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Do You Have Access to the Right Data, Right Now?

The best storage & retrieval systems, used properly, can make a business run better.

For this hypothetical sample, we chose a vehicle leasing system that needed to produce ad hoc reports as part of a service to its finance company's fleet clients.  Since the type of data is not being demonstrated, merely the procedure, imagine your data, as you move through this example.  There is no hardware nor software to buy before you begin to use this executive management application. You may also let your customers use it as a management information reporting system.  

Step 1.
The user decides to run an existing report or build a new specification from the “Query Folders” page. This folder area contains previously constructed ad hoc report specifications and the option to name and create a new report specification.



Step 2.
Select the data file source (vehicle history or client driver) to be used.

Step 3.
Select the fields within the file and indicate appropriate ranges of filtered data for inclusion.

Step 4.
Determine the order in which the reported columns are to appear.

Step 5.
Save the report specifications and build the report. The report specification may be saved and run at a later time with the then current data.

Step 6.
Once the process is completed a report will be generated that the user can export into a choice of formats. These formats will include comma delimited text files, Excel and printer-friendly HTML.

 

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Copyright © 2002 ECI - Marketing Alliances, an Express Concepts Company
Last modified: 07/25/08