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3 info into insight
 

3 info into insight

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  • Report Manager - Allows the creation of new reports, but ONLY from existing Accpac data sets. It also allows editing of existing standard reports including filtering and aggregating of data – which is licensed per workstation. It also supports auto-emailing reports, scheduling reports, and publishing report output to html for intranet/internet. This is what users get for free. So it replaces FRX and they get the additional functionality of report distribution options The next module is the Report Viewer – This allows users to run reports in real time, change report parameters at run time and drill-down to detail. Cannot edit or change reports and/or report templates. Similar to the FRx drill down viewer, they can change run time, but all they can do is run the report. Report Designer - The Designer is an extension to SAI module. This is the Excel Add in. The Designer allows you generate financial statements from predefined lists in seconds. The pre-defined lists are a starting point so you don’t have to create your own reports from scratch. You do however, have the option and ability to edit existing those reports, or you can create new financial layouts. This is done using drag and drop functionality, giving you total report design flexibility
  • The coolest module is the connector. This is your gateway that connects all the data in your entire system. It allows real time financial and non-financial consolidations as well as connectivity to any ODBC data sources i.e. CRM, HR, and additional ERP companies. It also facilitates creation of SQL queries using a graphical join tool. You can also create SQL expressions. For prospect demonstrations, this is the real ‘ooo’ ‘ahhh’ factor. And of course, security parameters flow from Accpac into SAI Those are all the modules, let’s loo at how those modules are structured…

3 info into insight 3 info into insight Presentation Transcript

  • Advanced Reporting: Turning Information into Insight Randy Bacchus Debbie Hill
  • Icon Component Description Report Manager Author (design, create) and run reports Report Viewer Run reports and drill down – no editing Security Manager Defines security for reports License Manager Manages licenses Connector Consolidations, Connect to additional databases and tables Report Designer Excel add-in that transforms raw data into financial layouts
    • Report Manager
      • Create new reports from existing data
      • Sort, filter, and aggregate data
      • Email, schedule, and publish reports
    • Report Viewer
      • Real time report execution with drill down capabilities
      • Change report parameters but cannot edit templates
    • Report Designer
      • Excel Add in
      • Immediately generate financial statements from predefined lists
      • Edit existing financial layouts using drag and drop functionality
        • Giving you total report design flexibility
      • Create new financial layouts
    • Connector
      • The gateway to source data for ease of reporting
      • Real time financial and non-financial consolidations
      • Connectivity to any ODBC data sources
    • Security
      • Control access to reports, connections, etc.
  • How many people will want to view/run reports? How many people will want to create/edit reports? Will you want to consolidate multiple companies? Will you want to connect to non-Sage Accpac databases? Simple drag and drop interface for creating any financial statements with ease Report Viewer License Report Manager License Connector Report Designer
  • Basic Report Design Databases Connector Report Manager Analysis Excel Workbooks Sage Accpac
    • Build connections to databases
    • Define data to be included (data containers)
    • Multiple drivers available
    • Predefined containers for Sage Accpac
    Sage Accpac Sage CRM
    • Design reports with data containers
    • Include sort, filter and parameter options
    • Include summation options
    • Manage and run reports to output to Excel workbooks
    Requires additional license if new containers are defined. Requires additional license to use OLAP cubes.
  • REPORT MANAGER CONNECTOR
  • Questions?
    • Thank you for attending this session.
    • Please remember to provide your feedback.
    • Contact Information:
    • Randy Bacchus
    • [email_address]
    • Debbie Hill
    • [email_address]
    • BAASS Business Solutions
    •  [email_address]
    •  866.260.5302
    •  www.baass.com