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Whether you have never touched Crystal Reports or are a veteran user looking for ways to fine-tune your report writing, Project Resources has you covered.  David Hardy, a Crystal Reports master trainer, will introduce you to the power of customizing your reports with Crystal Reports.  For more advanced users, David has plenty of tips to allow you to dig deeper into your data.   Note that activities will be "non-ERP-specific;" however, the instructor is well-versed in Spectrum, Vista and Sage 300 and will designate time to answer software-specific questions.

 

Introduction to Crystal Reports - June 18, 2019

If you have never utilized the power of Crystal Reports to customize your Viewpoint or Sage software's stock reports, this introductory class is for you.  You will learn how to extract specific data to better track profits and changes in projects.  Note that hands-on exercises will not require specific software, such as Vista, Spectrum or Sage 300, but David Hardy will be available to answer software-specific questions during breaks.  

Who Should Attend: Those in operations, accounting, real estate and IT who are ready to learn Crystal Reports to customize their reports.

  • Why Crystal Reports
  • ODBC
  • Creating reports from Scratch
  • Understanding the sections of Crystal Reports
  • Linking tables
  • Filtering or conditioning your reports to return just the data you are after
  • Formatting field and sections for professional looking results
  • Subtotals and Grand totals
  • Sneak-Peek to formulas (covered heavily in the Intermediate class)

Scroll down for pricing and link to event registration.



Intermediate Crystal Reports - June 19, 2019

If you are familiar with Crystal Reports as an enhancement to your Viewpoint or Sage software's stock reports, but wish to drill down on your customization, the intermediate class will provide many new tools.  You will become proficient in extracting valuable data to improve productivity and profits!  Note that hands-on exercises will not require specific software, such as Vista, Spectrum or Sage 300, but David Hardy will be available to answer software-specific questions during breaks.  

  • Introduction to formulas including the most frequently used functions used in construction and real estate software packages
  • Running Totals
  • Formatting fields and sections through conditional formatting formulas
  • Advanced Linking topics
  • Building Cross & Charts
  • Parameters (Prompt Fields)
  • More detailed formatting for fields and sections for professional looking results


Who Should Attend: Those in operations, accounting, real estate and IT who regularly use Crystal Reports and are ready to go beyond the basics.

Scroll down for pricing and link to event registration.

 

Advanced Crystal Reports - June 20-21, 2019

You use Crystal Reports daily to extract specific data and create custom reports.  You may think that your reports work well, but David Hardy will show you how to accelerate the time it takes to build a custom report, and how you can leverage SQL for complex requests.  Note that hands-on exercises will not require specific software, such as Vista, Spectrum or Sage 300, but David Hardy will be available to answer software-specific questions during breaks.  

  • Advanced Formulas  
  •       a. Variables
  •       b. Loops
  • Formatting fields and sections through conditional formatting formulas
  • Subreports
  •       a. Linked & Un-linked
  •       b. On-demand
  • SQL Commands
  •       a. Used for speed
  •       b. Used for complex reporting that cannot be done any other way
  • Further formatting features for professional results

Who Should Attend: Those in operations, accounting, real estate and IT who rely on Crystal Reports daily, and are ready to move into advanced formulas and complex reports.

Scroll down for pricing and link to event registration.


Cost per attendee (includes lunch):

Introductory Crystal Reports - one day: 
Cost for one day:  $999 

Intermediate Crystal Reports - one day: 
Cost for one day:  $999 

Advanced Crystal Reports - two days: 
Cost for two days:  $1,699 


Combine multiple sessions for more savings:

Introductory + Intermediate Crystal Reports - two days:
Cost for two days:  $1,699 

Intermediate + Advanced Crystal Reports - three days:
Cost for three days:  $2,349 

 Interested in all four days?  Contact Project Resources for pricing.

 

About David Hardy, Instructor

David worked for Sage Timberline for nearly 13 years.  While there, he consulted on Sage 300 and trained thousands of consultants and clients on how to use Crystal Reports.  For the past 10 years he has run Progressive Reports, a consulting service that specializes in the software needs of the construction industry.  He continues to teach others how to write reports and works with clients all over the globe.


Session attendees can earn up to 33.5 hours CPE credit.  

 

The Viewpoint Digital Contractor Roadshow is a series of interactive, educational, and innovative events that covers key trends and pain points facing the construction industry, as well as hands-on demonstrations and networking with other Viewpoint software users.  Don't miss this chance to talk directly to the Viewpoint team, plus meet local experts speaking on timely topics.  For an investment of a few hours, these roadshows provide a unique opportunity to ask questions and share your own insights with other Viewpoint users.  New in 2019: all of the Digital Contractor Roadshows are held over lunch.

The Roadshow team is already on the road, so don't wait to register for a session near you!  Click the appropriate link below to learn more about speakers and logistics near you, and to register.

 

 

 

June 4 - Denver, CO

June 6 - Salt Lake City, UT

June 11 - Baton Rouge, LA

June 13 - Atlanta, GA

June 18 - Kansas City, MO

July 16 - Hartford, CA

 July 18 - Waltham, MA

August 6 - Chicago, IL

August 13 - Raleigh, NC

August 15 - Nashville, TN

August 20 - San Diego, CA

August 21 - Cincinnati, OH

August 22 - Sacramento, CA

September 10 - Minneapolis, MN

September 10 - Philadelphia, PA

September 12 - Pittsburgh, PA

September 17 - Dallas, TX

September 19 - Houston, TX

 

Still not sure if the Roadshow is for you?  Here is what a few attendees of the 2018 Roadshow Series had to say:

 

 

In the latest episode of "A Viewpoint on Construction," Kathleen Baldwin, CPA, CCIFP and executive director of the Construction Industry CPAs/Consultants Association (CICPAC), discusses the expanding role and importance of CPA firms and professionals in the construction industry. Hear why construction firms shouldn’t wait to enlist a CPA and what to look for when selecting a firm. Rather than just a taxes and audit firm,  the right CPA firm can become a trusted advisor for contractors, a guide for organizational growth, diversification, technology, security, risk mitigation and much more.

To download and listen, click here.

 

You can count on Project Resources to be there when you need us -- even if you just need an ice-cold bottle of water on the third hole of a golf course!  

August 16, we sponsored the third hole at St. Ives Country Club in Johns Creek at the 2018 CFMA Golf Tournament.  As players approached the tees, they were greeted with coolers of water and the chance to win 4 dozen golf balls.  The weather was beautiful, everyone was in a great mood, and lunch afterward at the clubhouse was delicious.  Look for us at a hole to be announced next year, with a new contest and plenty of refreshments!