Using the Seagate Crystal Report Wizard to create a report in Access

The Seagate Crystal Report Wizard offers familiar Crystal layout and selection screens to help you create a report from your table or query.

To create a report in Access using the Seagate Crystal Report Wizard

1. On the Tools menu in Access, point to Add-Ins and then click Seagate Crystal Report.

   If your database table or query is open, Access warns you to save before running the wizard.

   The Choose a Table or Query dialog box appears if you haven't already highlighted a table or query in the Database dialog box or the New Report dialog box.

   

   Another way to open the Seagate Crystal Report Wizard is to select the Reports option in the Database dialog box, click New, select the Seagate Crystal Report Wizard, and then click OK. If you use this method, you can select your table or query on the New Report dialog box, and go to step 3.

   

2. From the Choose a Table or Query dialog box, select the table or query you want to use and click OK.

   The Seagate Crystal Report Wizard appears.

   

3. Add the database fields you want to appear in your report to the Fields to Display list.

   The arrow buttons on this dialog box enable you to move fields from one list to the other. Single arrows move only the selected field; double arrows move all fields at the same time.

4. Click Next to choose fields to group on.
5. Add the database fields you want to group on to the Group By box.

   When a group field is selected, you can choose a sorting order from the Sort Order box.

6. Click Next to choose fields to summarize on.
7. Add the database fields you want to total on to the Summarized Fields list.

   Summarized fields apply to the group specified in the For the Group box. You can use the same fields in each of several different groups.

   When a summary field is selected, you can choose a summary type for it and add a grand total.

8. Click Next to sort groups on their summarized totals.

   You can select Sort All Groups, or you can specify a Top or Bottom N.

9. Click Next to create a record selection for your report.
10. Add the database fields you'll use to filter your report to the Filtered Fields list.

    Define your record selection by selecting from the box of limiting operators and entering the appropriate field value.

11. Click Next to select a report style.
12. Click Next to enter a title and saving location for your report.
13. Choose a method for viewing your report.

    There are four options:

    • Preview (read only)
    • Edit with Seagate Crystal Report Designer
    • Analyze with Seagate Analysis
    • View Later.

    The Preview option opens the report in the ActiveX viewer. You can view, print, and refresh the report in the viewer.

    The Edit and Analyze options open the report in the appropriate program. You can view, print, refresh, and modify the report while using all the capabilities of Seagate Crystal Reports or Seagate Analysis.

    The View Later option saves the report with the name you gave it to the directory you specified.

Now that your report has been created, you can use it and modify it as you would any other report in Seagate Crystal Reports.