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Manage-2000 Reporting

Manage-2000 Reporting. The different methods compared. The Reporting Methods. REPORT.BUILD IEP Source Code ODBC. Intro - REPORT.BUILD. Advantages Simple, easy to use. GUI Interface (IF EOT is enabled) Uses EOT Viewer for output. Allows user to copy data to external sources

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Manage-2000 Reporting

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  1. Manage-2000 Reporting The different methods compared.

  2. The Reporting Methods • REPORT.BUILD • IEP • Source Code • ODBC

  3. Intro - REPORT.BUILD • Advantages • Simple, easy to use. • GUI Interface (IF EOT is enabled) • Uses EOT Viewer for output. • Allows user to copy data to external sources • Allows user to change sort on the fly. • Allows user to format report (In EOT Viewer)

  4. Intro - REPORT.BUILD • Disadvantages • Can only select data from one source UniData file. • Can not do calculations on the fly (Without an I-DESC defined in the dictionary) • No real control over the printer when sending the output directly to a printer device. • Can not do advanced subtotal header or footer lines in report output.

  5. Intro - IEP • Advantages • Can select from multiple files (As defined in DICT.BUILD) • Can do ‘on the fly’ I-DESC or Calculations • Complete control over printed output. • Headers / Footers • Decimal Precision (Data has 4 decimals, you only want to see 2 decimals) • Formatting (“$” “,” “-”) • Can export to PC text files.

  6. Intro - IEP • Disadvantages • More difficult to use than REPORT.BUILD • Does not use EOT Viewer for output.

  7. Intro - Source Code Programs • Advantages • Complete, total control over all aspects. • Disadvantages (Depending on if you can write or modify code) • Cost to make changes to output.

  8. Intro - ODBC • Advantages • Integration with ODBC compliant systems . • Microsoft Excel • Microsoft Access • Disadvantages • I-DESC rendering can at times be slow. • Difficult to setup • VSG Views must be setup • SQL must be initialized

  9. IEP – REPORT.WRITER • Similar to REPORT.BUILD (Non EOT) • Automatically creates • DATA.SELECTION • TEMPLATE.BUILD • Compiles Code

  10. IEP – TABLE.WRITER • Similar to REPORT.WRITER • Creates report output similar to a Microsoft Excel Pivot Table. • Automatically creates • DATA.SELECTION • TEMPLATE.BUILD • Compiles Code

  11. IEP – ROI.CONNECTION • Creates text files and downloads them to your PC • Comma Delimited • Tab Delimited • User Defined Output Formats (IEP.FORMAT.BUILD) • For complex text file output consider using DBU. • Supports Header / Footer Layout • Subroutines can be attached to attributes.

  12. IEP – DATA.SELECTION • Defines what data you want. • Creates calculations • Links data among multiple files.

  13. IEP – TEMPLATE.BUILD • Defines the layout of the data gathered using the DATA.SELECTION • Formats data (Such as currency) • Defines Headers / Footers • Page • Line Level • Summary Page

  14. IEP – IEP.FUNCTION.BUILD • Combines a DATA.SELECTION with one or more TEMPLATE.BUILDs. • A DATA.SELECTION can be used by multiple TEMPLATES at the same time. • Multiple Functions can be created using the same DATA.SELECTION with different TEMPLATES.

  15. IEP – SBA • Used to take detail transactions (such as IT or SA records) and create summary records for use in DATA.SELECTION • Summary data is Period sensitive. • Users can define different calendars for definition of periods. (CALENDAR.BUILD)

  16. Finding your Data… • SHOW.NAMES • Allows you to navigate the module tree looking for the file you are looking for • SHOW.FILES • Allows you to search files based on criteria such as Module or File Use • DICT.INQ • Allows you to search the Dictionary of a file. • Also enables you to look at “Set” information.

  17. IEP Documents to review… • IEP.USER.SUMMARY • DATA.SELECTION Function Document • COPY.REPORTS

  18. IEP Demo • Create Sales Report Showing • Customer Number • Invoice / Sales Order Number • Part Number • Quantity • Sales • Invoice / Sales Order Date

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