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Archive for the ‘Product Integration’ Category

QuickBooks and CleverQ

January 5, 2013 Leave a comment

Intuit has provided an ODBC source called QODBC which is a data source interface to Quickbooks.   With this ODBC interface you can extract data from Quickbooks allowing reports and other information gathering applications to use the data.   A version of Sunset Reports is included in a product called CleverQ which can extract Quickbooks data in a different way and can provide dashboards, gauges, scorecards, charts, reports, and more.   It can also import data from Microsoft Excel, Access, and other compliant ODBC databases.  Click HERE to find out more.

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InfoPath

June 29, 2012 Leave a comment

Microsoft has a software product called “InfoPath” which is a program that allows you to create forms and provide forms to users to view, edit, and add data to some sort of database or data store.   This is a very versatile product and can provide a complete solution with Sunset Reports.   Use Infopath Designer to create the forms, and Infopath Filler to have users access the data using the forms.   Then with Sunset Reports connected to the same data store and you have a complete application.

There are numerous options for data stores.   Here are some screenshots taken from InfoPath to give you an idea of the choices.

Microsoft OneNote

June 25, 2012 Leave a comment

OneNote is a great program and is part of the Microsoft Office suite.   This program provides a notebook type interface with the ability to have all kinds of content.   You can integrate Sunset Reports output within OneNote is three different ways:

  • Link to a report file
  • Attach a report file
  • Insert a report printout

A very cool feature if you insert a report printout is the ability to have the content of the printout searchable by OneNote.   These powerful capabilities have all kinds of possibilities.

You can also send a report directly to OneNote.

End of the Geek Era

June 3, 2012 Leave a comment

A recent article titled “Cloud, iPad, and the end of the geek era” published on TechRepublic hits home for a lot of IT professionals.   The future is not about relying on the IT department.   Most people that need to get their work done, are doing it themselves.   That is why a product like Sunset Reports is a good choice for users who need to create reports from corporate data.   Recent posts here show how Sunset Reports integrates with the Cloud and the iPhone/iPad and also talk more about the IT department.

Cloud Storage

Use on Mobile Devices

Getting a Report via Text Message

IT Departments Should Not Write Reports for Users

End User Deployment by the IT Department

 

 

Product Integration

May 29, 2012 Leave a comment

In the last two posts about Quickbooks (CleverQ) and Medical Software (PsychNotesEMR) , you saw how Sunset Reports can enhance other software by providing a reporting solution.   Sunset Reports will enhance your software as well, by providing a complete reporting tool and information management solution.   To find out more contact us at Sales@SoftwareForProfessionals.com.

Medical Software

May 28, 2012 Leave a comment

Software for Professionals is a reseller of a medical software product called PsychNotesEMR.  This software package provides mental health professionals a complete solution for Electronic Medical Records (EMR), appointments, billing, claims, evaluations, progress notes, medications, and prescriptions.   Sunset Reports is an available add-on to this software and provides a means to custom design your own reports and documents.   To find out more, click HERE.

Business Dashboard

April 17, 2012 Leave a comment

To create a webpage that has several charts on it like a dashboard do the following:

If you start with a blank report, add all the data sources you need by choosing the “Add Data Source” menu item on the report designer. Then add one or more chart controls onto the report. Click on the chart smart tag on the top right if each chart and select the Data Source, Data Member, and Data Adapter. Do this for each chart. Run the chart wizard now to setup the chart. Arrange the charts so the report appears like a dashboard. You are now ready to go.

Your dashboard can include pivot tables as well as subreports.   There is no limit to the formatting options.   Then set it up to output in all kinds of different file formats and be sent to a website, FTP site, emailed, or other output option.

Note:  For a even more powerful Dashboard solution, check out CleverQ.   This product actually includes a version of Sunset Reports built-in.