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Learning To Develop Your Own Reports In Enterprise 21

Thursday, February 19th, 2009 by Alex Smith

After the dust has settled from a software implementation and system users have become fully submersed in the various functions they perform on a day-to-day basis, one of the key areas of importance post go-live is to learn to develop personalized reports.

In Enterprise 21, reports can be generated in a variety of ways with each possessing varying degrees of difficulty and flexibility for customization. If you are only looking to export data out of the system and into a report, with appropriate security privileges you can simply click an icon that allows you to export the raw data that you are viewing directly into an Excel spreadsheet. The data you see in this report, however, is limited to the fields and data contained on the specific screen from which the data was exported.

The second way to generate your own reports in Enterprise 21 is to use the fully integrated business intelligence software. The business intelligence module is designed for users to view and track data residing primarily in Enterprise 21’s associated data warehouse in a variety of formats, including pie charts, bar charts, area charts, simple spreadsheets, a combination of graphs and spreadsheets, etc. With this reporting and analytical tool, users can “drill down” on information from high-level views to more detailed views, such as viewing sales over time to then viewing sales over time by customer or product.

A third way to generate reports in Enterprise 21 is through workbenches. Workbenches enable users to create and design their own inquiry screens without touching application source code. Users can choose any of a variety of fields to place on a given screen and then use these fields to generate data that can be put into reports in graphical or spreadsheet format. The benefit of using Enterprise 21’s workbenches to generate your own reports is two fold; first, the workbenches can be created on a user-by-user basis with no two workbenches being exactly the same, without touching application source code. Secondly, such a tool further alleviates users’ dependence on their software provider. The workbenches offer Enterprise 21 users a degree of independence on the part of the user after what was largely a dependent process in the software implementation project.

Finally, users can also be trained to develop reports using Crystal Reports. Depending on the complexities of the information contained in the report, this may or may not be an option for users looking to create reports without the help of a technical resource.

Having users within your organization learn to develop reports on their own is an essential part of the implementation process; remember, the implementation process does not end at go-live! In a world with routine (and lately, dramatic) price and market fluctuations, creating reports to track daily and weekly fluctuations and trends is vital to ongoing business success, planning, and forecasting.