CRM reporting in SharePoint, with Jet Reports

1. Presented By
Peter Ward - Business Collaboration Manager
Tara May - Report Writer
July 15th 2009

2.  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

3.  Reporting information
 How we want information now
 Current GP/ CRM reports
 Jet Reports
 Demo
This is not a tip session

4.  We use information in 4 ways
 Read it - report
 Glance at it - dashboard
 Store it
 Ignore it
 Today we store information in the wrong
format

10. Web 1.0 Web 2.0
Hi, have you
CRM/GP
seen the
Hi, have you report
seen the
report
Database
Tag
Rate It’s in my in
GP/CRM box
Database
Hi, have
you seen
the report
Comment

11.  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:
 Alerts
 Workflows
 Dashboards
 2 click approaches
 Everyone still asks for the reports…

12. GP/CRM Data
Power user (Non technical)
Reporting tool
Straight connection to the GP/CRM data schema or other data
No cube building
Reports can scheduled
Output is Excel or web page (SharePoint)

13.  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

14. Designer:
Create reports
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.
Viewers:
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.

16. For the demo, please observe:
Types of reports
Webinized information
Drill down functionality
Ease of use

17.  Webinized information
 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

18.  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
organization’s reports?’
 More reports?
 Less resources
 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.

19.  InterDyn SharePoint/ Jet Report Quick Start
Program
 Jet Report Pricing / Promotions

20. Questions? http://cadbury.horizonextranet.com/
 Email : Peter.ward@interdyn.com
 www.wardpeter.com
 Phone: 212 502 3937
Microsoft confidential internal use only Be part of the experience