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Pentaho Reporting Overview All organizations use reporting in one form or another. As a result, reporting is considered a core Business Intelligence (BI) need and is frequently the first BI application deployed. Pentaho Reporting allows organizations to easily access, format, and distribute information to employees, customers, and partners. Pentaho Reporting provides access to information in relational, OLAP, or XML-based data sources, and delivers output in popular formats including Adobe PDF, HTML, Microsoft Excel, Rich Text Format, or plain text. Comprehensive formatting capabilities give report designers the ability to highlight exceptions, create groupings, and add totals and subtotals. Pentaho Reporting delivers this information securely to end-users via corporate portals, e-mail, or custom applications. Pentaho Reporting provides unmatched deployment flexibility. Whether you re looking for a standalone desktop reporting tool, web-based reporting, or comprehensive business intelligence (BI) including reporting, analysis, and dashboards, Pentaho Reporting allows you to start small and scale up if your reporting needs grow in the future. Pentaho Reporting addresses the full spectrum of reporting needs. Pentaho TM Pentaho Reporting 2
Flexible, Enterprise-Class Reporting Broad reporting capabilities - from simple reports on a web site to highly formatted reports for applications such as financial reporting Both scheduled and on-demand report publishing Delivery on-line, via e-mail, web portlet, custom application, web service, or task-bar notification Wide range of formats including Adobe PDF, HTML, Microsoft Excel, Rich Text Format, or plain text Rich report content includes tables, charts, templates, galleries, preview, and page-based formatting for headers, footers, etc. Comprehensive Security Role-based security and business rules Users and Groups Supports Secure http Secure Sockets Layer (SSL) Supports Java Single Sign-On/JOSSO and LDAP to integrate with existing enterprise security Integrated Auditing Captures all system events Provides visibility into system usage for compliance purposes Allows tracking of user activity including login frequency, login history, session activity Allows tracking of report usage including report usage frequency, last time accessed, viewed-by users, report schedules Broad Data Source Support Compliant with Java Database Connectivity (JDBC) 2.0 or later Supports proprietary databases including Oracle, IBM DB2, Microsoft SQL Server, NCR Teradata and more Supports popular open source databases including MySQL, PostgresSQL, EnterpriseDB, and others Supports popular OLAP databases via XML/A and MDX standards Supports XML-based sources via XQuery Modern, Standards-based Architecture 100% J2EE server components for scalability, portability, and integration Open, XML-based repository for managing documents, business rules, and user information All components exposed via Web Services for easy integration into Service Oriented Architectures (SOAs) Pentaho TM Pentaho Reporting 3
Pentaho Report Design Wizard Step-by-step wizard guides report designers through the design process Simplifies and streamlines query definition, layout, grouping, and formatting Report templates accelerate report creation and provide consistent look-and-feel The Pentaho Report Design Wizard simplifies and streamlines report creation. Integrated Report Bursting Burst reports to large numbers of users Distribute reports based on user role o Example: Reports that only go to Managers, or only the HR Employees Distribute reports based on business rules o Example: Send a report to the finance department whenever a customer with a balance of more than 10,000 is more than 60 days past due Scale to large numbers of users while minimizing database access and simplifying administration Pentaho TM Pentaho Reporting 4
Interactive, Parameter-driven Reporting Allows designers to create one report that satisfies multiple end-user needs Empowers end-users by letting them select the parameters for a report o Example: Running a sales report for the North America region o Example: Running a report on a customer s purchasing history since July 1, 2005 Allows end-users to run and re-run reports with different parameters Reporting Process Overview Report creation and distribution: Report designers can create or modify reports using an intuitive graphical user interface. Java developers can create or modify reports using Pentaho Workbench tools, or programmatically by directly manipulating Pentaho Reporting XML definitions. Business users receive reports via e-mail, PDF, or web. These can be automatically filtered based on role or criteria. Parameters allow users to customize reports further. Pentaho TM Pentaho Reporting 5