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Management reporting

Report Writer

Report Writer

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Create reports quickly regardless of your technical know-how. Our report writer software offers you an effective tool that's sufficiently detailed when it needs to be, but simple to use.

Data dictionaries

You can put a report together in seconds with data dictionaries. This institutive tool lets you get the data you need instead of searching through technical data structures. Information is pre-grouped into relevant field names, which create a dictionary or list. This then allows you to select the appropriate field names, displayed in plain English, without needing to work out which data is held in which fields. Data dictionaries allow for all types of transactions to have reports generated on pre-grouped data.

Wizard design

Report writer is wizard-driven for ease of use. Select the fields you want to show in the report, and then highlight, drag-and-drop and re-order the fields as you go. Set the sort order and subtotals by analysis name or by transaction type. For example, you can easily report on how much your company has spent year-to-date with your suppliers. Calculated fields can be added as needed (e.g. a profit variance could be added) if the data dictionary doesn't contain the exact fields you want.

Parameters and criteria

With report writer, you can drill down to view transactions and create reports on demand. You control what information your report contains by setting parameters and search criteria - all within a few clicks. For example, you can set transactions to be between particular date ranges or use specific sort keys (e.g. by region/account) to select. Once set, you can then see the data in preview mode.

Flexible formats

Different formatting options are available, giving you full control over how the information is presented. You can change column size, align or remove columns, change sort orders, decrease decimal points and more. Different report styles - including graphs - are available so you can select the one that suits you and how you work. You can also decide which report titles, sub-titles, page sizes, header and footer options, logos and strapline you'd like shown in your report.

Reports can be printed, exported to Excel/Word/PDF or saved. The filing structure can be created just the way you want it - just give each report a name and description. Reports can be saved as public or private. This makes it easy to keep track of who can see what, whether it's people with the same security profile as you or a specific 'for your eyes only' report.

Easy access to reports

When you access the reporting tools, you've a choice between existing or new reports. Re-run reports at any time, and make changes as needed. Add new fields such as sub-totals, add parameters and then save it as a new report version. Existing reports can be moved between folder locations and flagged as favourites. Any reports you create can be output as Report Definition Language (RDL), which lets you import them into Microsoft Reporting Services or included as part of the management accounts compiled by our report pack creator.

 

Further information:

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