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Working with the Report Design Environment
Regardless of how many times you go through the Report Experts to create reports, you will spend most of your time working with reports in the integrated Report Designer within Visual Studio .NET, shown below. If you have worked with a previous version of Crystal Reports, this interface will seem familiar, but there are subtle differences you'll notice when looking for a specific function or feature.
To understand how to work with the designer, we need to take a look at some of the components that make up the Report Designer.
Menus and Toolbars
To start, your familiar Crystal Reports menus and toolbars have gone - the constraints of being embedded in the Visual Studio .NET Framework means that we can't have exclusive control over the menus that appear in the IDE.Instead, the majority of these options can be found in the toolbars, explorers, or right-click menus within the Report Designer. There are two toolbars available with Crystal Reports.NET, one called Crystal Reports - Main and the other called Crystal Reports - Insert. The main toolbar contains the formatting controls (such as font and size) and the insert toolbar provides the facility to insert summaries, charts, and groups.For inserting fields into your report, there is a Field Explorer (which used to be invoked by selecting Insert | Field Object in older versions of Crystal Reports). You can drag fields directly from the Field Explorer onto your report.I mentioned it before, but it is worth repeating here - if you close the Field Explorer, to re-open it again you will need to go to View | Other Windows | Document Outline or press Ctrl+Alt+T to view it again.
Setting Default Properties
By default, Crystal Reports.NET will have a number of properties preset. These include the font and formatting for fields in your report, the page size, margins and layout, and so forth.For more control over the reports you create, you can actually change these default properties. One of the most common scenarios is that Crystal Reports.NET defaults the font to Times New Roman and sets a specific font size for different types of fields. Your standard report template may be in Arial, so you can either spend a considerable amount of time changing the font sizes for the different elements in every report you create, or you can set the defaults and be done with it once and for all - any reports you create from this point onwards will use these settings.There are two sets of properties associated with Crystal Reports.NET. The first are the default settings, which are written to the local registry and exist for all reports created using that particular machine (there is no easy way to port these settings between two machines unless you get up to some registry wizardry). These options can be found by right-clicking in the Report Designer and selecting Designer | Default Settings. Through the default settings, you can control field formatting and fonts, database options and a variety of miscellaneous options grouped together under the different categories.
The second type of properties is Report Options, which are specific to the report you are working with. To access the report options, right-click in the Report Designer and select Report | Report Options. There are fewer options in this dialog and all are applied only to the report you are working on. Like the default settings, there is not an easy way to share these attributes with other reports. You will find options here for controlling how date-time fields are represented, options for using indexes and sorting, among others.As for the page and layout attributes of your report, there are two menus that appear when you right-click on your report and select the Designer option. Printer Setup and Page Setup control the orientation, paper size, margins, and so on, and default to the settings of your default printer.
If you are working on a development machine that does not have a printer driver installed or a default printer, you may want to install one (even if you don't have a printer attached or even available) to alleviate possible problems with your report should you need to print in the future. If there is no default printer specified, there is a checkbox in the Printer Setup at the top that is marked No Printer.It is best practice to develop your report with multiple printers in mind, with a margin appropriate to the printer's unprintable area, and no special features that would be specific to one particular printer (such as oversized paper, or bleed to the edge). This will ensure that your report will print consistently on different types of printers.
