Introduction
• Introduction to the different types of data tables within CareFlow MM
• Setting the Crystal Reports options
• Creating a connection to the CareFlow Pharmacy System

Using the Report Wizard
• Create reports using the Standard Report
• Wizard and Cross-Tab Report Wizard

Creation of Simple Reports
• Explanation of the different sections of the report
• Amending reports in ‘Design’ and ‘Preview’ mode
• Formatting and enhancing reports by changing the attributes and position of the report objects
• Adding a company logo or other graphics to a report
• Sorting records
• Using the Select Expert to filter records
• Saving a report

Parameter Fields
• Creating interactive reports using Parameter fields

Grouping and Summarizing
• Inserting single and multiple grouping levels
• Inserting subtotals and grand totals
• Use of the Top N/Sort Group Expert

Formatting Sections
• Identifying and controlling report sections
• Using the Section Expert
• Creating Summary and Drill Down reports

Linking
• Linking concepts, and creating and modifying links

Creating Formulae
• Creating formulae using the Formula Editor

Distributing Data
• Identifying exporting options
• Exporting reports into a variety of formats

Requirements

There are no prerequisite skills required to be able to use Crystal Reports, however the following
must be installed:

• Crystal Reports Professional on each PC used to write and run reports.
• A current version of the Intersystems ODBC driver installed on each PC. This is installed as standard as part of the CareFlow MM Software Installation.
• Current version of the CareFlow MM base tables installed on the Main Server. This is also part of the standard installation.
• Versions of software - Any version of Crystal Reports can be used with any version of CareFlow MM to produce ad-hoc/bespoke reports, provided it can access data via ODBC. However, when standard WellSky reports are amended (this includes the re-mapping of labels etc.) a minimum of Crystal Reports 9 Professional is required.