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Empower your key decision-making

Written by Michiel Dorjee on . Posted in Exact Synergy

In order to make optimal decisions for your company, you require reporting tailored to your own business priorities and needs. In my previous blog Insight in your daily business I explained how Reporting Services can help you making these key decisions. Reporting Services, part of SQL Server 2005 and higher, is a worldwide known web reporting tool. It enables you to create flexible and graphical web reports. Exact Reporting Services Integration connects these required values into your familiar environment Exact Synergy Enterprise.  Exact Reporting Services Integration centralizes the benefits from both products.

Benefits
The integration of Reporting Services into Synergy Enterprise, enables you to adapt all important functionalities of Reporting Services.
Benefits or important functionalities of Reporting Services are:

  • Create flexible and graphical reports
  • Use different data sources for the reports
  • Export reports in different formats like PDF, Excel and Word.

This integration offers the below possibilities from within Synergy Enterprise:

  1. Store reports in Synergy Enterprise.
  2. Create various data sources and link them to reports.
  3. Deploy reports from Synergy Enterprise to a Report Server.
  4. Assign specific roles (rights) to reports.
  5. Export reports in different formats, e.g. PDF, Excel and Word.
  6. Save reports as a document (snapshot).
  7. View reports as a web part on e.g. your homepage (dashboard).
  8. Several entities can be used as filter in reports to show specific related data.

One
With Reporting Services Integration you have one central system with the functionalities of Synergy Enterprise enriched with Reporting Services.

Data sources
SQL Server and SQL Server Analysis Services data sources can be created and linked to reports. This allows you to show reports on other products, beside Exact Synergy Enterprise, which uses a SQL Server database, e.g. Exact Globe.

Security
Roles can be assigned to reports. This gives you the flexibility and possibility to control rights to reports, in the same way as you are used to do for other data or functionality. So create a report once and limit the data shown on the report, based on a user’s role within the company.

Snapshots
Reports can be saved as a document (snapshot). This offers you to create an archive of results. This can be used for comparison with the current result.

Dashboards
Reports can be viewed via web parts on your homepage as well on other on other pages. With this functionality you can create your own dashboard which gives you directly clear insight into your business processes in order to make optimal key decisions.

Entities
Reports can be started from several entities in Synergy Enterprise, e.g. person’s card, account card and project card. The great thing about this is that you design a report once and when started the content is automatically about the customer at hand, such as the outstanding amount of the customer.

Stay tuned about the next steps in giving you more control over your business.

Photo credit: Naddsy

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Comments (7)

  • Name (required)

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    I am assuming this is the integration to be released in 243 of Syn Ent?

    Reply

    • Sunil Girdhari

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      Yes, this integration will be available in Exact Synergy Enterprise release 243

      Reply

  • jeroen gruppen

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    Yes, it is currently in controlled release with 243. It is not possible to link multiple datasources to a report with this version though. That will probably available within the next version.

    Also documentation of the functionality is still an issue at this moment. On the other hand, you can achieve a lot within the next 3 weeks of the controlled release……..

    Reply

  • Robert Klein

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    I like how Synergy Office Integration (SOI) w MS Outlook / Office 2007 allows you to open SQL Server Reports! If I want, I never need to leave Outlook using SOI and get everything I need from Synergy to web-based reports…

    Reply

  • Exact User

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    @Robert – I believe this is possible without SOI!

    Reply

  • Thiam Hooi

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    Sunil, I wanted to test it out but I have difficult time to do the configuration between ESE and SSRS. Yes, documentation is essential !!!

    Reply

    • Sunil Girdhari

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      Thiam, as of today product update 243 is general available. This means the online help files are now also available. Please check if they can help you to setup the required configuration between ESE and SSRS. We are also finalizing a manual, which will be soon available. Let me know if I can be of assistant if you can’t manage to setup the required configuration. Any feedback is highly appreciated.

      Reply

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