Experts in Business and Financial Systems

Transcription

1 Experts in Business and Financial Systems

2 Introductions Overview Detailed pros and cons Demonstrations Summary Round table discussion

3 OUT OF THE BOX THIRD PARTY Report Writer Smartlist Builder Management Reporter/FRx Excel Report Builder Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

4 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Original tool Proprietary Lists Smartlist Builder Exports Excel Report Builder Required Word Template for Word Builder Templates Crystal Reports GP SmartView user security Power Pivot Forms Printer Dynamics Report Manager Cognos etc

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6 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Financial reporting tool Drilldown to detail Web Smartlist viewer Builder Security Excel Report Builder Licensing Word Template Builder Crystal Reports SmartView Power Pivot Forms Printer Dynamics Report Manager Cognos etc

7 Quickly create a chart based upon report rows and columns Chart entire rows, or entire columns 5 chart types bar, column, line, pie and area Saved with report Chart at all levels of report Copy and paste charts into presentations or other applications

8 Collaborate on a report by providing a link to current report and selected row when launching instant messenger client from within a report Instant message Message contains context -- name of report, report row and link URL to open report Support for Microsoft Lync 2010

9 Jump to key areas of report for fast analysis Auto-generated for Financial level reports for each level of tree Description, Calculation, Total and Text rows with no format codes and no Financial Data links Easily page within report Find a key value in a report, such as account value or description

10 Personalized and secured view of data for all output types Publish out one file for all your users Each user only sees information in that report that they should see, based upon security

11 More secured report output options Publish to a read-only (.xps) report format Publish a personalized Microsoft Excel (.xlsx) file

12 More report distribution flexibility Schedule reports to generate on a periodic basis Publish reports to multiple SharePoint or any network location

13 Drill to Detail

14 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Ad hoc queries Exportable Macros Smartlist Builder Excel Excel Report Builder Limited Word Template data Builder Limited Crystal filters Reports Performance SmartView limits Static GP Power user security Pivot GP Forms Reminders Printer Dynamics Report Manager Cognos etc

15 Smartlist Reminder

16 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY External Exportable Security Smartlist Builder Customizable Excel Report Builder Business Word Template Analyzer Builder Crystal Reports SmartView Power Pivot Forms Printer Dynamics Report Manager Cognos etc

17 SSRS Export

18 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Dynamic External Live Smartlist Builder Excel Excel Report Builder Limited Word Template data Builder No Crystal security Reports SmartView Power Pivot Forms Printer Dynamics Report Manager Cognos etc

19 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Data warehouse Limited Smartlist datasets Builder Normalized Excel Report Builder Time Word sensitive Template Builder Three Crystal dimensional Reports Needs SmartView front end Security Powerful Power Pivot Customizable Forms Printer Dynamics Report Manager Cognos etc

20 Sales Analysis

21 OUT OF THE BOX Report Writer Management Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY GP external documents Requires Report Writer Smartlist delivery Builder Formatting Excel Report Builder GP Word user Template security Builder Crystal Reports SmartView Power Pivot Forms Printer Dynamics Report Manager Cognos etc

22 Word Template Setup

23 OUT OF THE BOX Ad hoc queries Exportable Macros Report Writer Excel Management Reporter/FRx Unlimited Smartlists w/export Limited data Limited Solutions filters Performance SQL Server Reporting limits Static Services (SSRS) GP Excel user Reports security GP Reminders Customizable Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

24 OUT OF THE BOX Dynamic External Live Report Writer Excel Management Reporter/FRx Unlimited Smartlists w/export Limited data No Solutions security Customizable SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

25 Excel Dashboard

26 OUT OF THE BOX All GP external documents Requires Report Writer Report Writer Management deliveryreporter/frx Formatting Smartlists w/export GP Solutions user security Customizable SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

27 OUT OF THE BOX Ad hoc queries Exportable Macros Report Writer Excel Management Reporter/FRx Unlimited SmartlistsLimited w/export data Unlimited Solutions Limited filters Performance SQL Server Reporting limits Static Services (SSRS) GP Excel user Reports security Available in and out of GP Analysis Cubes Subtotals, Word Templates totals, groups THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

28 SmartView

29 OUT OF THE BOX Excel-based Millions of lines of data Performance Report Writer Connect Management to anything Reporter/FRx Mix Smartlists multiple w/export sources Pivot Solutions formulas SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

30 PowerPivot

31 OUT OF THE BOX Replaces GP reports Crystal, SSRS, Word, Excel, Report MR Writer Full Management access to Reporter/FRx note fields Full Smartlists access w/export to third parties Solutions Delivery SQL Server functions Reporting Customer/vendor Services (SSRS) control Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

32 OUT OF THE BOX Any reports Any application Formatting Report Writer Attachments Management Reporter/FRx Delivery Smartlists functions w/export Archiving Solutions functions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

33 Spindle

34 OUT OF THE BOX Used to be packaged No longer supported Still Report works Writer Lots Management of experience Reporter/FRx Static Smartlists reports w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

35 OUT OF THE BOX SQL database Anything ODBC or equivalent Report Writer Use Management GP data warehouse Reporter/FRx Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates THIRD PARTY Smartlist Builder Excel Report Builder Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

36 OUT OF THE BOX THIRD PARTY Report Writer Smartlist Builder Management Reporter/FRx Excel Report Builder Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

37 OUT OF THE BOX THIRD PARTY Report Writer Smartlist Builder Management Reporter/FRx Excel Report Builder Smartlists w/export Solutions SQL Server Reporting Services (SSRS) Excel Reports Analysis Cubes Word Templates Word Template Builder SmartView Power Pivot Dynamics Report Manager Spindle Crystal Reports Cognos etc

38 Module Availability Use Management Reporter GP Financial reporting Drill to detail Web access Security Smartlists w/smartlist Builder and SmartView GP/third parties Accessibility Ad hoc queries Reminders SQL Reporting Services GP GP listing reports Accessibility Exports Excel Reports w/excel Report Builder GP/third party Simple dashboarding Analysis Cubes w/power Pivot GP/free MS add-in Data manipulation Spindle Third party Formatting Delivery Archiving