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Report Wizard C an you handle the Magic?. Agenda Benefits & FeaturesSample ReportsLicense Policy Why you need/ want the Report Wizard!

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Presentation on theme: "Report Wizard C an you handle the Magic?. Agenda Benefits & FeaturesSample ReportsLicense Policy Why you need/ want the Report Wizard!"— Presentation transcript:

1 Report Wizard C an you handle the Magic?

2 Agenda Benefits & FeaturesSample ReportsLicense Policy Why you need/ want the Report Wizard!

3 Be Fore-Warned It is not “magic” There IS a “way” and you Must Learn it! The Wizard supplements, not replaces, the SM report writer But, we DO think Matthew does kinda look like the Wizard!

4 Benefits & Features GUI Interface Uses real words for field names & symbols Build real time (dynamic) dashboards

5 Benefits & Features Built-in common Avery label sizes Easy grouping of data (with filtering options) Column widths auto adjust on the fly

6 Benefits & Features Output to Excel, Word, PDF Import and Export Reports (Shareable) One click reports ( for the report challenged)

7 Freakin’ Awesome! Schedule reports (auto email) Drilldown for detail Charts & Graphs Calculations on numeric fields Dashboards for the “Boss”

8 Sample Reports Name List (mailing) list Course Listing Roster Cross-Tab Reports Schedule Report for Email

9 What the Report Wizard is NOT! Not a replacement for the SM Report Writer Not capable of reporting on information that does not exist in SM Not a substitute for basic database understanding

10 License Issues: Creator vs. Viewer Administrator/Creator One concurrent user per license Build new reports Edit old reports Create Other Accounts (viewers) Assign Viewer Rights To set filters/sort To view, or not Report Viewer Can have as many as you want If given Permission Can add/edit queries Can change Sorts Run reports NOTE: (Anyone can Create/Edit Reports… but only ONE “Creator” at a time)

11 Pros & Cons (The way the boss thinks!) ConsPros Shorter Learning Curve Scheduled (email- able) reports Charts & Graphs & Dashboards It’s A ChangeExpense

12 Why you Need & Want the Wizard Build colorful charts & graphs (a picture is worth a thousand words!) Reports run on a schedule (and email themselves to those that want them!) Good for those who don’t want to learn the report writer (or have tried and given up)

13 Next steps Talk with your tech Make your list of pros (and cons) Talk with the “boss” Make your decision

14 The EOFY Deal Three Free Reports Three Hours of Webinar Training Meet the Wizard – Creating/Running quick reports Charts/Dashboard Reports Cross Tab Reports and Advanced Tips/Tricks Cost: $ 1,295 (Deal expires Sept 1st)

15 Questions chuck@aceware.comchuck@aceware.com800-925-2493 Join us in the forum! www.aceware.com/forumwww.aceware.com/forum

16 Find US Online! ACEware Systems Search for “ACEware Systems” Student Manager Help Software Updates CE Current Events Social Media Help Interesting Help Special Deals Event Updates Tutorials

17 IMPORT TOOLS July 17, 2013, 1:00 Central Time Join us for our next webinar


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