Infor M3 Report Manager Per Osmar Solution Consultant per.osmar@infor.com Carl Bengtsson CTO carl.bengtsson@accure.se 1
Agenda Challenges What is Report Manager Features Key Messages Demo Pilot Pre-req and pricing Summary 2
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
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
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
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
User view Reports 8
Structural Design 9
Demo Live And demo screens 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 2012. Infor. M3 All Rights 10.1 Reserved. www.infor.com and later 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
Prerequisites MRM is supported for M3 10.1 and M3 13.x (13.1 and 13.2) Required components Microsoft SQL Server 2012 or 2008 Infor Smart Office 10.1.2, 10.1.1, 10.1.0, or 10.0.5 M3 H5 Client 10.2.1.2 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
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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Menu 17
User view Reports 18
Favorites 19
Archive 20
Search and Filter Reports 21
Reports, Context menu 22
Preview report sample, when there is no preset 23
Select a preview sample report in archive (admins only) 24
Now users can preview the report 25
Start report in M3 BE double click in tree or context menu 26
Selecting output format 27
Open report from report log, PDF 28
Open report from report log, Excel 29
Admin view Report Themes 30
Report Configuration, Date, Number, Themes, Report layout config, User 31
Report Details 32
Language handle a field, matrix 33
Language handle a field using text 34
Language handle using heading id 35