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Midwest User Group Meeting March 22 nd , 2011

Midwest User Group Meeting March 22 nd , 2011. Reporting Framework Overview. Presented by: Patrick Grace, QAD Pre-Sales Consultant E-mail: pgz@qad.com. Agenda. What are the challenges? QAD’s Reporting & Analysis Suite What is Reporting Framework? Layman’s View: How does it all work?

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Midwest User Group Meeting March 22 nd , 2011

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  1. Midwest User Group MeetingMarch 22nd, 2011 Reporting Framework Overview Presented by: Patrick Grace, QAD Pre-Sales Consultant E-mail: pgz@qad.com

  2. Agenda What are the challenges? QAD’s Reporting & Analysis Suite What is Reporting Framework? Layman’s View: How does it all work? Demonstration Summary & Benefits Questions

  3. Report Writing Humor!

  4. What’s the Challenges? “I need an easy to use tool to help me quickly create reports and forms in QAD!” “ Browses are great, but I need something with a little more oomph. I don’t know how to code in Progress!”

  5. QAD Business Intelligence Strategic Tactical • QAD Enterprise Applications • Inquiries & Standard Reports • Operational Metrics • Reporting Framework • Browses & Collections Operational QAD Reporting & Analysis Suite Executives CEO, CIO, CFO Dept. Managers Finance, Sales, … Operations Prod. Mgr Planners Warehouse Staff …

  6. What is Reporting Framework? • The QAD Reporting Framework is a powerful toolset included, free of charge, in QAD Standard Edition and Enterprise Edition. The QAD Reporting Framework enables users to create and run forms and reports. The framework includes an intuitive drag-and-drop designer, a viewer and a batch scheduler. It allows output to .PDF or Excel, is printer-enabled and supports barcode printing. • It is not intended to be an end user report writing tool, although power users may find it easy enough to use.

  7. Layman’s View Of Reporting Framework Data Source TAMO Report

  8. Report Framework Architecture • UI Viewer • PDF • Excel • User can send to printer • Reports can be scheduled • Defines what gets displayed where on the page • Created by report designer • WYSIWYG editor available in .NET UI • Banded layout model (like Crystal, Jasper) • Import/Export tool • Allows reports to be controlled as XML files • Useful for version control, deployment • Progress Program • Browse • Financial API

  9. QAD Report Server Architecture Report Rendered in .NET UI Report Server Document Service Report Batch Processor Windows Task Scheduler Printer Batch ID • Fires at time interval appropriate for batch queue • e.g. Daily, Weekly, Monthly • Runs Reports in Batch Queue • For each Report: • Queries Data Source • Renders Report Email Notifications

  10. Reporting Framework Demonstration

  11. Benefits & Summary • More efficient way to create reports & forms. Bridges the gap between Browses & Progress coding. • Potentially replace 3rd party reporting tools • Instant view of report design • Uses standard QAD role based security • Flexibility to change font types, font sizes, colors, graphics and calculations in a form or report • Embed advanced graphics • Barcodes, including support of the following codes: 39, 93, 128, I2of5, Codabar, PostNet, Ean13, Ean8, UpcA and QR • Charts • Images • Scheduling feature with user notifications

  12. Reporting Framework Questions?

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