Infor M3 Report Manager. Solution Consultant

Transcription

1 Infor M3 Report Manager Per Osmar Solution Consultant Carl Bengtsson CTO 1

2 Agenda Challenges What is Report Manager Features Key Messages Demo Pilot Pre-req and pricing Summary 2

3 Business Challenges Every company has unique requirements and preferences for reporting that often creates the need for custom reports Failure to have the most relevant reports prominently displayed can delay response to business changes Individual departments have different reporting priorities which can require significant customization by IT department to deliver Individual regions and countries have different reporting needs which is hard for IT departments to deliver Using report data directly in other desktop applications such as Excel. 3

4 What is Infor M3 Report Manager (MRM) MRM provides an application for users to find, organize, generate, view and archive M3 standard reports MRM enables administrators to easily format, extend and manage M3 standard reports without programming MRM is preloaded with more than 800+ M3 reports and the defined reports from M3 AdHoc Reporting MRM is available in both Smart Office and H5/Ming.le. MRM replaces Lawson Smart Reports 4

5 Business Benefit Infor M3 report Manager helps realize the hidden value of standard Infor M3 reports, straight out of the box, and dramatically improves their usability and flexibility 5

6 Feature Highlights Productive Use Generate M3 reports in pdf or Excel format Provide a catalog with preview, browse and search reports and setup your favorite reports Includes reports defined in M3 Adhoc Reporting Access to previously generated reports in the MRM archive User defined M3 report menus Available both Smart Office and H5/Ming.le Easy to Customize and Enhance Structural design of reports Use of report themes for unique look and feel Add data fields in M3 standard Reports through the use of APIs Themes by comp/div/groups International Multi-language support Country specific reports Role specific reports 6

7 User view Reports 8

8 Structural Design 9

9 Demo Live And demo screens 10

10 Infor M3 Report Manager New application to generate, view, manage, extend and distribute M3 reports directly in Smart Office and in H5/Mingle Report Manager replaces Lawson Smart Reports Business benefits Realize the hidden value of standard M3 reports Lower implementation costs Improved business agility Highlights M3 std reports and adhoc reports Structural design of reports Deliver reports in Excel or PDF Report catalog and archive Report browsing and searching Customize reports without programming Available Copyright for Infor. M3 All Rights 10.1 Reserved. and later 11

11 M3 Report Manager Pilot Project We have been very impressed with M3 Report Manager which is a long awaited improvement to the M3 reporting functionality. We have run a successful pilot project and decided to roll it out in production immediately. With MRM we efficiently get the right reports at our users desktop with valuable data in Excel or pdf format Flemming Sorensen, CIO, DAT-Schaub DAT-Schaub in Denmark, F&B on M3 10.1, pilot project performed in less than 5 weeks 12

12 Prerequisites MRM is supported for M and M3 13.x (13.1 and 13.2) Required components Microsoft SQL Server 2012 or 2008 Infor Smart Office , , , or M3 H5 Client Languages English (US), Chinese Simplified, Czech, Danish, Dutch, Finnish, French, German, Hungarian, Italian, Japanese, Norwegian, Polish, Portuguese, Spanish, Swedish More details in the Release Notes 13

13 Summary MRM realizes the hidden value in M3 MRM reduces the total cost of ownership MRM improves business agility and increases user satisfaction 15

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15 Menu 17

16 User view Reports 18

17 Favorites 19

18 Archive 20

19 Search and Filter Reports 21

20 Reports, Context menu 22

21 Preview report sample, when there is no preset 23

22 Select a preview sample report in archive (admins only) 24

23 Now users can preview the report 25

24 Start report in M3 BE double click in tree or context menu 26

25 Selecting output format 27

26 Open report from report log, PDF 28

27 Open report from report log, Excel 29

28 Admin view Report Themes 30

29 Report Configuration, Date, Number, Themes, Report layout config, User 31

30 Report Details 32

31 Language handle a field, matrix 33

32 Language handle a field using text 34

33 Language handle using heading id 35