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Choosing the Right Reporting Tool
Chris Liley, Consulting ManagerJeff Smith, Senior Client Success Manager
Agenda
•Reporting Trends
•Decision Factors
•Reporting Options
•Compare and Contrast
Trends in Reporting
Self Service Reporting•Development Standpoint•Report Generation Standpoint
Reporting through all levels of the organization
Where do we Begin?
How do I know which reporting tool is the right one?
1. Determine the report decision factors
2. Have knowledge of all available options
3. Understand the strengths and benefits of each option
Decision Factors
•Audience
•Data Source
• Latency
• Layout
• Interaction
• Security
• Infrastructure
•Proficiency
Audience
• Financial
•Operational
• Executive
• External
Data Source
•GP SQL tables
• Separate SQL database• CRM• Data Warehouse
• Excel / txt file
•Web Server
•Custom SQL table or view
Latency
Real Time• No latency, Immediately
Near Time• Refreshed at regular intervals (ex. every 30min)
Some Time• Refreshed at set intervals (ex.nightly)
Layout
•GP Window
• Formatted • Lines • Boxes• Shading
• Subtotals
•Visuals• Charts• Graphs
•Grid of data
Interaction
• Drill-through
• Filters
• Data Refresh
• Chart / Graph creation
Security
• GP
• Windows Authentication
• Outside Licensing
Infrastructure
• Inside GP
• Reporting Server
• Analysis Services
• ODBC
• Web Services
Proficiency
• End User
• Power User
• Developer
Reporting Tools
•Native GP• Inquiries• Reports• Word Templates
• SmartList• Smartlist Designer
• Smartlist/Excel Report Builder
• Management Reporter
• Analysis Cubes for Excel
• SQL Server Reporting Services (SSRS)
• Business Analyzer
• Power BI
• Dashboards
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Native GP - Inquiries
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Native GP - Inquiries
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Native GP - Reports
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Native GP - Reports
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Native GP – Word Templates
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Native GP – Word Templates
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Smart List Designer (or Builder)
Demo
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Smart List Designer (or Builder)
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Management Reporter
Demo
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Management Reporter
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Analysis Cubes for Excel
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Analysis Cubes for Excel
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SQL Reporting Services
Demo
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SQL Reporting Services
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Power BI
Demo
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Power BI
Corporate Performance Management
What if I need to do budgeting also?
• Adaptive Insights Suite – Adaptive Insights
• BI360 – Solver
• deFacto – deFacto Global
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Adaptive Insights
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BI360
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deFacto
Corporate Performance Management
Bringing it together • Now that we know our challenges and the strengths of each tool, we can now make good decisions on which tool will be the best choice for each situation.
•Receivables Historical Aged Trial Balance•Which customers owe me money?•Have my customers paid on time?
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Compare 1 - HATB
•Native GP: Yes, format is ugly
•SmartList: No, doesn’t have totals per customer
•Excel Report Builder: No, doesn’t have totals per customer
•Management Reporter: No, doesn’t have subledger information•ACE: Yes, but you cannot pick a different aging date (tied winner if
you want a visual summary first)
•SSRS: Yes – winner if you want all the details first•Power BI: Yes, but you cannot pick a different aging date (tied winner
if you want a visual summary first)
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HATB Solutions
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HATB – SSRS Solution
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HATB – Analysis Cubes Solution
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HATB – Power BI Solution
•Department based expenses•Which department is spending the most•Which expenses are the highest?
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Compare 2 – Department Expenses
•Native GP: No, no standard report exists•SmartList: No, doesn’t have totals per department•Excel Report Builder: No, doesn’t have totals per department•Management Reporter: Yes, as long as your department is a segment
of the account•ACE: Yes, fastest way to a chart or graph. Easy to transpose data to
view in a different way•SSRS: Yes, but it will need to be created by an SSRS creator or
developer•Power BI: Yes, but it will need to be created by an SSRS creator or
developer
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Department Expenses Solutions
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Department Expense –Analysis Cubes Solution
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Department Expense – SSRS Solution
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Department Expense –Management Reporter Solution
Thank You!
Chris Liley [email protected]
Jeff Smith [email protected]
Use these decision factors to decide the right reporting tools for your business:• Audience
• Data Source
• Latency
• Layout
• Interaction
• Security
• Infrastructure
• Proficiency
