To learn how to connect a report to a secure SQL Server database, see Logging onto a Secure SQL Server Database.
For information about additional data sources, you can work through the tutorials in Data Connectivity Tutorials.
You must decide what data fields and text objects to display on your report.
You must decide whether to use parameter fields or selection formulas to filter the data records that you want to display.
To learn how to use parameter fields, see Reading and Setting Discrete Parameters.
To learn how to use selection formulas, see Filtering Data Using Selection Formulas.
You must decide whether to group, sort or total the data.
You must decide whether parts of your report need to drill down to more specific details.
To learn how to use report part drill down, see Displaying Report Parts with the CrystalReportPartsViewer Control.
Note The tutorials link to the ReportDocument object model tutorials. For similar tutorials in the CrystalReportViewer object model, see CrystalReportViewer Object Model Tutorials.
In most tutorials, you will find a section that provides instructions about how to create a new report. The tutorial continues to manipulate the new report through code in a Web project or Windows application.