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Understanding Enterprise Reporting
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You can also consider how the information is being accessed to develop the following additional generalizations: Standard reporting relies on a central storage location that can display a list of contents or catalog of the available reports so that users can find the reports that they need. Usually, security is applied to report storage to control the reports that individual users can see. Reports might be organized in a proprietary reporting platform repository or some other type of document management system. Embedded reporting is the integration of reports into portals and inhouse or third-party applications. For example, many companies are migrating to Web-based line-of-business applications for accounting and payroll functions. Instead of building reporting processes into these applications, these companies can leverage an extensible enterprise reporting platform to allow users to access information as part of using these applications. These enterprise reporting scenarios have the following two characteristics in common: Central storage Reports are accessed from a central location or delivered directly to users. Many people need access to the same information, possibly in different formats. Often, information needs to be secured with access limited to those with a need to know. Standardization Information is provided in a report that is updated on a regular basis. The report conforms to a standard design with a consistent layout. In addition, the proliferation of information that can (or should) be available to the average worker has led to increasingly more sophisticated requirements for an enterprise reporting solution. For example, users need to be able to do the following: Navigate easily within a large report. Move from one report to another while maintaining context.
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Enterprise Reporting
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every morning. Elsewhere in the company, management might get a financial statement in an Excel workbook delivered as an e-mail attachment after the books are closed each month. External reporting can take many different forms but is defined as the exchange of information to people outside of an organization. This information might be printed and mailed, such as shareholder reports. Increasingly, companies are publishing annual reports as PDF files for interested parties. External reporting can even include the exchange of information between business systems, such as invoicing information sent electronically to a customer s receivables system.
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Part 1
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Getting Started with Reporting Services
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Access previous versions of a report to compare information at different points of time. View data consolidated from multiple sources into a single report. An enterprise reporting solution also needs to satisfy administrative requirements. A reporting platform should have the following characteristics: Flexibility to store a single report from which multiple versions are generated based on changeable parameters or user profiles. Ability to support a push-pull paradigm, in which users can seek out the information they need online or subscribe to information that is sent to them on a periodic basis. Capability to manage reports using a Web interface so that administrators can perform tasks without being tied to their desks.
Enterprise Reporting Abbrev. Title Abbrev. Title
Reporting User Communities
Many people within an organization are usually involved in some aspect of enterprise reporting. Typically, users are members of one or more of the following communities: information consumers, information explorers, and analysts. Most users typically 65 80 percent of the total user population are information consumers. Information consumers usually view static and predefined reports. If they use printed reports, they might get them the old-fashioned way someone does a batch print, then sends it out or delivers it to each recipient s in-box. A more technical environment might make a document repository available, providing the electronic equivalent of a file cabinet that information consumers can access at will. In some cases, information consumers need to receive information on a recurring basis, such as a weekly update on key performance measurements. One of the many strengths of Reporting Services is its ability to provide easy access to a wide array of predefined reports, making information consumers a key audience served by Reporting Services. Although many people might prefer to view information online, they can still get printed reports or they can have reports delivered by way of e-mail. In either case, reports can be processed on demand (where information is as current as the data in the source system) or on a scheduled basis (where information represents a specific point in time). For maximum flexibility, an information consumer can choose from a variety of formats that can be delivered to a range of devices. Information explorers typically constitute 15 25 percent of the user population. Like information consumers, they use predefined reports, but they also interact with reports. A common type of interaction is the use of filters to isolate segments
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