Business Reports Samples
business reports samples
Review of Windward Reports AutoTag Max
Getting AutoTag Max installed was a lot easier than a lot of the other software I use. The instructions guide you step-by-step through installing the components, which includes Microsoft SQL Server 2008 Express Edition. Then you install the 40 MB package by following the free online documentation. Free documentation might seem like a big deal, but some companies charge you for it.
One of the biggest expenses in the report creation process correlates to the design tool’s ease-of-use. Because AutoTag is an add-in to Microsoft Office report creation was a much simpler process than with the other tools we evaluated. We were able to immediately start designing report templates after installation. We simply opened Word and began adding what we needed to the template.Because we already were familiar with the design interface, it took us much less time to master. Nearly all the features in Office were available to us, with the exception of some minor formatting tools.
One of the features that stood out was charting. Reporting programs often stumble with charting, but this is another area where Windward stood strong. The charts were easy to create, had a wide range of layout and theme options, and were accompanied by solid examples in the sample templates and written documentation. We also designed a few reports in Excel, which ran just as smooth. Of particular note was the ability to use Excel’s dynamic formulas, which expanded intuitively with our data.
Connecting to datasources was a simple process. We launched the connection window and chose the appropriate database from a list of the databases handled: SQL Server, Oracle, DB2, MySql, PostgreSQL, OleDB, ODBC, or any other ADO.NET provider installed. You can also use XML file and Excel spreadsheet data sources, and you can connect to them in any order. The system searched for matching databases and presented us with a list, and it saved the most recent connections in a drop-down menu. After testing our connection with a button click, we began designing our reports.
Up until now, everything we’ve talked about is in both AutoTag and AutoTag Max, but here are a couple features available only in AutoTag Max:
When running reports on different sets of data, we were pleased to find that we didn’t need to pore over our templates looking for tags containing variables. There’s a “Prepare Template” tool that did that for us automatically. It presented us with a list of undefined variables in the template, and we set default values and parameters for each variable. When we then ran our report, we were prompted in one easy step to enter our variables.
One of the coolest things is scheduling reports to run automatically, and the scheduling options are almost limitless: daily, monthly, weekly, yearly, with numerous options in each category. Plus, we could choose whether to email, save, or print the reports. The software also includes a Report Mananger that lets you tell at a glance what reports we had scheduled, how often they would run, and when they would run next.
Support is probably one of the best reasons to work with Windward. The detailed documentation covers everything from installation to program use to sys admin maintenance, and there are also short “getting started” guides that helped us get up and running quickly. The website offers written tutorials, video demonstrations, and paid support. All our questions were responded to within a couple of hours and the support team bent over backwards to get our templates working properly.
Overall AutoTag Max was the best reporting tool we evaluated and will now be implemented across our entire business platform. The slick report design and ease-of-use were big selling points along with their diligent support staff. I would recommended going with Windward to any business professional in the market for reporting software and solutions.
About the Author
I need to find a sight that amples of Insurance Agency Reports, such as Lost Business & Expirations?
I work for an small insurance agency and I was given the task of creating reports. I am trying to research specific reports relating to insurance agencies as far as what they should look like, what data needs to be pulled from the system and included on each of them and what issues I might need to be aware of while creating each report. The reports I am researching this week are Lost Buisness Report; Expirations Report, Production Credit Report and Book of Business Report.
If anybody has ANY ideas of where i can locate this type of information, I would appreciate it. Even if I had to buy a book with some samples, that would work too.
Please help!
I have searched AND SEARCHED the internet for any of these or similar style insurance reports with absolutely no luck at all. I just need some ideas to get me started.
??? Whatever agency management system your office uses should generate these reports with a push of the button.
Data in these reports varies by vendor.
|
|
QuickBooks Premier Industry Editions 2012 [Download] $245.40 New to QuickBooks? Find out why QuickBooks is the #1 best selling small business accounting software¹. Set up in minutes, easy to learn and use No accounting knowledge necessary Quickly import your data from a spreadsheet2 Step-by-step tutorials and industry-specific coaching tips show you how to create invoices, record expenses and more Try out sample files for you business type Special of… |
|
|
QuickBooks Premier 2012 $245.40 New to QuickBooks? Find out why QuickBooks is the #1 best selling small business accounting software¹. Set up in minutes, easy to learn and use No accounting knowledge necessary Quickly import your data from a spreadsheet2 Step-by-step tutorials and industry-specific coaching tips show you how to create invoices, record expenses and more Try out sample files for you business type Special of… |
|
|
iBank 4 for Mac [Download] $47.24 iBank 4 The Gold Standard for Mac Money Management iBank 4 delivers a new standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, track your investments, maintain budgets, and manage your credit cards, savings, checking and loans–all in an easy, powerful, familiar Mac interface. Sample Income and Expense Report View larger. Features Set up in a … |
|
|
Filemaker Pro 11 $261.99 FileMaker Pro is powerful, easy-to-use database software that helps you and your team get any type of task done faster. Millions of people in business, government, and education use FileMaker Pro to effortlessly manage all their information on Windows, Mac, and the web. Create custom databases for your own unique needs. Click to enlarge. … |
|
|
NeatReceipts Scanalizer Professional 2.5 Mobile Scanner and Software $165.99 Amazon.com Product Description Please note: A 3.0 software upgrade for the NeatReceipts Scanalizer will be released on October 15, 2007. You may purchase the software upgrade at the NeatReceipts website: Neatreceipts.com/Upgrade NeatReceipts Version 2.5 Professional is the easiest way for individuals and small businesses to manage expenses, prepare for taxes, create expense reports, and scan busin… |
|
|
Microsoft Visio Professional 2007 [OLD VERSION] $342.99 Microsoft Visio Professional 2007 Win 32 DVD… |
|
|
The First 90 Days: Critical Success Strategies for New Leaders at All Levels $15.88 GREAT CONDITION, WILL SHIP FAST!… |
|
|
How to Become Smarter $0.99 This book describes techniques for improving mental abilities. Some of the things it can help you to achieve include the following: Depending on circumstances, use different lifestyles that improve one or another mental function.Experience euphoria without drugs and come up with new ideas, when needed.Slow down and prevent yourself from making rash, impulsive decisions, when necessary.Sharpen your… |
|
|
Financial Statements: A Step-by-Step Guide to Understanding and Creating Financial Reports $11.22 Now the best-selling book of its kind has gotten even better.This revised and expanded second edition of Ittelson’s master work will give you that firm grasp of “the numbers” necessary for business success. With more than 100,000 copies in print, Financial Statements is a perfect introduction to financial accounting for non-financial managers, stock-market investors, undergraduate business and MBA… |
|
|
Business Objects Crystal Reports v.10.0 $459.99 1 Named User 7090240 Business Objects Business Objects SA Crystal Reports v.10.0 License PC Software Licensing www.businessobjects.com |
|
|
Business Objects Crystal Reports 2008 $459.99 1 Named User 7090243 Empower end users to explore reports interactively: Xcelsius Integration Adobe Flex Integration Parameter Panel Interactive Report Viewing Create compelling reports with stunning visualizations: Flash Integration Powerful Crosstabs Flexible Pagination Develop Powerful Data Mashups: Xcelsius, Adobe Flex, and Adobe Flash Integration Enhanced Web Services Data Driver Save Valuable Report Design Time: Built-in Barcode Support Enhanced Designer Features Single Edition Multilingual Reporting Reduced Install Footprint Hyperlinking Wizard Enjoy Comprehensive Report Deployment Options: Save reports directly to crystalreports.com Integrated SalesForce.com Driver Improved XML Exporting NET Report Modification SDK Advanced Report Publishing Processor: Intel Pentium III or equivalent Operating System: Windows XP with Service Pack 2 Windows Server 2003 with Service Pack 1, or later Hard Disk: 300MB available space (600MB recommended with Visual Studio .NET integration) Memory: 256MB RAM (512MB RAM recommended) Others: Visual Studio 2008, 2005 and 2003 Crystal Reports 2008 is a powerful, dynamic, actionable reporting solution that helps you design, explore, visualize, and deliver reports via the web or embedded in enterprise applications. It enables end users to consume reports with stunning visualizations, conduct on-report business modeling, and execute decisions instantly from the report itself-reducing dependency on IT and developers. Business Objects Business Objects SA CD-ROM Complete Product Crystal Reports 2008 Database Database Reporting Not Applicable PC Retail Software Standard Windows www.businessobjects.com |
|
|
Business Objects Crystal Reports XI Developer Edition $547.99 1 Named User 7090241 Processor: Pentium II Operating System: Windows 2000 with Service Pack 4 Windows XP Hard Disk: 350MB Memory: 128MB RAM A world standard for enterprise reporting, Crystal Reports from Business Objects, an SAP company, is an intuitive reporting solution that helps you rapidly create flexible, feature-rich, high-fidelity reports and tightly integrate them into your web and windows applications. Business Objects Business Objects SA CD-ROM Complete Product Crystal Reports XI Developer Edition Crystal Reports v.XI Developer Edition Database Database Reporting Not Applicable PC Retail Software Standard Windows www.businessobjects.com |
|
|
Contemporary Business Reports $173.26 No Synopsis Available |
|
|
Business Reports in English, by Comfort $30.78 This book is in Used condition |
|
|
Writing Business Letters and Reports $33.1 No Synopsis Available |
|
|
Business Documents and Reports $15.6 No Synopsis Available |
|
|
Business Reports – Investigation and Presentation $42.83 No Synopsis Available |
|
|
Business Objects Crystal Reports XI Professional Edition $459.99 1 Named User 7090242 Powerful Data Access and Report Design: Business Views BusinessObjects Universes Updated Drivers Dynamic Image Location Updated Visual Report Designer Intelligent Charting Hierarchical Grouping Enhanced Productivity and Maintenance: Dynamic and Cascading Prompts HTML Preview Editable RTF Format Report Export Configuration Repository Explorer Workbench Dependency Checker Flexible Application Integration: Free Runtime Licensing New and improved APIs Custom Java function Libraries Data Binding Crystal Reports Server – Report Management and Delivery: Security Scheduling Scalable Central Architecture Processor: Pentium II or higher (Pentium III-class recommended) Operating System: Microsoft Windows 2000 with Service Pack 4, XP, or later Hard Disk: 350MB of free space (600 MB recommended) Memory: 128MB of RAM (256MB recommended) A world standard for enterprise reporting, Crystal Reports is an intuitive reporting solution that helps customers rapidly create flexible, feature-rich, high-fidelity reports and tightly integrate them into web and windows applications. Business Objects Business Objects SA Complete Product Crystal Reports XI Professional Edition Crystal Reports v.XI Professional Edition Database Database Reporting Not Applicable PC Retail Software Standard Windows www.businessobjects.com |
|
|
Cloth Samples $24.99 Cloth Samples – Photographic Print |
|
|
Pattern Samples $49.99 Pattern Samples – Giclee Print |
|
|
Business Objects Crystal Reports v.10.0 Developer Edition $547.99 1 Named User 7090239 Processor: Pentium II Operating System: Windows 2000 with Service Pack 4 Windows XP Hard Disk: 350MB Memory: 128MB RAM Designed for easily integrating report viewing, printing and exporting capabilities into applications, Crystal Reports 10 Developer Edition provides both report design and developer tools for integrating reporting into applications. It includes the complete Crystal Reports feature set and a development license of Crystal Enterprise Professional Edition for delivering information and centralizing data access and report management. Please note that the trial offer of Crystal Enterprise Embedded Edition for offloaded report processing and runtime report creation is not included any more. Business Objects Business Objects SA Complete Product Crystal Reports v.10.0 Developer Edition Database Database Reporting Not Applicable PC Retail Software Standard Windows www.businessobjects.com |
|
|
Business and Technical Communication : An Annotated Guide to Sources, Skills, and Samples $97.45 No Synopsis Available |
|
|
Learning SAP Crystal Reports 2011 $79.95 In this training course for SAP Crystal Reports 2011, veteran trainer Guy Vaccaro teaches you how to use this powerful enterprise-level business intelligence software. You will learn how to connect to your data sources, design reports, and distribute your reports as required. |
|
|
Writing Business Proposals and Reports, by Brock $10.46 This book is in New – Excellent condition |
|
|
The Little Black Book of Business Reports $6.41 This book is in Good Used condition |
|
|
SAP Crystal Reports 2008 $450.99 1 Named User 7090243 Powerful report designer: Report authors benefit from a complete set of layout and design controls to create highly formatted, interactive, and professional-looking reports. Flexible application development: Developers can easily leverage the full support for .NET. Crystal Reports generates HTML directly, allowing developers to focus on application business logic rather than tedious, time-intensive hand coding. Report management and delivery: Reports are previewed in HTML and published to the Web for easy and controlled sharing allowing for better business decisions at all levels of the organization. Processor: Intel Pentium III or equivalent Operating System: Windows Vista (All Editions) Windows XP Professional with Service Pack 2 Windows Server 2003 Datacenter Edition with Service Pack 1 Windows Server 2003 Enterprise Edition with Service Pack 1 Windows Server 2003 Standard Edition with Service Pack 1 Windows Server 2003 Web Edition with Service Pack 1 Windows Server 2003 R2 Datacenter Edition Windows Server 2003 R2 Enterprise Edition Windows Server 2003 R2 Standard Edition Windows Server 2003 Datacenter Edition with Service Pack 2 Windows Server 2003 Enterprise Edition with Service Pack 2 Windows Server 2003 Standard Edition with Service Pack 2 Windows Server 2003 Web Edition with Service Pack 2 Hard Disk: 300 MB 600 MB Recommended with Visual Studio .NET integration Memory: 256 MB RAM 512 MB Recommended Optical Drive: CD-ROM (for CD install only) Others: Screen resolution of 1024 x 768 is Recommended Crystal Reports from Business Objects, an SAP company, is an intuitive reporting solution that helps you create flexible, feature-rich, and dependable reports tightly integrating them into both thick-client and thin-client applications. CD-ROM Complete Product Crystal Reports 2008 Database Database Reporting PC Retail SAP SAP America, Inc Software Standard Windows www.sap.com |
|
|
Lace Advertisement and Samples $39.99 Lace Advertisement and Samples – Giclee Print |
|
|
Assaying Gold Samples $24.99 Assaying Gold Samples – Photographic Print |
