Reporting

Gain Complete Report Flexibility with SmartSolve Ad-hoc Reporting

Gain quick visibility into your data and total control over the format, appearance, and context of all your quality reports with Pilgrim’s SmartInsight^™ Report Writer. This easy-to-use solution allows you to instantly create professional, custom log reports that you can save and reuse whenever you wish. SmartInsight gives you the ability to create new log reports, with runtime parameters and embedded graphs, and an ability to share these reports with other users. Better still, you can export the report into a PDF, Word, ASCII, and other popular formats. Enjoy custom log reports in one simple, point-and-click system. SmartInsight Report Writer is the perfect add-on to the overall SmartSolve^® solution to extend the built-in reporting functionality by easily creating new reports.

Designed for Business Users

SmartInsight Report Writer is designed to be utilized by business analysts. The solution is 100% web-based and allows for reports to be designed easily with no technical or programming skills required. Pilgrim recognizes that the power of any system is to allow its customer users to retrieve, report and analyze the data. SmartInsight is designed from the ground up, to allow both users and business analysts to easily retrieve, report and analyze data in a snap.

Unlimited Reporting Flexibility

Enjoy unlimited possibilities for any type of report – including Consolidated Summary and Cross-Tab reports. Choose the range of data elements you want to include in your report. Create an unlimited number of calculated columns that can be designed to hold the results of calculations based on other fields and columns, or on your own custom formulas. Create reports with multiple filters that can be entered by the user at runtime. Determine the way you want to subtotal and group the data in your reports, and easily drag and drop data columns in charts.

Report Designer

SmartInsight Report Writer boasts a simple-to-use, intuitive and 100% web-based report designer that allows users to define report titles, report footers, required columns, column titles, charts, chart series, group footers, etc. The solution allows for created reports to be tested using its Preview capabilities. Once satisfied that the report is behaving as it should, the user can save and publish the required report.

Publishing and Distribution

SmartInsight Report Writer provides powerful options to allow for publishing capabilities. Create a personalized report or share it with others as you see fit. There are options to make the report fully public, or share with department personnel or specific roles, or even identify specific user names. Easily edit report headers and footers, and instantly see a preview of your report prior to finalizing it. Select the report template to include your company logo and copyright information. Users can easily distribute a report link via e-mail to a defined list of people, enabling up-to-date, accurate reports to be quickly available.

Expression Builder

The solution provides more than 100 built-in expression functions to allow a user to tailor the report information to be presented. Expressions include Calculation expressions, Hyperlinking expressions, Date Formatting expressions, String Formatting expressions, and more. The expression builder allows for drag-and-drop expression building, and provides a syntax checker to ensure that the expressions can be built and tested easily.

Import/Export

SmartInsight Report Writer recognizes that customers will have more than one environment in which the system may be used. A report can be created and tested in a Test environment, can be exported and imported into the Validation environment, and then migrated into Production. The export and import capability is critical for any company that has a stringent requirement to follow change control before using a report.

Report Data Model

Reporting against an application is typically limited to the different published data models (table joins) within the application. SmartInsight recognizes this limitation imposed by typical report writing solutions, and removes this barrier for business users to easily view the different views and tables within the application by allowing the users to create new views with the relevant joins and create a reporting data model. This reporting data model can then be used to create new reports, thus allowing the use of customer-created logical data model(s).

Capabilities Matrix

Capabilities	Benefits
100% Web-based	Provides users with web access the ability to view the reports. Users only need a minimum of read-only licenses to view the reports.
Expression Builder	This allows the user to display calculated fields in the report grid and charts using the different date, math, aggregate and conditional functions.
Import and Export	User can export reports created in the development environment and easily import the same into the production environment without having to recreate the reports.
Report Data Model	Allows customers to extend which data they can report against without having to get IT/DBA involved.
Publishing	This capability allows the report creator to put a hyperlink on a field on the report, to either launch another report by passing the field value as a parameter, or to drill into the specific record in SmartSolve.
Charts and Chart Series	Allows customers to visualize the data that is being presented on the screen; also allows for multiple charts representing different ways of interpreting the data to meet appropriate business scenarios.
Headers, Footers and Logos	Allows customers to tailor the report to personalize the report titles, when the report was printed, page numbers, logo placement, confidentiality statements to protect the company, etc.
Distribution	Allows customers to distribute a report link via e-mail to a defined list of people.

Reporting

Gain Complete Report Flexibility with SmartSolve Ad-hoc Reporting

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