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Interactive Reporting. Charles Fox, VP of Interactive Reporting Asia Pacific June 2008. Existing Business Issues. Today Lack of visibility into real-time corporate performance Problem Dependence on IT to develop customised reports for analytics

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interactive reporting

Interactive Reporting

Charles Fox, VP of Interactive Reporting Asia PacificJune 2008

existing business issues
Existing Business Issues
  • Today
    • Lack of visibility into real-time corporate performance
  • Problem
    • Dependence on IT to develop customised reports for analytics
    • Information is outdated and ‘flat’ vs. real-time and ‘interactive’
  • Solution
    • Single Interactive User Interface for Analysing Data
reporting systems
Reporting Systems


Fixed, known formats, infrequent

variations, multiple fonts & logos.

Output Documents:

Invoices, Purchase Orders,

Checks, Receipts.


Sales, Purchasing,

Productivity, Inventory.

Dynamic, ad-hoc, drill-down,

customisable, requirements

are user specific.

Internal Reports:

Listings, Audit Trails,

Transaction Logs.

Fixed formats,

minor variations.

most erp s do great
Most ERP’s do great
  • Form Reports
    • Sales Invoices, Purchase Orders…
  • Systematic Reports
    • Ageing, Lists…
traditional analytical reports
Traditional Analytical Reports

Traditional Reporting Systems are inadequate for analysing your data.

A Perfectly Good Report?

Fixed Period

Fixed Grouping

Fixed Sorting

No drill-down

Fixed Totals

cost vs benefits
Cost vs. Benefits
  • Many BI tools have Analytics
  • Cost to Implement and Develop vary
  • Some tools – Extensivetraining and development
  • Man months to specify and develop
  • Building Cubes or Datamarts is very expensive
  • Long Return on Investment
  • Inflexible – not nimble

Only cost justifiable / viable for large static

Analytical needs

what about ancillary systems
What about Ancillary Systems?
  • Many clients have ancillary systems
    • Scheduling, Tracking, Operational…
  • Many systems = Many Databases = Often Unique
  • Complex Cubes / Datamarts not cost justifiable
so we have a problem
So we have a problem
  • These important systems operate without decision support
  • “It’s not measured and so it’s not managed”

Vital line of business systems without

proper Business Intelligence

the solution
The Solution

Buy a Reporting Tool!

interactive reporting benefits
Interactive Reporting Benefits
  • Pre-built templates to simplify implementation
    • Sales, Services, Jobs, Purchasing, Inventory, Time Billing
  • Simple Mapping : Template to Data
  • Fast implementation – days, not weeks or months
  • Nimble development
  • Web-based – no client install
  • Database and Vendor Independent
benefits continued
Benefits Continued…
  • Faster ROI with faster implementation
  • Changes in Strategy and KPI
    • Quickly change your Analytical Views
  • Low Cost Implementation
    • Across the board affordability
  • Graphics and Interactivity
    • Dashboard and Analytics in one product
sales performance example
Sales Performance Example

KPI Salesperson profit margin must be > 25%

Below KPI

switch from graph to table
Switch from Graph to Table

Drill through

Overall 22.03% margin

It’s below 25%

drill down to customer
Drill-down to Customer

Drill through

Negative margin

drill to item sale
Drill to Item Sale

Drill through

Sold below cost!

drill to invoice
Drill to Invoice

Analysis Tools Allow Discovery.

This helps determine what action to take.

Actual Invoice

product demonstration
Product Demonstration

USA 800 370 9886

Australia +61 2 9460 1422

Ireland +353 21 485 0455

Malaysia +60 3 2095 1069