Basic SQL Reporting

1. Basic SQL Reporting

2. Welcome Connect Conference 2013 This is an exciting opportunity for everyone involved. The benefits go beyond just training and education—collaborate with your peers and inspire others around you. educate • collaborate • inspire

3. Basic SQL Reporting Topics of Discussion • Sharing the Reporting folder • Importing data into SQL • Understanding report structure • Executing a report with no limits • Setting limits for a report

4. Basic SQL Reporting Topics of Discussion • Changing the sorting & grouping for a report • Adding a new sort and or group on a report • Previewing reports • Customizing the grid • Setting up users & user groups for accessing reports • Adding new DDMS reports

5. Basic SQL Reporting Sharing the Reporting Folder and Importing Data • Normal MS Windows sharing of the Reporting folder within the DDMS folder on the DDMS server • Importing existing data into the SQL database • For more information on importing • Attend conference class: What to do with Exceptions • See the DDMS KnowledgeBase via customer support portal here: http://support.ecisolutions.com/

6. Basic SQL Reporting Understanding Report Structure • Two parts to reports • Heading • Appears at the top • Includes general information • Report title • Date • Page number • Detail • Contains actual report data • More complex reports may group data • Groups may contain header & footer information

7. Basic SQL Reporting Executing a Report with No Limits • Reporting Task Menu • Execute a report • Expand list • DDMS canned or standard reports in blue • Can not be deleted • Any reports changed and saved are in black • Click on report name • Click preview

8. Basic SQL Reporting Executing a Report - No Limits

9. Basic SQL Reporting Customer Master Listing — No Limits

10. Basic SQL Reporting Setting Limits for a Report • Reporting Task Menu • Execute a report • Click Limit tab • Available limits for report appear on the left & cannot be changed • Choose limit • Set criteria for limit • Click Add New at the bottom • Click Preview when ready

11. Basic SQL Reporting Setting Limits for a Report

12. Basic SQL Reporting Customer Master Listing With Limit — Zip Code

13. Basic SQL Reporting Changing Sorting and Grouping for a Report • Reporting Task Menu • Execute a report • Click sorting and grouping tab • Predefined groups appear if available on report in the order they print on the report • Headers and footers are per group • Click Group to change • Click available Sort to change, can change multiple sorts if available • Click drop down arrow in Group By box to select field name for new sort • New sort name appears in the Defined Group box

14. Basic SQL Reporting Changing Sorting and Grouping for a Report

15. Basic SQL Reporting Changing Grouping — Salesperson

16. Basic SQL Reporting Changed Grouping — Salesperson

17. Basic SQL Reporting Adding a New Sort and or Group on a Report • Reporting Task Menu • Execute a report • Click Add New Sort • Can set Group properties and Group fields • Can add multiple sorts • Will print in the order new sorts are added • If to make permanent, click Save Changes and enter a description for the report

18. Basic SQL Reporting Adding a New Sort and or Group on a Report

19. Basic SQL Reporting Adding a Sort — Vendor Master Listing

20. Basic SQL Reporting Adding a Sort — Vendor Master Listing

21. Basic SQL Reporting Saving Changes for New Report

22. Basic SQL Reporting Sort added to Vendor Master Listing — State

23. Basic SQL Reporting Custom Report Added to Report Group

24. Basic SQL Reporting Options • Options tab • Gives the ability to add additional information to a report such as: • Location • Totals only • Additional text, up to 60 characters • Limits added or changed

25. Basic SQL Reporting Options

26. Basic SQL Reporting Options

27. Basic SQL Reporting Previewing Reports • Reporting Task Menu • Click Preview Reports • Can preview on screen • Can print report to printer • Can save a report to a file • Can change page setup • Find text • Zoom

28. Basic SQL Reporting Previewing Reports

29. Basic SQL Reporting Customizing the Grid

30. Basic SQL Reporting Customizing the Grid

31. Basic SQL Reporting Adding Users or Groups • Used for security • If users and or groups are not setup then access is open to all • Can add from left side or right click

32. Basic SQL Reporting Adding Groups and Users

33. Basic SQL Reporting Adding a User to a Group

34. Basic SQL Reporting Adding a User — User Added

35. Basic SQL Reporting Set Allowed Groups to Reports

36. Basic SQL Reporting Set Allowed Groups to Reports

37. Basic SQL Reporting Set Allowed Groups to Reports

38. Basic SQL Reporting User Group Added

39. Basic SQL Reporting Adding New DDMS Reports • Click Set up Reports on the left under Reporting Tasks • Highlight Report Group in grid • Click Add Report on the left under Current Options

40. Basic SQL Reporting Adding New DDMS Reports

41. Basic SQL Reporting Adding New DDMS Reports • New window opens. Drill down to: • DDMS folder • Reporting (Not Reports) • eci2 • Click report group name.xml • Click Open • Select report from drop down menu • Click continue • Report is now added

42. Basic SQL Reporting Adding new DDMS reports Path to files may vary, consult your IT person. Examples: \\192.168.1.100\reporting\eci2\ \\ddms-server\reporting\eci2\ \\ddms-server\reporting\eci2\ \\ddms-server\DDMS\reporting\eci2\

43. Basic SQL Reporting Adding New DDMS Reports

44. Basic SQL Reporting New Report Added

45. Basic SQL Reporting DDMS KnowledgeBase Find help in the DDMS KnowledgeBase

46. Basic SQL Reporting Session Survey Don’t forget to turn in your session survey for a chance to win a $250 gift certificate Surveys can be turned in at the Conference Registration in the Trinity Foyer or in the Lab located in the Pegasus Ballroom (both located on the lobby level)

47. Basic SQL Reporting

48. Customer Service & Support Contact Information • Support - 800-366-4778 - Monday – Friday - 7AM-7PM CST • Training • - 800-959-3367 Option 5 • professional.services@ecisolutions.com • - Virtual class training • - One on One training • - Onsite training