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OPT ERA Reporting

OPT ERA Reporting. Optifacts Enhanced Reporting Application. Introduction. OPT ERA provides a simple way for users to access data stored in Optifacts Software View, search, sort, and report on the data in almost any way you can imagine!

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OPT ERA Reporting

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  1. OPTERA Reporting Optifacts Enhanced Reporting Application

  2. Introduction • OPTERA provides a simple way for users to access data stored in Optifacts Software • View, search, sort, and report on the data in almost any way you can imagine! • Several pre-designed Excel report templates are supplied as an extra value to ensure novice users are able to put OPTERA to use with minimal training • Advanced users can build from existing report templates or design new reports from scratch. • The possibilities are endless for individuals familiar with MS Excel! OPTERA Reporting

  3. OPTERA Solutions • Graphical Reporting • Short lead time on report requests • No complicated C code development • New views can be loaded with no effects to production • Reports are customizable to the user’s needs • Can be installed on as many PCs as needed OPTERA Reporting

  4. What is OPTERA? • ODBC (Open Database Connection) between a PC and the Optifacts server • “Views” • Connect commonly used tables • Filter out system-only fields for user-friendly readability • Can be used to create customized reports • Reports • Easy-to-use Microsoft Excel spreadsheets • Over 20 currently available • New reports developed constantly OPTERA Reporting

  5. How does OPTERA work? The ODBC connection acts as a tunnel into the Optifacts system. Through this tunnel, you are able to pull out data from the database based on a particular SQL View, table(s), or field(s). An SQL View is a query (search) that joins one or more tables, taking all the guess work out of linking tables together. With the SQL Views, we do all the work for you. Once the data is out of the database, you can view and report on that data using programs such as Microsoft™ Excel. OPTERA Reporting

  6. How do I set it up? After returning the signed contract… • Quick and easy download of ODBC driver from IBM’s website • Follow the illustrated, step-by-step PC Setup Instructions from the OPTERA website • Start running some reports! OPTERA Reporting

  7. Types of reports • Sales • WIP • Inventory • Taxes • Customs • Lenses • Frames • Accounts Receivables • Production OPTERA Reporting

  8. Sales Reports OPTERA Reporting

  9. Sales Reports OPTERA Reporting

  10. Custom Lite-Up Reporting OPTERA Reporting

  11. Account Sales Report OPTERA Reporting

  12. Lens Sales Report OPTERA Reporting

  13. Lenses Report OPTERA Reporting

  14. Frames Report OPTERA Reporting

  15. Additional uses • Mail Merge • Holiday Cards • Thank you cards • Sales Promotions • Red Tray Invoice Reporting • VSP Reporting • EXT Reporting OPTERA Reporting

  16. OPTERA SupportWebsitewww.optifacts.com/Optera OPTERA Reporting

  17. After Logging in… OPTERA Reporting

  18. OPTERA Reporting

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  20. Minimum PC Requirements • A PC networked with your Optifacts server • 512MB RAM • Microsoft Excel 2000 or newer • Windows XP or Vista operating system • At least 10 GB free hard disk space OPTERA Reporting

  21. From OPTERA users… “Great job guys….I am in OPTERA HEAVEN!” “…I love this report! It makes a difficult report easy to produce. The old way I have to print out about 6-8 different reports and then manually add the categories. Thank you, thank you, thank you!” “It's Excellent !! Thank you!” OPTERA Reporting

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