interactive reporting technology overview john sullivan, ceo of interactive reporting june 2008

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Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

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Page 1: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Interactive Reporting Technology Overview

John Sullivan, CEO of Interactive ReportingJune 2008

Page 2: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Technology Overview

Interactive Reporting Enterprise Server

Interactive Reporting Enterprise Server

SQL Server

Reports / Mapping

s

Report Generato

r

Oracle

DB2

Query Engine

Template Library

Page 3: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Server Platforms

Windows Server 2008

Windows Server 2003

Windows Server 2000

Windows Vista

Windows XP

Windows 2000

Page 4: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Supported Databases

Access

DB2

Excel

Faircom

Firebird

Foxpro

Informix

Interbase

MySQL

Oracle

PervasiveSQL

Postgress

Redbrick

SQL Server

Page 5: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Establishing an ODBC Connection

Page 6: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Report Template Definitions

1. Variables (Numeric or Currency Quantities) Cost, Currency, Price, Qty

2. Calculated Variables (Report Formulas) e.g. Total Sales = Sum (Qty * Price * Currency)

3. Lookups (Report Dimensions) Customer, Date, Invoice, Item, Salesperson, Region

etc.

Page 7: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Creating a Report Template

Page 8: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Mapping Overview

Page 9: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Creating a Mapping

Page 10: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

System Settings

Session Timeouts

Character Set

Calendar Settings

Email Settings

General Preferences

Page 11: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

User Management

Built-in Security Model

Microsoft Active Directory Support

User Level – Beginner, Intermediate or Advanced

Set User Access Levels

Specify User Groups

Restrict to IP Address

Page 12: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Example of User Access Roles

Data Warehouse

Restricted View

CEO• Full access to all reports• Full view of dataset

Full Access

Sales Rep• Limited access reports• Limited view of dataset

Regional Manager• Limited access to reports• Limited view of dataset

Page 13: Interactive Reporting Technology Overview John Sullivan, CEO of Interactive Reporting June 2008

Q&A

Any Questions?