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

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Presentation transcript:

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 Crystal Reports Basic Training: Part II Friday, August 20 th, 11am Pacific / 2pm Eastern

Purchasing Crystal Reports Free 30 day trial cts/sme/freetrials/index.epx cts/sme/freetrials/index.epx Crystal Reports - $55 for nonprofits atalog_name=TechSoupMain&category_name =Business+Objects+Software&Page=1&Cat1= business+objects&CatCount=1 atalog_name=TechSoupMain&category_name =Business+Objects+Software&Page=1&Cat1= business+objects&CatCount=1

Crystal Reports Definition 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 Reports Definition 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 (Raisers Edge)

Crystal Reports Definition of Report: Any digital document created using database data Client Survey Mailing Client Survey Results Schedules Presentations/Outreach Database Management

Crystal Reports Definition 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 Use 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 Reports Crystal Report Examples

THANK YOU Dont forget to complete our survey Tom Managing Attorney Pro Seniors, Inc. Rachel R. Training Coordinator LSNTAP