canadian user group meeting management reporting
TRANSCRIPT
Canadian User Group Meeting
Management Reporting
Management Reporting
• VISUAL reporting options– Standard management / operations reports– Customized QRPs– VISUAL browsers– G/L Report Wizard
• Extending VISUAL management reporting– Executive Ticker– Crystal Reports– MS-Office– Sharepoint MS-Office web parts
Management Reporting
• Standard VISUAL reports– VISUAL provides an
extensive set of packaged reports that can be found through-out the system
– For example …
Standard Reports – ExampleCash Management Reporting
Cash Management Report Setup
Standard Reports – ExampleCash Management Reporting
Standard Reports – ExampleCash Management Reporting
Customized QRPs
• VISUALs standard reports can be customized using,– Centura Report Builder, and– Extended Queries
Customized QRPsReport Builder
Enhanced with latest release -
improving ease of use
Customized QRPsExtended Query Addition to a QRP
Customized QRPsReport Builder / Extended Queries
♪ Tip: Avoid “Mismatch” errors - Don’t forget to compare and match your custom reports and forms with the VISUAL standard QRPs.
VISUAL Browser
• VISUAL Browser– The standard browser
capability has always provided a method for quick reports.
– 6.5.x provides enhanced capabilities.
– For example …
VISUAL BrowserExport to Excel With 6.5.1
VISUAL BrowserExport to Excel With 6.5.1
VISUAL BrowserQuick Filters With 6.5.2
VISUAL BrowserQuick Filters With 6.5.2
VISUAL BrowserSearch Profile Saving With 6.5.2
• Browser Filter Profiles– Save your queries.– Saves search details,
columns included and column positioning.
– Use for regular reporting or exports to Excel.
VISUAL G/L Report Writer
Use the Wizard to help with the initial report.
VISUAL G/L Report WriterExample – Comparative Balance Sheet
VISUAL G/L Report WriterExample – P&L Trend Report
VISUAL G/L Report WriterExample – P&L with Prior Year / Budget / % Sales
Management Reporting
• Many options exist for extending the reporting capabilities of VISUAL.
• Examples shown here– Executive Ticker– Crystal Reports– MS-Office– Sharepoint MS-Office web parts
Reports ProExecutive Ticker
• Customizable KPIs can be delivered via the Reports Pro Ticker.
• Update frequency controlled by the application.
• Will run with or without Reports Pro left open.
Reports ProUser Interface
Reports ProDelivering Crystal Reports / Drill-down Capabilities
Reports ProDelivering Crystal Reports / Drill-down Capabilities
Reports ProDelivering Crystal Reports / Drill-down Capabilities
MS-Office IntegrationVISUAL Reporting via Database Queries
Integrate with Microsoft Excel or
Access for advanced reporting and data
analysis
MS-Office IntegrationVISUAL Reporting in Excel via Database Queries
Improved Data Visualization With MS-Office 2007
Sharepoint IntegrationVISUAL Reporting via Sharepoint Web Parts
Sharepoint IntegrationCustomize Web Parts to access VISUAL
Sharepoint IntegrationSharepoint MS-Office Pivot Table Web Parts
Management Reporting
• VISUAL reporting options– Standard management / operations reports– Customized QRPs– VISUAL browsers– G/L Report Wizard
• Extending VISUAL management reporting– Executive Ticker– Crystal Reports– MS-Office– Sharepoint MS-Office web parts
? Questions ?
Canadian User Group Meeting
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