SQL Server Reporting Services (SSRS) Reporting with ProgressCRM - - PowerPoint PPT Presentation

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Sep 22, 2023 441 likes •763 views

SQL Server Reporting Services (SSRS) Reporting with ProgressCRM Gemma Cutler MakeITaplan Limited Agenda ProgressCRM Reporting options What is SSRS Types of SSRS reports SSRS Report Examples Report Builder - overview

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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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