1. Canadian User Group Meeting Management Reporting

2. 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 – Example Cash Management Reporting Cash Management Report Setup

5. Standard Reports – Example Cash Management Reporting

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

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

9. Customized QRPs Extended Query Addition to a QRP

10. 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.

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

12. VISUAL Browser Export to Excel With 6.5.1

14. VISUAL Browser Quick Filters With 6.5.2

16. VISUAL Browser Search 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 Writer Example – Comparative Balance Sheet

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

20. VISUAL G/L Report Writer Example – 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 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.

23. Reports Pro User Interface

24. Reports Pro Delivering Crystal Reports / Drill-down Capabilities

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

28. MS-Office Integration VISUAL Reporting in Excel via Database Queries

29. Improved Data Visualization With MS-Office 2007

30. Sharepoint Integration VISUAL Reporting via Sharepoint Web Parts

31. Sharepoint Integration Customize Web Parts to access VISUAL

32. Sharepoint Integration Sharepoint 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