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Canadian User Group Meeting

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

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Canadian User Group Meeting

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  1. Canadian User Group Meeting Management Reporting

  2. 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

  3. Management Reporting • Standard VISUAL reports • VISUAL provides an extensive set of packaged reports that can be found through-out the system • For example …

  4. Standard Reports – ExampleCash Management Reporting Cash Management Report Setup

  5. Standard Reports – ExampleCash Management Reporting

  6. Standard Reports – ExampleCash Management Reporting

  7. Customized QRPs • VISUALs standard reports can be customized using, • Centura Report Builder, and • Extended Queries

  8. Customized QRPsReport Builder Enhanced with latest release - improving ease of use

  9. Customized QRPsExtended Query Addition to a QRP

  10. 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.

  11. VISUAL Browser • VISUAL Browser • The standard browser capability has always provided a method for quick reports. • 6.5.x provides enhanced capabilities. • For example …

  12. VISUAL BrowserExport to Excel With 6.5.1

  13. VISUAL BrowserExport to Excel With 6.5.1

  14. VISUAL BrowserQuick Filters With 6.5.2

  15. VISUAL BrowserQuick Filters With 6.5.2

  16. 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.

  17. VISUAL G/L Report Writer Use the Wizard to help with the initial report.

  18. VISUAL G/L Report WriterExample – Comparative Balance Sheet

  19. VISUAL G/L Report WriterExample – P&L Trend Report

  20. VISUAL G/L Report WriterExample – P&L with Prior Year / Budget / % Sales

  21. 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

  22. 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.

  23. Reports ProUser Interface

  24. Reports ProDelivering Crystal Reports / Drill-down Capabilities

  25. Reports ProDelivering Crystal Reports / Drill-down Capabilities

  26. Reports ProDelivering Crystal Reports / Drill-down Capabilities

  27. MS-Office IntegrationVISUAL Reporting via Database Queries Integrate with Microsoft Excel or Access for advanced reporting and data analysis

  28. MS-Office IntegrationVISUAL Reporting in Excel via Database Queries

  29. Improved Data Visualization With MS-Office 2007

  30. Sharepoint IntegrationVISUAL Reporting via Sharepoint Web Parts

  31. Sharepoint IntegrationCustomize Web Parts to access VISUAL

  32. Sharepoint IntegrationSharepoint MS-Office Pivot Table Web Parts

  33. 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

  34. ? Questions ?

  35. Canadian User Group Meeting Focus On Essentials

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