Nonprofits NYC

Crystal Reports

Many thanks to Jessie Grenfell for giving us a great demo of Crystal Reports today!
  • Crystal Reports allows for post processing of reports
  • It makes "pretty" reports, with features such as a different color font based on value, and a formula that creates a phrase with the data, and two data combined in one cell 
  • Standard report creation wizard, with templates, such as a calendar 
  • Usability: Many reports can be created by someone with basic skills. others require custom code, which would require a tech person. It is intuitive for Users to access reports 
  • If there is already a report in Salesforce, you can pull the report as a data source from Salesforce into Crystal Reports 
  • Tip: Ensure that the information is simple as to avoid problems with reporting in the future 
  • Users discussed how they would use CR to enhance reporting at their respective organizations. (using different sources to create reports)

It's possible to get Crystal Reports 2008 donated (this comes with the Salesofrce connector), with a $55 administration fee to Tech Soup. The donation allows up to 10 Users (a $3,500 value)

Click here to get Crystal Reports

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