Archive

Posts Tagged ‘Business Reporting’

Report History

June 21, 2012 Leave a comment
Here is a helpful hint if you want to keep a report history…  When Sunset Reports creates a report file from the Queue and Report Processor, you have an option to add a date time stamp as part of the filename.   If you include the date time stamp, files will not be overwritten and you can accumulate a history of a particular report.   Without the date time stamp, the files are overwritten and this is useful if you establish a shortcut to the file and want the shortcut to work all the time. Or if you are creating files that are part of a website, you will need to maintain the same filename for links to work.
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End-User Reporting

June 13, 2012 Leave a comment

“End-user computing” as defined by Wikipedia refers to “systems in which non-programmers can create working applications”.   End-user reporting is similar in concept in which non-programmers can create working reports.   Report designing is an application type by itself so whether you call it End-user computing or End-user reporting, you can be talking about the same thing.

Sunset Reports puts the report design, development, and deployment in the hands of the end user.   And with so many features, there is very little the end user will find that they are missing.   In fact, all the features may seem a bit overwhelming at first.   So we highly recommend end users take advantage of the Help and Support page on our website when they get started.

Writing Reports for Users

June 11, 2012 Leave a comment

In the article “10 tasks IT should consider handing off to someone else” by Scott Lowe, he covers a very important topic, “7: Writing reports for users… to a point”.   We would like to add to that discussion, that accomplishing this requires the non IT person needs a tool that can use and master.   We created Sunset Reports to be just that tool.  Several posts have already covered this topic and if you have not tried Sunset Reports yet, we encourage you to see how well it works.

Search our blog for the term “user” and you will see several posts relating to this subject.

Report Specification

June 2, 2012 Leave a comment

If a user is to request a report be designed, some questions must be asked by the designer in order to proceed.   The following list of questions can be used as a starting point for discussions when specifying a report:

  1. What is the purpose of the report?
  2. What skill level will be required to read the report?
  3. In what format(s) will the reports be generated?
  4. Who will the receipient(s) be receiving the report?
  5. What is the frequency of the report?
  6. If the report is stored in a repository, how long is the retention time of the report?
  7. What or where is the data source(s) of the report?
  8. What fields or columns will be used?
  9. What type of report will it be?  Columnar, Tabular, CrossTab, Detail, Summary, Charts, Labels, Form Letter, etc.
  10. What is the general content of the report?  Titles, Report Header, Page Header, Report Footer, Page Footer, Detail section, Subreports?
  11. What is the report orientation (Portrait, Landscape)?
  12. What page size should be used?  Margins?
  13. Are there any predefined templates to use?
  14. Are there any predefined style sheets to use?
  15. Are there any groupings for the report?  Contents of group header?  Contents of group footer?  Multigrouping?  Running Totals?
  16. Are there any paging requirements?  New page for groups?
  17. Is there any filtering?
  18. How is the data to be sorted?
  19. Is there any special requirements to emphasis the content of the report with fonts, color, shading, etc.?
  20. Will there be any user prompted parameters to control the content of the report?
  21. Are there any calculations to be performed?
  22. What data is to be summarized?
  23. Will there be any hyperlinks on the report?  Drilldowns?
  24. Will the report include a document map?
  25. Is there any security or permission considerations?

This list is far from complete, but it will give you a good start on the discussions that need to occur when specifying a report.

Purpose of Reports

June 1, 2012 Leave a comment

The content of a report should satisfy the information needs of the recipient.   Reports should be as complete and informative as possible.   Extranious information should be avoided so as not to confuse or distract the reader.   So what are the typical purposes of a report:

  • to analyze trends
  • to provide detailed data
  • to provide totals or statistical summaries
  • to identify exceptions
  • to assist in planning and control
  • to provide an audit trail

The frequency of a report is also tied to it’s content.   Monthly reports should be complete for the month(s) queried.   In general, when a date range is specified, it should be complete and not for a partial period.   This could cause a mis-interpreted analysis and ultimately incorrect decisions.

 

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.

Business Asset

May 26, 2012 Leave a comment

One of the most important assets in business is DATA and when the data is turned into INFORMATION, it becomes the primary asset of a business.   Transforming data from a variety of sources, making it accessible, and presenting it in a form that is useful is the main purpose of Sunset Reports.    Timely information and business intelligence in the right format gives managers the ability to

  • Make quicker decisions
  • Make smarter dicisions
  • Adapt to changes
  • Affect the bottom line

With Sunset Reports, you do not have to manually run reports, they can be delivered on demand or scheduled to occur on a recurring basis.    They can be delivered to a manager’s workstation or portable device like a smartphone or tablet.   They can show up on a website, email, or message.