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Interactive Reporting Technology Overview

Interactive Reporting Technology Overview. John Sullivan, CEO of Interactive Reporting June 2008. Technology Overview. Interactive Reporting Enterprise Server. DB2. Reports / Mappings. Report Generator. Query Engine. SQL Server. Template Library. Oracle. Server Platforms.

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Interactive Reporting Technology Overview

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  1. Interactive Reporting Technology Overview John Sullivan, CEO of Interactive ReportingJune 2008

  2. Technology Overview Interactive Reporting Enterprise Server DB2 Reports / Mappings Report Generator Query Engine SQL Server Template Library Oracle

  3. Server Platforms • Windows Server 2008 • Windows Server 2003 • Windows Server 2000 • Windows Vista • Windows XP • Windows 2000

  4. Supported Databases • Access • DB2 • Excel • Faircom • Firebird • Foxpro • Informix • Interbase • MySQL • Oracle • PervasiveSQL • Postgress • Redbrick • SQL Server

  5. Establishing an ODBC Connection

  6. Report Template Definitions • Variables (Numeric or Currency Quantities) • Cost, Currency, Price, Qty • Calculated Variables (Report Formulas) • e.g. Total Sales = Sum (Qty * Price * Currency) • Lookups (Report Dimensions) • Customer, Date, Invoice, Item, Salesperson, Region etc.

  7. Creating a Report Template

  8. Mapping Overview

  9. Creating a Mapping

  10. System Settings • Session Timeouts • Character Set • Calendar Settings • Email Settings • General Preferences

  11. 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

  12. Example of User Access Roles • 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 Restricted View Restricted View Data Warehouse

  13. Q&A Any Questions?

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