For the next several weeks, I will be focussing on multiple features of our product suite. Today, I will take a look at our ad hoc reporting capability.
A while ago, I had covered how our ad hoc reporting capability came about in a post- you can read about it here. In this post, we will highlight key capabilities of our reporting module. In short, the TS reporting module allows end users to create conditional reports, save them, export reported data into MS Excel or PDF and schedule reports to be delivered either to a network folder or your email inbox.
To start creating a report, you would select a view from the available list of views. Views are essentially groups of fields from your database that you can select to include in your report - for the technically minded this is really a database view - a view that exposes selected fields from multiple tables. Now here is why we use views- its is simpler for end users to use and quick enough (a day's turn around) for our product team to create it. We also have most of the views that you would need already in there.
For this report, I have selected the "Current Day Transactions" view and choose a few fields from the list of Available fields for this new report. Now, I have added 2 conditions setting the as of date to the current day (the day an end user runs this report) and have asked the system to prompt the use for the flow code (i.e. the type of transaction you are looking for - for example ACHD for and ACH Debit). I clicked on the conditions link (can use the +,- links to add and remove conditions), the pop up below shows the ability to add multiple conditions and either provide values for these conditions or prompt users to enter the values at runtime.
Now, you can preview and save to create an ad hoc report that reports on transactions for the current day for the transaction types that you choose at runtime. This report can be made available to either yourself or other users based on the permissions you have and based on the features available below.
So, we have created a quick conditional ad hoc report and shared it with our users. In the next post, we will discuss some of the more advanced features of ad hoc reporting.