MyReport,THE REPORTING UNDER EXCEL ®

www.report-one.ca

Take control by using dashboards and free yourself from technical constraints.

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With MyReport: Less handling, more analysis!

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A company’s data are its real capital. When properly handled, they can facilitate decision making. However, this is the case only if their extraction and handling doesn’t turn into a headache.

This is the mainspring of MyReport solution:A BI Solution designed to be accessible for all user profiles, one that combines simplicity, speed, and reliability. ■

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MYREPORT CONSISTS OF 5 MODULES

► From Excel’s simplicity to users’ autonomy

Every service in a company uses Excel spreadsheet (or Calc from Open Office) as the tool for their reporting.This is the reason why MyReport is integrated onto this tool: it’s a known environment, where first time use is made easy, and time is saved in training. It has all the reasons that favour users’ adherence to this tool. And there’s more ! Whilst MyReport Data (connection to data source) is aimed at technical users, MyReport Builder (Reports-making tool) has an ergonomic interface that allows all types of users to adapt easily.

► From mixed data into a smooth/harmonious reporting

MyReport enables you to centralize and share your data, and make them available for your collaborators, services or subsidiaries. Hence whatever the origin of your data, you can have harmonious and consistent sets of reports.

► Directly from your standard or specific software-package

MyReport is perfectly suitable to operate with ERP systems existing in the market (Sage, Cegid, Divalto, Navision, SAP, JDE, SYLOB etc.) or with your specific program application, on all types of database (SQL Server, Oracle, AS400, etc.). Your data come directly from your management applications. In this way, you avoid errors typically made by data re-entry. Therefore, you have the guaranty of your dashboards and reports reliability and hence your analysis.

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DATABASES(Oracle, SQL Server, AS400…)

FLAT FILES(XLS, TXT, CSV, XLSX…)

INTERNAL APPLICATIONS(ERP, Accounting,

Sales management…)

Modules aimed at technical profiles‘‘

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► Access your data

• MyReport data ensures access to the company’s applications and files: ERP, GPAO, CRM, Sales Management, Accounting, Payroll, Flat files (XLSX, TXT, CSV…) • MyReport Data enables quick identification of useful, relevant, and strategic data

► Build your decision-making aid environment

• Choose relevant information and rename them according to the norms in your field of expertise• Aggregate, add details, and enrich data through high added value conversion• Create consolidation models• Visually execute simple and complex tables joins

► Administer and automate up-loading process

• Test and control models execution• Manage access right at your datawarehouse• Program the frequency of ETL process execution

MyReport Data is an ETL that allows the connection to the company’s database and the set up of the datawarehouse. ■ Connection

• Automatic connection to Oracle, SQL Server, Interbase/Firebird, Informix, MySQL, AS400, PostGreSQL, Access, or through ODBC pilots for any other type of data base (Hyperfile,…)• ASCII (fixed and defined) file import, Excel© or OpenOffice

► Update your data

• MyReport Datarun allows the execution of ETL processes defined by MyReport Data.

■ Transformation• Creation of models based on tables from various sources of data• Unlimited creation of converted fields with syntax correction: calculation, merging, correspondence, condition, aggregation• Fields aggregation and tables consolidation • Integration of SQL functions from the source databases• Hierarchical models viewing

► Execute

• Scheduled upload of datawarehouse• Definition of several MyReport system path• Management of models and users• Access to daily record and errors journal

■ Up-loading• A relational base feeding in client server mode• Audit trace and journals of imported data• Management of user rights, with filters on models, fields and data for every profile.

Essentials of MyReport Data► ODBC 32 BITS OBJECT COMPATIBLE TECHNOLOGY

MyReport Datarun is the scheduler for datawarehouse refreshing process.

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Modules aimed at builders/makers and users of reports/dashboards‘‘

’’MyReport Builder is the tool for creating reports under Excel® (or Calc® from Open Office).

► Create your dashboards

• Build the format of your reports by choosing your indicators (drag & drop) • Define your conditions, filters, thresholds, and alerts• Update a report, a list, a cell, or the totality your sets of reports.

■ Reporting tables : Restore your internal data AUTOMATE THE DATA UPDATE IN YOUR EXCEL REPORTExample : You are the financial Director and use an Excel report to monitor costs evolution between N and N-1 for each account class. You define the parameters of your report so that the update of your cells can be done in one click as soon as you need it.

PIVOT THE INDICATORS UNDER THE FORM OF REPORTSExample : You are the Director of Human Resources. You know the number of leave taken by the employees since 01/06/N and the balance left to be taken before 31/05/N+1.

■ Business Intelligence application : Make your data more meaningfulDEFINE A CODE OR SOME SYMBOLS ACCORDING TO THE THRESHOLDS YOU DEFINEExample : You are the General Manager. You use colour indicators on Sales Reporting to instantly view the gap between the set objectives and the Turn Over figures made per region.

USE AN OUTLINE AND ITS MORE DETAILED FEATURES BY OFFERING SOME EXHIBITS IN WHICH YOU CAN NAVIGATE.Example : You are the Sales Director and you regularly assigned projects to a Sales Executive. From the Outline, you access a new view containing the list of detailed projects assigned to Sales Executive A. After the viewing, you return to your initial report in one click.

The Essentials of MyReport Builder► CONCRETE EXAMPLES OF UTILIZATION UNDER MS EXCEL

■ Disposable statistics : Use ad-hoc informationDO DATA EXTRACTION FROM A LISTExample : You are the Marketing Director and wish to send and e-mail to your clients who haven’t been ordering in the last 6 months in Ile-de-France, and to inform them about the new product launch.

MONITORING YOUR TEAM AT A PARTICULAR PERIOD “T”Example : You are the Sales Director. You notice that one person in your team hasn’t been performing well lately. Before taking stock of the situation, you want to know the number of phone calls and meetings made in the last 15 days.

► Update your dashboards

• Make use of Excel® or Calc d’OpenOffice® wokbooks built with MyReport Builder• View the detail of every single figure in your reports by a simple click (zoom function)

► Orchestrate the dashboards distribution

• Define your distribution criteria :

- Sending frequency (periodical or triggered by a threshold or an alert)- Selection of the recipients (each user will view only the data he/she has access right to)- Output of the report (XLS, PDF, HTML)

• And define the parameter of your destinations :

- Towards the local network - Towards an FTP server- Towards your recipients’ mailboxes

MyReport Viewer allows you to refresh, zoom and filter reports created by MyReport Builder.

MyReport Messenger is a tool to automatically distribute personalized reports and dashboards.

www.report-one.ca

www.report-one.ca