Workshop: Designing report templates

This training course is aimed at staff who are responsible for the design and configuration of reports, letters and lists within UltraGenda Pro. You learn how UltraGenda Pro handles Crystal Reports templates and how you can use the data in UltraGenda Pro as the basis for a structured approach to building a template. You discover the various techniques for developing generic and visually attractive reports. The following subjects are covered:

• The architecture of the Crystal Reports print solution.
• The relationship between a Crystal Reports template, a stored procedure and a function within UltraGenda Pro.
• The design of an appointment confirmation letter and extension of that letter for multi-resource, order set and recurring appointments.
• The use of formulae, parameter fields and groups combined with the data that is available from UltraGenda Pro.
• Appointments lists: types of lists; extending a list to include questions and answers.
• Working with sub-reports.
• Working with images and HTML formatting.
• Introduction to the automation of reports (appointment reminders, distribution of working lists, etc.).
• Hints for using Crystal Reports - “20 Secrets for Crystal Reports Designers”.

Prior knowledge:
You are familiar with UltraGenda Pro and have had basic training in Crystal Reports.

Method:
Workshop with practical exercises and examples. Each participant has an individual workstation available.

Practical information

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