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Experts in Business and Financial Systems
Introductions
Overview
Detailed pros and cons
Demonstrations
Summary
Round table discussion
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• Original tool
• Proprietary
• Lists
• Exports
• Required for Word
Templates
• GP user security
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• Financial reporting tool
• Drilldown to detail
• Web viewer
• Security
• Licensing
Quickly create a chart based upon report rows and columns
Chart entire rows, or entire columns 5 chart types – bar, column, line, pie
and area Saved with report Chart at all levels of report Copy and paste charts into
presentations or other applications
Collaborate on a report by
providing a link to current
report and selected row
when launching instant
messenger client from within
a report Instant message
Message contains context -- name of
report, report row and link URL to open
report
Support for Microsoft Lync™ 2010
Jump to key areas of
report for fast analysis Auto-generated for Financial level
reports for each level of tree
Description, Calculation, Total and
Text rows with no format codes and
no Financial Data links
Easily page within report
Find a key value in a report, such as
account value or description
Personalized and secured view of data for all
output types Publish out one file for all your users
Each user only sees information in that report that they should
see, based upon security
More secured report output options
Publish to a read-only (.xps) report format
Publish a personalized Microsoft Excel (.xlsx) file
More report distribution flexibility Schedule reports to generate on a periodic basis
Publish reports to multiple SharePoint or any network
location
Drill to Detail
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• Ad hoc queries
• Exportable
• Macros
• Excel
• Limited data
• Limited filters
• Performance limits
• Static
• GP user security
• GP Reminders
Smartlist Reminder
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• External
• Exportable
• Security
• Customizable
• Business Analyzer
SSRS Export
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• Dynamic
• External
• Live
• Excel
• Limited data
• No security
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• Data warehouse
• Limited datasets
• Normalized
• Time sensitive
• Three dimensional
• Needs front end
• Security
• Powerful
• Customizable
Sales Analysis
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
Crystal Reports
SmartView
Power Pivot
Forms Printer
Dynamics Report Manager
Cognos etc…
• GP external documents
• Requires Report Writer
• Email delivery
• Formatting
• GP user security
Word Template Setup
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Ad hoc queries
• Exportable
• Macros
• Excel
• Unlimited Limited data
• Limited filters
• Performance limits
• Static
• GP user security
• GP Reminders
• Customizable
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Dynamic
• External
• Live
• Excel
• Unlimited Limited data
• No security
• Customizable
Excel Dashboard
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• All GP external
documents
• Requires Report Writer
• Email delivery
• Formatting
• GP user security
• Customizable
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Ad hoc queries
• Exportable
• Macros
• Excel
• Unlimited Limited data
• Unlimited Limited filters
• Performance limits
• Static
• GP user security
• Available in and out of
GP
• Subtotals, totals, groups
SmartView
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Excel-based
• Millions of lines of data
• Performance
• Connect to anything
• Mix multiple sources
• Pivot formulas
PowerPivot
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Replaces GP reports
• Crystal, SSRS, Word,
Excel, MR
• Full access to note fields
• Full access to third
parties
• Delivery functions
• Customer/vendor
control
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Any reports
• Any application
• Formatting
• Attachments
• Delivery functions
• Archiving functions
Spindle
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• Used to be packaged
• No longer supported
• Still works
• Lots of experience
• Static reports
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
• SQL database
• Anything ODBC or
equivalent
• Use GP data warehouse
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
OUT OF THE BOX THIRD PARTY
Report Writer
Management Reporter/FRx
Smartlists w/Export
Solutions
SQL Server Reporting
Services (SSRS)
Excel Reports
Analysis Cubes
Word Templates
Smartlist Builder
Excel Report Builder
Word Template Builder
SmartView
Power Pivot
Dynamics Report Manager
Spindle
Crystal Reports
Cognos etc…
Module Availability Use
Management Reporter GP Financial reporting
Drill to detail
Web access
Security
Smartlists w/Smartlist Builder
and SmartView
GP/third parties Accessibility
Ad hoc queries
Reminders
SQL Reporting Services GP GP listing reports
Accessibility
Exports
Excel Reports w/Excel Report
Builder
GP/third party Simple dashboarding
Analysis Cubes w/Power Pivot GP/free MS add-in Data manipulation
Spindle Third party Formatting
Delivery
Archiving
