How it Works?

1. Pivotier queries are defined by IT or power users to handle the joining of tables and fields. Queries handle the interpretation of NAV flowfields and other data nuances automatically by generating Transact SQL statements at run-time. Queries also provide a level of data security and optimization of data reads to your SQL Server database.
   
2. End-users define ad-hoc reports within Dynamics NAV using EITHER the Classic or Role-Tailored (i,e, NAV 2009) user interface and select fields from pre-defined queries. The query definition greatly simplifies the user experience by eliminating the need for end-users to understand complex data relationships within the NAV database.
3. Calculated columns, graphical data indicators and charts can be added with a few mouse-clicks to generate rich, colorful and visually stunning reports.
4. Reports can be shared with other users in the enterprise using NAV security roles.
5. Reports can also be published to Excel, PDF or to SSRS.

Encouraging End-users to Create Reports

Users are often confused and intimidated by the vast array of tables and fields available in Dynamics NAV and its many add-on solutions.  They prefer to work within their familiar Classic or Role-tailored NAV interface and resist using external applications like Excel.  Pivotier allows IT departments and partners to define Queries which join multiple tables and fields in normalized data sets to match specific business objectives such as sales reporting or employee analysis.  Now users can simply pick fields and place them on reports without any knowledge of internal data complexities.

We recently hosted a Webinar to show our customers how this reporting tool worked. We invite you to watch this replay to see what you think too. Please leave a comment as to your opinions. Warning, this is a full 60 min presentation of all the details.

Allocate the time before you begin, there is lots to learn: (30 Seconds to open)

Watch 60 min Video on Pivotier

“Pivotier” added as new NAV Reporting option is a post from: Cost Control Software

Related posts:

1. Reporting Options in NAV
2. Reporting 2009 RTC

What is available to end-users?
a.  Built in Report Designer – Classic
b.  Built in Report Designer – RTC
c.  Pivotier – Tool to generate RDL Reports
d.  Jet Reports – Tool to generate Excel Reports
e.  Business Intelligence (Optional Tool Built in NAV)
f.  Business Intelligence (Advanced 3rd Party offerings)

The key to successful roll out of any Reporting Tools falls squarely on the shoulders of the end-user. If you are a NAV End-User, then step up and learn the tools. Actually, learn the tool, singular. Management should select the desired level of reporting needed, and then the staff needs to learn to fully utilize that tool.

Most Reporting Vendors offer class. Take the class! For some of the advanced reporting tools it might be as much as 5 days of class, but the results will be dramatic. You should no longer have to rely on a NAV consultant to create your reports, you know your company the best and the data that is desired on the reports. Just to be sure you know Cost Control Software provides Report Writer Training on CD, so you don’t even have to travel and you can re-watch as often as you like.

See the Report Writer Training Information here.

Reporting Options in NAV is a post from: Cost Control Software

Related posts:

1. “Pivotier” added as new NAV Reporting option
2. Reporting 2009 RTC
3. Billing options for Job Manager

Rick is considering creting a new Reporting Class just for NAV 2009 RTC.  If you would be interested in this training class, please leave us a comment below.

Reporting 2009 RTC is a post from: Cost Control Software

Related posts:

1. Reporting Options in NAV
2. “Pivotier” added as new NAV Reporting option
3. How I learned NAV 2009 RTC