sql server reporting services (ssrs) reporting with ... · pdf filesql server reporting...
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SQL Server Reporting Services (SSRS)
Reporting with ProgressCRM
Gemma Cutler
MakeITaplan Limited
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Agenda
• ProgressCRM Reporting options
• What is SSRS
• Types of SSRS reports
• SSRS Report Examples
• Report Builder - overview
• Reporting Features
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Reporting
• Why is it so important to produce reports? – Because you’ve been asked!
– Track targets for appeals
– Track (and reduce) expenses
– Demonstrate how well are you doing
– Enable future planning
– Increase Income
– Report to trustees
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ProgressCRM Reporting
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What is SSRS?
• SQL Server Reporting Service
– is a server-based reporting platform from Microsoft that allows us to create and manage a wide variety of different types of report, and deliver them in a range of formats
– First version in 2004 as an add on to SQL Server 2000
– Oh and it’s Free!
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“Do I need to know SQL ?”
• No
• Built in Wizard
• Report builder builds and displays the SQL so you do not need to know SQL
• Can help understanding
• Using Report Builder can help you to learn SQL (if you are interested!)
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Types of Reports
• Table
• Matrix
• List
• Charts
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Browser Based Report Manager
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Access through ProgressCRM
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Example Reports
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Example Financial Summary reports
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Income by Appeal - Spring
Example Finance Reports
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Example Finance Reports - Drill down
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Example Finance Reports - Indicators
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Example Reports - Drill Through Data
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Building a Report
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Report Builder
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Steps to Build a report
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Table Report
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Matrix report
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Ability to create Free form reports
List Report
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Report Wizard
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F5
Ctrl + S
F8
Preview / Run Report
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• Report Manager
• Simple Report Wizards
• Drill down and drill Through ability
• Grouping
• Multiple Parameters
• Visuals – Indicators/Charts/Graphs
• Easy formatting
• Insert images/logos
SSRS Features
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Report Extraction - Browser
• Access through a Browser
• Save to PDF
• Export to Excel
• Export to Word
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Report Extraction – Report Builder
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About those sweets
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Want to learn more?
Training Courses
• SSRS Training Course
– Level 1 & Level 2
• Pre-requisites
– Understanding of ProgressCRM and its Table Structure
• In addition - 1 Day SQL Skills for ProgressCRM
• Commission to write reports
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Thank you
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Thank you for listening