So this is your technical slide, and another question we got is this ODBC compliant? And yes, it is. So here’s some of the driver information, the database information for you, leveraging Microsoft Access, Microsoft SQL Server, and Oracle. Then you also see that this is a connector for Excel. It works with version 2003, 2007 and 2010. So without further ado, let’s go take a look to see what it takes to create reports from scratch.
Where we’re going to start is that use interface that looks familiar to everyone. It looks like Excel. One of the things that the people want to know is how do you create a report, and can you do it quickly? Well the answer is yes. One example might be you get a request for information, all of the vendors that submitted invoices in the current year, and you want to see that in summary.
One of the ways to do that is to select the query wizard, and let this guide you through the process. The query wizard allows you to create a detailed report or a summary report. For this example select summary report, and here you see the data link for the financial systems. Select that data link, and it presents all of the information that’s available in payables, in general ledger and fixed assets and accounts receivable.
Since this is a payables report, select the invoice header information, and one of the things you’ll begin to notice is you’re not seeing program names. You’re seeing things that are familiar to users: payables invoices, payables paid items. Then there’s statistics, invoice details, the notes. Select invoice header. Now you have all the fields that are available for display and reporting.