Reporting

Extensive reporting and analysis features

Reporting Overview

Enterprise Level Reporting Tools to Manage Progress

A critical part of any business is the ability to easily access and report on data in your system. In particular, in a nonprofit environment, there are additional demands for specialized reports for unique shipping manifest, donor reporting, kit budgeting, etc. To address these needs, HELM has two reporting tools build in. The first is for more traditional reports, and the second is for advanced users wishing to do on-the-fly Ad-Hoc reports, exports, and chart.

Standard Reports

The standard reporting system in HELM is based on over 300 reports build into the system, organized by Module and Category. These reports are developed with Crystal Reports and the query and output operations are to generate reports are a function of the HELM interface.

Along with the standard reports included in HELM, it is common for clients to want customized version of some reports. In particular shipping manifests and outbound documents. HELM accomodates this by allowing reports to be customized and added as a new “Custom” report that shows in the category in a separate column.

When a report is selected, HELM gives the user the ability to query on any data fields included in any table in the report. This gives a powerful and flexible data selection capability. Report queries can be saved and retrieved for future/repetetive use. Advanced users can also edit the native Crystal Reports query language to make advanced query requests.

Generation of the report comes up as a PDF file by default. Entries are automatically uploaded and organized for convenient presentation. The output can be printed, exported to email, etc. Like any PDF, the output can be scaled and zoomed. Report output can also be generated for Microsoft Excel.

report_selection_sample_output

Ad-Hoc Reports

To meet the needs of advanced users, HELM includes an Ad-Hoc report and data export tool. This tool allows a user to pull data from any data tables in the system, query them in any way, and even aggregate and chart the data.

The process starts with selecting the table(s) you would like to pull data from. From here you can select all or any number of columns in your tables(s) and then move on to the filter process.

Similar to Standard Reports, the Ad-Hoc reporting system lets you filter on any data field in your selected tables – even if the field is not in your output! This powerful filter function lets you drill down on the dataset you are looking for with great detail.

With the dataset preview at your fingertips, you now have several options. You can export the dataset to Excel, you can print the results, or you can continue on to drill down further by Aggregating the results.

Aggregation allows you to take your result data set and choose sub columns to report on, group, and sort. This alows you to easiliy build meaningful summaries, groups, and pivots of your data.

Aggregation produces it’s own result set that you can again export to Excel, print, and continue on to charting.

The charting function produces bold graphics for high-impact display of your data. The charts can easiliy be exported, saved, or eamiled – making it easy to share your charts, or import them into your reports and presentations.