Understanding How Templates Work
by Roger Sanborn, Steve Lucas, Kathryn Hunt, Joe Estes, Michael Voloshko, James Edk
Special Edition Using® Crystal Reports® 10
- Copyright
- Foreword
- About the Lead Author
- About the Contributing Authors
- Acknowledgments
- We Want to Hear from You!
- Introduction: Information Delivery with Crystal Products
- Crystal Reports Design
- Creating and Designing Basic Reports
- Introducing the Crystal Reports Designer
- Understanding Data and Data Sources
- Introduction to the Data Explorer
- Adding Database Objects to Your Report
- Joining Database Objects Together
- Understanding the Different Join Types
- Using the Report Creation Wizards
- Understanding the Crystal Reports Gallery
- Using the Standard Report Creation Wizard
- Creating a Report Without Wizards
- Troubleshooting
- Crystal Reports in the Real World—SQL Commands
- Selecting and Grouping Data
- Filtering, Sorting, and Summarizing Data
- Understanding and Implementing Formulas
- Introduction
- Using the Formula Workshop
- Using the Workshop Formula Editor
- Creating Formulas with the Formula Expert
- Using the Formula Extractor to Create Custom Functions
- The Multi-Pass Reporting Process of the Crystal Reports Engine
- Troubleshooting
- Crystal Reports in the Real World— Custom Functions
- Implementing Parameters for Dynamic Reporting
- Creating and Designing Basic Reports
- Formatting Crystal Reports
- Fundamentals of Report Formatting
- Introduction
- Positioning and Sizing Report Objects
- Modifying Object Properties for Formatting Purposes
- Exploring the Format Editor Dialog Common Options
- Combining and Layering Report Objects
- Configuring Report Page and Margin Properties
- Crystal Reports in the Real World—Referencing External Resources
- Working with Report Sections
- Visualizing Your Data with Charts and Maps
- Custom Formatting Techniques
- Fundamentals of Report Formatting
- Advanced Crystal Reports Design
- Using Cross-Tabs for Summarized Reporting
- Using Record Selections and Alerts for Interactive Reporting
- Using Subreports and Multi-Pass Reporting
- Using Formulas and Custom Functions
- Designing Effective Report Templates
- Understanding the Importance of Reuse in Reporting
- Understanding Report Templates
- Using Report Templates
- Using Existing Crystal Reports as Templates
- Understanding How Templates Work
- Creating Useful Report Templates
- Using Template Field Objects
- Using Report Templates to Reduce Report Creation Effort
- Applying Multiple Templates
- Crystal Reports in the Real World—Standardized Templates
- Additional Data Sources for Crystal Reports
- Multidimensional Reporting Against OLAP Data with Crystal Reports
- Enterprise Report Design—Analytic, Web-based, and Excel Report Design
- Web Report Distribution—Using Crystal Enterprise
- Introduction to Crystal Enterprise
- Using Crystal Enterprise with Web Desktop
- Crystal Enterprise Architecture
- Introduction
- Crystal Enterprise Architecture Overview
- The Client Tier
- The Application Tier
- The Server Tier: Introduction to the Crystal Enterprise Framework
- The Server Tier: Overview of the Crystal Enterprise Services
- The Data Tier
- The Crystal Enterprise Architecture in Action
- Taking Advantage of the Crystal Enterprise Distributed Architecture
- Extending Crystal Enterprise
- Planning Considerations When Deploying Crystal Enterprise
- Deploying Crystal Enterprise in a Complex Network Environment
- Introduction
- Understanding Network Protocols
- Understanding Firewall Types
- Configuring the Crystal Enterprise Architecture for Your Network Environment
- Interaction Between the WCS and the WC
- Deploying Crystal Enterprise with an IP Packet Filtering Firewall
- Using Crystal Enterprise with NAT
- Exploring the NAT and Crystal Enterprise Relationship
- Crystal Enterprise and Proxy Servers
- Administering and Configuring Crystal Enterprise
- Customized Report Distribution—Using Crystal Reports Components
- Java Reporting Components
- Overview of the Crystal Reports Java Reporting Component
- Understanding the Java Reporting Components Architecture
- Differences with the Java Reporting Engine
- Configuring the Application Server
- Delivering Reports in Web Applications
- Using the Crystal Tag Libraries
- Exporting Reports to Other File Formats
- Printing Reports from the Browser
- Common Programming Tasks
- Developing with a Visual Development Environment
- Troubleshooting
- Crystal Reports .NET Components
- Understanding Microsoft's .NET Platform
- Understanding the Different Crystal .NET Components
- An Overview of the Crystal Reports 10 .NET Components
- The Report Designer
- The Report Engine Object Model
- Delivering Reports with the Windows Forms Viewer
- Delivering Reports with the Web Forms Viewer
- Database Credentials
- Setting Parameters
- Understanding the Report Application Server Bridge
- Troubleshooting
- COM Reporting Components
- Java Reporting Components
- Customized Report Distribution—Using Crystal Enterprise Embedded Edition
- Introduction to Crystal Enterprise Embedded Edition
- Crystal Enterprise—Viewing Reports
- Viewing Reports over the Web
- Introduction to the Crystal Report Viewers
- Understanding the Report Source
- Implementing the Page Viewer
- Implementing the Part Viewer
- Implementing the Interactive Viewer
- Implementing the Grid Viewer
- Using the Export Control to Deliver Reports in Other Formats
- Troubleshooting
- Crystal Enterprise Embedded—Report Modification and Creation
- Customized Report Distribution—Using Crystal Enterprise Professional
- Introduction to the Crystal Enterprise Professional Object Model
- Creating Enterprise Reporting Applications with Crystal Enterprise Part I
- Advanced Scenarios with the Crystal Enterprise Object Model
- Scheduling Reports
- Event-based Scheduling
- Scheduling to a Destination
- Using Crystal Enterprise Notifications
- Scheduling to a Server Group
- Scheduling to a Specific Format
- Setting Database Credentials
- Passing Parameters to the Report
- Troubleshooting
- Creating Enterprise Reporting Applications with Crystal Enterprise Part II
- Using SQL Queries in Crystal Reports
- Index
Understanding How Templates Work
A lot of report formatting tasks were accomplished in the two minutes it took to apply the template in the previous exercise, including
Adding the Powered by Crystal logo to the report (along with its ToolTip and hyperlink) from the Crystal Repository
Adding an image that says Confidential as an underlay to each page of the report
Modifying the fonts and positions of all the database fields
Showing the Record Selection Formula on the report
Adding dashed lines between all items in the Details Section
Adding a rounded box around the Record Selection Formula
Using a rounded box to show where groups start and end
Moving the Field Headings for each data field into the Group Header and formatting them with double lines
TIP
One of the more advantageous features of templates is that even if more fields are in the target report's Details section than the template has, it duplicates the data field formatting for those extra fields. It puts them into a separate Detail Section (usually titled Details B) so that they will all appear together but they won't overwrite each other. You can then move the fields around without having to worry about applying the same formatting by hand.
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