Leverage Zilliz Serverless - Up to 50X Saving for Your Vector Storage Cost
Crm Data To Share Point 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
5.
6.
7.
8.
9.
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.
15.
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.
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