SAP Crystal Server Training

Crystal Training Source provides training, consulting and migration services for Crystal Server. We currently train SAP Crystal Server versions 2016, 2020 and 2025.

Discounts

Government | Military | Non-Profit | Education

Minimum 10% (use coupon code at registration: Gov / Mil / NP / Edu)

Quick Setup / Install / Publish $400

We assist in setup of your new Crystal Server (typically 2-4 hours) — you pick the date and time
Verify Crystal Server is functional — check Email SMTP and file folders for scheduling reports
Migrate Crystal Reports (any version) to Crystal Server folder
Setup ODBC — view Crystal Report — schedule report to email and/or file folder
Request this service via Contact Us and indicate Quick Setup in comments

Course Highlights

Verify Crystal Server setup before training
Schedule to email, folder and FTP
View reports via browser
Print to network or local printer
Export to PDF, Excel, Word, CSV, XML and more
User Portal secure access

Migration / Upgrade Services

Let us help in setting up a strategy to upgrade your old Enterprise/Crystal Server to the latest Crystal Server version. Complete our Contact Us form and indicate within Comments the Enterprise/Crystal Server version you are upgrading from, such as Xi / 2011 / 2013.

Training Overview

This product has a vast array of services and functions that can be very intense and stressful during setup and installation. We provide a 1-Day SAP Crystal Server training that teaches standard Crystal Server Administration setup/maintenance along with end user portal training that teaches how to view, print, export, schedule, set notifications, email reports, and more.

As part of your training, we verify that your SAP Crystal Server is fully functional prior to training. Here are a few verification services we provide:

Email Server Setup — We'll test scheduling Crystal Reports directly to your email
ODBC Setup — Setup ODBC connections. We'll test your production reports connect and run
Server Status — Verify servers are healthy and running so your Crystal Reports can schedule and view

Recent Customers

Orlando Health / City of Lincoln

HumanKind / JCA / Nieman Printing

Kootenai County / MUIR Enterprises

Health and Hospital / City of Birmingham

Levi County Dept of Public Safety

Phelps-Clifton Springs Central School District

Training Details

This 1-day On-Line SAP Crystal Server instructor-led course is designed to:

Teach Administrators how to setup and maintain SAP Crystal Server Users, Groups and Folders within a secure environment
Schedule Crystal Reports to email, save to folder, FTP and/or BI inbox
Teach end user portal access to view, print, export, and schedule reports securely

Dates	Time Zone	Price
Wed, Jun 24, 2026	Eastern/Central	$1095
Thu, Jun 25, 2026	Mountain/Pacific	$1095
Wed, Jul 8, 2026	Eastern/Central	$1095
Thu, Jul 9, 2026	Mountain/Pacific	$1095
Wed, Jul 22, 2026	Eastern/Central	$1095
Thu, Jul 23, 2026	Mountain/Pacific	$1095
Wed, Aug 12, 2026	Eastern/Central	$1095
Thu, Aug 13, 2026	Mountain/Pacific	$1095
Wed, Aug 26, 2026	Eastern/Central	$1095
Thu, Aug 27, 2026	Mountain/Pacific	$1095

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Training Times

Eastern / Mountain Time Zones - 9:30 a.m. - 4:30 p.m. (with lunch break)
Central / Pacific Time Zones - 8:30 a.m. - 3:30 p.m. (with lunch break)

Student Requirements

Training manual provided at no cost
Each student must have their own PC
Administrator access to the SAP Crystal Server
Each student must have write access to their local/Crystal Server drive
Telephone or VOIP via GoToMeeting

What We Do

We verify your SAP Crystal Server is set up correctly prior to training at no cost
We verify services, ODBC, scheduling, email, FTP, portal features and more are functional
We provide the training manuals and instructor

PDF Version

Accessing / Launching CMC
Understanding CMC navigation
Password Settings
Creating / Maintaining Groups and Security
Creating / Maintaining Users and Security
Adding Users to Groups
Creating / Maintaining Folders and Security
Providing Group Access to Folders
Organizing Crystal Reports in folders

Configuring Report Options - Default Prompts
Configuring Report Options - Format Output
Set Default Destinations (email, disk, FTP, BI inbox)
Scheduling - Create Report Instances
Verify Security via BI Launchpad
Publishing and Configuring Crystal Reports to CMC
Creating / Maintaining Events (Triggers)
Using Events in Scheduling
And much more

You pick the day (9 am Pacific, 10 am Mountain, 1 pm Central or 2 pm Eastern)

Our demonstrations are casual, 20-30 minute events designed to demonstrate the Crystal Server product and answer questions you may have.

See for yourself how a live instructor-led SAP Crystal Server training class uses web conferencing technology to make online training just as effective as traditional classroom training.

If you have at least 3 or more students, you might want to consider having us come to you. Complete the contact us form indicating what date you're interested in along with any questions you may have.