Canadian User Group Meeting 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 – Example Cash Management Reporting Cash Management Report Setup

Standard Reports – Example Cash Management Reporting

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

Customized QRPs Report Builder Enhanced with latest release - improving ease of use

Customized QRPs Extended Query Addition to a QRP

Customized QRPs Report 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 –The standard browser capability has always provided a method for quick reports. –6.5.x provides enhanced capabilities. –For example …

VISUAL Browser Export to Excel With 6.5.1

VISUAL Browser Quick Filters With 6.5.2

VISUAL Browser Search Profile Saving With 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 Writer Example – Comparative Balance Sheet

VISUAL G/L Report Writer Example – P&L Trend Report

VISUAL G/L Report Writer Example – 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 Pro Executive 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 Pro User Interface

Reports Pro Delivering Crystal Reports / Drill-down Capabilities

MS-Office Integration VISUAL Reporting via Database Queries Integrate with Microsoft Excel or Access for advanced reporting and data analysis

MS-Office Integration VISUAL Reporting in Excel via Database Queries

Improved Data Visualization With MS-Office 2007

Sharepoint Integration VISUAL Reporting via Sharepoint Web Parts

Sharepoint Integration Customize Web Parts to access VISUAL

Sharepoint Integration Sharepoint 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 Focus On Essentials