Business Reports Templates
business reports templates
Review of Windward Reports Arrow
Getting Arrow up and running was a simple and straightforward process. In about a half hour we installed and configured the 35 MB single MSI file by following the free online documentation. We wouldn’t have thought free documentation was a big deal until we discovered that some other companies charge for their documentation. The instructions guided us step-by-step through copying the SetupArrow.msi file to our SharePoint front end web server and executing the MSI. We then added Arrow web parts just like any other web parts, and there were a total of eight under the category Windward Web Parts. After this we installed AutoTag which automatically detected the components that were already on our system and installed only what was necessary.
After installation we immediately started designing report templates. AutoTag is an add-in to Microsoft Word, Excel, and PowerPoint so report creation was a much simpler process than with the other tools we’ve used. We simply opened Word and begin adding the desired elements to our template (headers, footers, text blocks, charts, graphs, images, tables of contents, etc.) using built-in commands. Because we were already familiar with Word this interface took us much less time to master than any of the other report design tools we found. 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. We didn’t have to go through a lot of additional or complicated steps such as dummy image insertion or learning obscure beans like some of the other packages. The charts were fairly 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 reports in Excel and the process was as smooth as it was in Word. Of particular note was the ability to use Excel’s dynamic formulas which expand intuitively with our data.
We took advantage of all the advanced capabilities of Microsoft Office 2010, features that we didn’t find in any other reporting system. With this new version we easily collaborated on reports with colleagues, tracked revisions, and locked parts of our template. In Word we used the new editing tools to add, delete, and organize sections of our report and we set permissions and saved the file as a PDF with a button click. With Excel’s built-in business intelligence tools we quickly drilled down through our data and sliced and analyzed it however we wanted. And in PowerPoint using photo- and video-editing tools within the software saved us even more time.
Before we ran a report we had to perform one final step: report assembly. The “Assemble a Windward Report” web part walked us through uploading a template to SharePoint and linking it to its data source. As with the other web parts, the onscreen instructions were short, clear, and easy to follow. Some features of note: built-in version control ensured we were working with the correct template, the template repositories are searchable and enforced by business rules, and we were able to set parameters for template variables in this step.
We had nine different output formats: HTML, PDF, DOCX, XML (Word), RTF, XLSX, XLS, PPTX, and direct to a printer. For the most part the final report rendered as we expected it to, although there were some minor formatting issues for which we needed to return to the template and make tweaks (namely, tables in Excel needed cells expanded to fit our data and some line drawings in PDF reports were not completely true to the original image in the template). One feature deserves special mention: generating a report URL and clicking on that URL causes the report to be run with current data.
Arrow allowed us to schedule reports to be run on our timetable: daily, weekly, monthly, or yearly, with a variety of options for each category. We could to distribute to targets, email lists, shared SharePoint repositories, or printers. We appreciated the ability to set permissions so authorized colleagues and others could view, share, and edit reports. Plus, we could view a list of scheduled reports with details such as the report’s description, when it was last run, and when it is next scheduled to be run.
Arrow also includes dashboards and drill-down interfaces. We could design and preview dashboards and gauges with little programming expertise, and we set them to automatically refresh for up-to-the-minute data. The drill-down capabilities let us click on links within generated templates to see subtemplates with more detailed info, and we had the option to nest links within templates.
Support is where Windward really shines. The detailed documentation covers everything from installation to program use to sys admin maintenance, and short “getting started” guides helped us get up and running quickly. The website offers written tutorials, video demonstrations, and paid support.
Overall Windward Reports outperformed the other reporting programs we evaluated. We found only a couple of features that could have been improved (the XPath and SQL wizards don’t allow for comparison of fields), and Windward Reports’ robust feature set and ease of use make this a top-rated reporting solution. When it all comes down to it we would recommend Windward and Arrow to anyone looking for an all-encompassing reporting and BI solution.
About the Author
¿Cómo puedo mostrar estos datos en bruto en una tabla dinámica?
Primero un poco de historia: Tengo un servicio de limpieza. Me gustaría hacer una plantilla de hoja de cálculo excel tabla dinámica para poder manipular los datos (y crear informes) para ver cómo cambia mi ingreso. Los datos en bruto que tengo es: Nombre del cliente Fechas clientes se servían La cantidad que pagaron de frecuencia (Una sola vez, semanal, bi semanal y mensual) Algunos clientes son la repetición de negocios, así que puede predecir las cosas. Lo que quiero ser capaz de hacer es: Mostrar la cantidad que hice para el año pasado usando los datos muestran lo mucho que hizo sobre el pronóstico del mes pasado, lo mucho que voy a hacer el próximo mes / año promedio que un cliente paga lo que muestran cada uno con valor a los clientes (¿cómo mucho que han pagado hasta la fecha del año en curso) Promedio ¿Cuántas citas por día / semana / mes Total número de clientes que hemos servido total y total de número de clientes que servimos sobre una base regular (algunos tienen citas semanales, y luego algunos sólo una vez y eso es todo)
En primer lugar suena como que tiene un buen conjunto de datos que pueden ser útiles pero necesita asegurarse de la fecha se han estandarizado y que todo está en formato perfecto. También tenga en cuenta que algunas de sus intenciones deseadas, como las previsiones en el próximo mes / año aún será muy primitivo y se calcula más o menos en el supuesto de que estará en consonancia con el año anterior. Por lo tanto, con los datos, usted puede poner todo en una tabla dinámica utilizando la Función de tabla dinámica en Excel y, a continuación puede utilizar la "suma" y "conteo" y "media" características (de la tabla de visualización del pivote) para generar automáticamente los resultados para su uso deseado. Las que sería un verdadero reto es el "Promedio cuántas citas por día / semana / mes", porque usted probablemente necesitará añadir ya sea en columnas adicionales para almacenar los datos que sólo tienen el mes / datos de la semana o si estaría viendo pasar a la base de datos Access con las consultas SQL. Trate de usar una de las numerosas guías de la tabla pivote (sólo Google lo) y jugar un rato con él-que es la mejor manera para aprender. Usted encontrará que es mucho más fácil de lodo un rato con él cuando lo tienes frente a ti y entonces usted entender las cosas más que yo tratando de explicar!
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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. … |
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Avery Write-On Tabs, 1.75 Inches, 48 Tabs (16143) $1.49 Removable durable self-adhesive tabs are ideal for dividing and organizing. Easily find your place in books reports catalogs and more. Ink won’t smear. Bright colors stand out. 1/2″ tab extension. File Insert/Tab Type: Adhesive File Folder Tabs Tab Cut: N/A Color(s): Assorted Tab Material(s): N/A.Unit of Measure : Pack… |
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Avery Ready Index Table of Contents Dividers, 12-Tab, Multi-Color, 6 Sets (11196) $6.99 Print or photocopy titles framed with bright colors matched to preprinted tabs. Now three ways stronger to last longer. Stronger heavier weight paper stronger tab reinforcements and double-sided hole reinforcements. Tab Style: 12-Tab Tab Color(s): Multicolor Index Divider Size: 11 x 8 1/2 Form Quantity: 6.Unit of Measure : Pack… |
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iLane 7100 Series In-Car Hands-Free Solution – Piano Black $59.00 Listen-to, reply, and compose e-mails entirely hands-free simply by speaking out-loud in your car Hear verbal notification of incoming e-mails and SMS messages as they are received Transfer between e-mail and phone functionality with a simple voice command Listen as your calendar events are read aloud to you, on command Compatible with most Bluetooth-enabled BlackBerry Smartphones and will work wi… |
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QuickBooks Pro 2012 $131.00 For the business that is upand runningProductInformation QuickBooks Pro 2012 lets you organize your business finances all in oneplace so you can quickly find the information that you need. Easily create invoices and track your sales and expenses -and get reliable records at tax time. QuickBooks Pro 2012 canbe set up in minutes and is easy to learn and use. Save timeand get or… |
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Microsoft Office Home & Business 2010 – 2PC/1User (Disc Version) $279.99 Office Home and Business 2010 32-bit/x64 English US DVDUNSPSC CodeUNSPSC Code : 43231513 … |
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QuickBooks Pro 2012 [Download] $133.19 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 coaching tips show you how to create invoices, record expenses and more Special offer: Get up to 60 minutes with a QuickBooks expert free for 30 … |
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The First 90 Days: Critical Success Strategies for New Leaders at All Levels $15.88 GREAT CONDITION, WILL SHIP FAST!… |
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2600 Phrases for Effective Performance Reviews: Ready-to-Use Words and Phrases That Really Get Results $6.72 No managerial or administrative task is as universally dreaded as the performance review. Supervisors may know the points they need to get across, but putting them on paper is another matter. This book puts the the right words at their fingertips, with ready-to-use phrases and words, action items, and descriptions that managers, supervisors, and HR professionals can use to evaluate performance, pr… |
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Information Technology Project Management, Revised (with Premium Online Content Printed Access Card) $76.50 Information is traveling faster and being shared by more individuals than ever before. Information Technology Project Management, Revised Sixth Edition, offers the “behind-the-scene” aspect of technology. Although project management has been an established field for many years, managing information technology requires ideas and information that go beyond standard project management. By weaving… |
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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 |
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Templates $59.99 Jules Porges Templates – Wall Decal |
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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 |
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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 |
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Contemporary Business Reports $173.26 No Synopsis Available |
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Business Reports in English, by Comfort $30.78 This book is in Used condition |
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Writing Business Letters and Reports $33.1 No Synopsis Available |
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Business Documents and Reports $15.6 No Synopsis Available |
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Business Reports – Investigation and Presentation $42.83 No Synopsis Available |
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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 |
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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 |
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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. |
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The ACE Fitness and Business Forms Handbook (Book) $26.82 Due to the entrepreneurial and independent nature of the health/fitness club business, most operators have to develop their own administrative and operational forms. The ACE Fitness and Business Forms Handbook provides a comprehensive source of ready-to-use forms, templates, and signage, designed to allow health/fitness professionals to administer and manage the daily operations of their clubs more effectively. The five key sectors contain these and many other forms and templates: risk-management (pre-screening, waiver, release, and incident report forms), employees and staff (job evaluation, compensation, and independent contractor forms), membership (membership application and agreement, feedback, and referral forms), administration and operations (expense reports, equipment maintenance logs, purchase order requests), and signage (locker room, aquatic and pool, children’s area). Produced in cooperation with the American Council on Exercise. |
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Writing Business Proposals and Reports, by Brock $10.46 This book is in New – Excellent condition |
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The Little Black Book of Business Reports $6.41 This book is in Good Used condition |
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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 |
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Mathcue CD-ROM with Excel Templates to accompany Contemporary Mathematics for Business and Consumers $10.34 No Synopsis Available |
