Simply Accounting - Setup - Computer Solutions s.c. - Swift Current, Saskatchewan providing training, support, Web design, accounting software setup and support

Crystal Reports & Excel with Simply Accounting
Course Outlines	Course Schedule

Course Description

Crystal Reports comes with all versions of Simply Accounting. It can be used to redesign forms like Invoices or can be used to make Custom reports from your database. Links to Microsoft Excel are also part of the more recent versions of Simply Accounting. The built-in reports can be pushed out to Excel for further manipulation, allowing you to add information such as ratios that you don't get from Simply Accounting. The Simply Accounting program comes with only so many reports, and the options of customizing them are minimal. If you can learn how to use Crystal Reports and Excel with Simply Accounting, you can better maximize your information.

Course Objectives

Ø Learn how to use Crystal Reports to work with changing the Forms.

Ø Learn how Simply Accounting's existing Management Reports can be customized by Crystal Reports.

Ø Learn the Crystal Reports program interface, toolbars, and Design or Preview modes.

Ø Simply Accounting uses CSV files for forms. Learn about these and how they work with the form files.

Ø Work with the Crystal Reports Sections, and get an understanding about when and where they print in a report.

Ø Custom Reports can be built and tie directly into your Simply Accounting database file, using OBDC. Find out how, and work with the instructor to build a real example.

Ø Many users today have Microsoft Excel. If you have some basic skills, you can use it to enhance any report generated by Simply Accounting.

Course Length	Recommended Prerequisites
1 day	Simply Accounting "Using" course or some good experience with the accounting program. Microsoft Excel experience would also be a definite asset.

Table of Contents

I	Getting Started
	A.	What Is Crystal Reports?
	B.	How Crystal Reports Interfaces with Simply Accounting
	C.	The Crystal Reports for Windows Interface
	D.	Design View Vs Print Preview
	E.	Using the Right Mouse Button
	F.	Using Undo and Redo
II	Simply Accounting Forms
	A,	Preparing for the Forms Design
	B.	Fields for Simply Accounting Invoice Forms Design
III	Report Sections
	A.	What are the Section Names?
	B.	Defining Each Section
	C.	Determining Printing Area Characteristics
	D.	Other Form Section Features to know
IV	Working With Fields
	A.	Fields are Objects
	B.	Selecting Fields
	C.	Moving Fields
	D.	Deleting Fields
	E.	Inserting Database Fields
	F.	Working with Text Fields in Reports
	G.	Field Formatting
	H.	Working with Guidelines
V	Working with Lines & Boxes
	A.	Adding Lines & Boxes
	B.	Changing Lines & Boxes

VI	Using the Management Reports
	A.	What are the Management Reports?
	B.	Displaying Management Reports
	C.	Changing or Modifying Management Reports
VII	Saving & Reopening Reports
	A.	Saving Reports
	B.	Closing Reports
	C.	Opening Reports
VIII	Creating Custom Reports
	A.	Why Create Custom Reports?
	B.	New Report Options
	C.	Understanding the Report Expert
	D.	Creating a Standard Report
	E.	Hiding or Suppressing Sections
	F.	Basic Formulas
	G.	Selecting Records
IX	Using Excel with Simply Accounting
	A.	The Concept
	B.	Export & Open
	C.	Creating Linked Excel Files to Export Reports

Relevant Links

Simply Accounting: Using

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