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Course

Crystal Reports Design for TrackWise®

January 1, 2021

By: Sparta Systems

Prerequisites: Sparta Systems recommends Introduction to TrackWise or previous TrackWise experience/Technical Fundamentals of TrackWise/Introduction to Configuration and Administration
Audience: Any person who will be designing and developing Crystal Reports for their TrackWise implementation. This may include Project Managers, Team Members, Power End Users, Application Administrators, IS Support Personnel
Duration: 4 Days

Crystal Reports Design for TrackWise Course Description

The Crystal Reports Design for TrackWise course is intended to provide report writers a basic understanding of the Crystal Reports application and the TrackWise database structure. This hands-on course includes the creation of sample reports for a TrackWise implementation. A strong emphasis is placed on FDA-regulated industry examples and usage in a cGxP-regulated environment.

Crystal Reports Design for TrackWise Course Topics/Outline

Reporting overview
Integration with TrackWise Web and database connectivity
Linking tables using joins
Adding tables to a report
Designing multi record reports
Grouping and sorting data within reports
Utilizing running totals within a report
Utilizing parameters to control report content
Utilizing formulas to manipulate, control and calculate data
- Date and time conversion
- Swapping two columns of data
- Calculate number of days open
- Conditional display of data
- Use of break groups to separate data
- Management of null data result display
Utilizing headers and footers (including headers and footers for GxP compliance)
Development of charts and graphs
Utilizing cross tabs for matrix development
Utilizing the Select Expert tool to further refine data set results
Creating single record reports
Creating of sub-reports
Developing an activity history report for audit trail review on a record
Reporting on a family of records using parent-child reports
Converting reports from one database to another
Creating auto reports for scheduled distribution
Troubleshooting reports
Discuss the impact of configuration changes on reports via Views
Discuss report validation

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