Understanding Reporting in VS .NET

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Understanding Reporting
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After completing this chapter, you will be able to:
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Understand the purpose of enterprise and ad hoc reporting. Recognize the characteristics of a reporting platform. List the constituents of reporting user communities. Describe the stages of the reporting life cycle. List the features and components of Microsoft SQL Server 2005 Reporting Services.
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In this chapter, you see what enterprise reporting and ad hoc reporting are all about, as well as how they differ from other types of reporting. You also review how different groups within your organization need to use or support reporting and how they participate in the reporting life cycle. With this foundation, you ll better understand how the various components of Reporting Services fully support the reporting needs of your organization.
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Since you re reading this book, it s likely that you work for a company that needs to be able to share information. Whether your company is small or large, can you imagine what would happen if employees couldn t access the information they need to do their jobs The decisions that each individual employee makes during the course of his daily tasks have a profound impact on successful business operations and rely on easy and regular access to information. One way that a company commonly shares information is through enterprise reports. For the purposes of this book, an enterprise report is considered to be the presentation of information that is formally distributed to some or all individuals across an enterprise, or even to individuals outside the enterprise. This information can be presented in a variety of formats, for example, as a Microsoft Excel spreadsheet or a text document. It can also be delivered as a printed report or sent to a list of recipients as an e-mail attachment. Information can also be made available in a central location, such as on a Web page on a corporate intranet or embedded in a portal where users can access reports when needed. Sometimes a company needs a less formal way of creating and sharing information, especially if business dynamics are changing rapidly and there s a need to provide quick access to current information to a small group. In this situation, it s less important to adhere to presentation standards, yet the quality of information must be consistent with traditional enterprise reports. These ad hoc reports tend to be simpler than enterprise reports in terms of data content and
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Part I:
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Getting Started with Reporting Services
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presentation features, and are usually based on standard nontechnical representations, or models, of underlying data sources. A business person should be able to create an ad hoc report without knowing how to write a relational query and without having to wait for technical assistance in order to pull together data to answer a new business question. The diverse types of organizations that use reporting and the differences in their information needs make it difficult to compile a comprehensive list of all possible reporting scenarios. However, you can look at who is using the shared information to develop the following generalizations about reporting scenarios:
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Internal reporting is probably the most common enterprise reporting. This category of reporting involves the sharing of information within an organization across all levels of employees and usually involves standard departmental reports. For example, employees in the product warehouse might regularly receive detailed printed order reports every morning. Elsewhere in the company, managers might get a financial statement in an Excel workbook delivered as an e-mail attachment when the books are closed each month. External reporting can take many forms, but is defined as disseminating information to people outside an organization. This information might be printed and mailed, such as shareholder reports. Increasingly, companies are publishing annual reports as PDFs (Portable Document Format files) for interested parties. External reporting can even include the exchange of information between business systems, such as invoicing information sent to a customer s receivables system electronically.
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 a catalog of the available reports so users can find the reports 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. Ad hoc reporting depends on the availability of a model that allows users to select which data elements should be included in a report, along with a designer tool that allows them to arrange the layout of these elements to produce a simple report. These reports might be saved to a central repository to share with others or they might be stored on the user s local hard drive for personal reference. Embedded reporting is the integration of reports into portals and in-house 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 by using these applications.
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