Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged...
-
Upload
bethanie-owen -
Category
Documents
-
view
218 -
download
3
Transcript of Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged...
![Page 1: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/1.jpg)
1
Jim’s Top 10 reports to get startedLet’s Get Started…
M
Sales CubeScorecardCFO -Aged Accounts ReceivableDaily Flash ReportIncome Statement for Jet ReportsNAV010 - Company OverviewNAV015 - Profit and Loss VarianceNAV016 - GL Monthly Income Statement
![Page 2: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/2.jpg)
2
Income statements (3x)
![Page 3: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/3.jpg)
3
![Page 4: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/4.jpg)
4
![Page 5: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/5.jpg)
5
With drill down details, sent daily with subscription to branch managers
![Page 6: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/6.jpg)
6
Emailed daily, automatically
![Page 7: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/7.jpg)
7
![Page 8: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/8.jpg)
8
“Best Practice Recommendations” – what I did, Jim’s top 10 to get started, effort =
Reports Method Note/report name
Income Jet Reports 4 Optionsa) 80’s style Jet reportb) GL Income Statementc) Profit and Loss Varianced) Company Overview
Balance Sheet Jet Reports e) In company Overview
Cash NAV module
Aged Receivables SSRS SSRS + CRM AR Dashboard
Sales from CRM CRM Dashboard Jim’s Sales Dashboard
Operations NAV Dashboard Small Business Role Center
BI cube Sales BI Cube
Flash report SSRS Report
![Page 9: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/9.jpg)
What Technology vs Effort $$$
Easy Hard
Operational Reports and
Audits
NAV custom reports
KPI, ScoreCard
Flash Report
Core Reports
Dashboards
Excel BI cubes
Typical work effort, cost $$
![Page 10: Jim’s Top 10 reports to get started Let’s Get Started… M 1 Sales Cube Scorecard CFO -Aged Accounts Receivable Daily Flash Report Income Statement for Jet.](https://reader036.fdocuments.in/reader036/viewer/2022062717/56649e595503460f94b53038/html5/thumbnails/10.jpg)
10
Management information systems (MIS), produce fixed, regularly scheduled reports based on data extracted and summarized from the firm’s underlying transaction processing systems[3] to middle and operational level managers to identify and inform structured and semi-structured decision problems.
Decision support systems (DSS) are computer program applications used by middle and higher management to compile information from a wide range of sources to support problem solving and decision making. A DSS is used mostly for semi-structured and unstructured decision problems.
Executive information systems (EIS) is a reporting tool that provides quick access to summarized reports coming from all company levels and departments such as accounting, human resources and operations.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Hierarchy of reporting – methods of delivery (reports, dashboards & KPI’s, BI Excel cubes) = 446 options – we need to pick a top 10 to get started!Method Count System Type NotesNAV – core reports 36 modules, 286 reports MIS Has report writer to tailor
each report
NAV Dashboards 32 role based EISJet Reports - essential
36 MIS
SQL reports MIS & DSSCRM – core reports 3 modules, 25 reports MISCRM dashboards 3 core, unlimited EISSQL reports - Vox ISM 22 provided by VOX MIS & DSS Each report has variables
BI cubes 4 cubes, each cube has 10 views DSS
Flash reports 1 EIS Use SQL subscription, automatic daily email
Audits 1 DSS Great for inventory control