Peter Ward - Business Collaboration Manager
Tara May - Report Writer
July 15th 2009
The conference call dial in will be put on mute for the presentation
Q&A – We will have time at the end of the presentation for questions
A copy of the presentation is on my blog: www.wardpeter.com
How we want information now
Current GP/ CRM reports
This is not a tip session
We use information in 4 ways
Read it - report
Glance at it - dashboard
Today we store information in the wrong
Web 1.0 Web 2.0
Hi, have you
Hi, have you report
Rate It’s in my in
Save the files locally and post onto SharePoint when it’s a necessary
People still email everything around….all manually
All reports are in Excel files
The following quick win functionality is not being used:
2 click approaches
Everyone still asks for the reports…
Power user (Non technical)
Straight connection to the GP/CRM data schema or other data
No cube building
Reports can scheduled
Output is Excel or web page (SharePoint)
Excel or HTML (Excel saved as HTML)
All formatting, graphs, calculations, ALL EXCEL
Real-time access to data
Multi: Database, Dimension, Company, etc
Anything ODBC/OLE Compliant
Automated distribution with Jet Reports Scheduler
Integration with CRM/Great Plains and Customized databases
Simple and short implementation
Great Support and training.
Support site access for licensed designers.
Types of Users
Licensed Designer: Can Design and View Reports
Licensed Viewers: Can View Reports with Drilldown and Refresh.
Anyone can view static reports once they have been generated
Have access to the data
Ultimately set up the format and filtering on the reports and statements
Control what non-designers can see or run.
Jet Reports’ Viewers are licensed to run reports that Designers create,
Real time data within the database (refresh), directly in Excel/html.
Viewers are also able to change filters/parameters
Non design capabilities
Excel Users: Because all Jet Reports are Excel files, anyone with Excel can see a
report. For these users, reports will be static and will not be able to be refreshed.
For the demo, please observe:
Types of reports
Drill down functionality
Ease of use
Information that is available to the right people at the right time
The IT department is finances best friend
In fact the IT department is everyone's best friend
There are no surprises with performance
SharePoint has a self service model
Do you need SharePoint/Jet Reports for report writing?
Ask yourself ‘What is your almost certain predictable future with your
Greater demands from the business on performance indicators
Shorter time frames
This is a major win in any organization- to take you to the next level.