dhc recently ran a customer webinar covering the Access Dimensions data structures, enquiries and reporting options. We are now using the Citrix ‘Go to Webinar’ facility which proved to provide a superior visual and technical experience for users, and allows registrants to listen either via telephone or through inbuilt microphones or headphones. The feedback we received was excellent.
During this hour long session, dhc’s Managing Director Richard Gyles looked first at the data structures within Dimensions showing how important it is that the system is set up efficiently with sort fields populated to allow information to be pulled out quickly and easily. The session then moved on to cover the standard reporting provided within Dimensions and Dimensions Lite. Flexible enquiry screens provide instant on-screen access to a huge array of information. For example, you can look up customer and supplier contact details, study their terms and credit position and view budget/actual costs on projects or nominal reports whilst holding multiple screens open at one time. You can drill down to display or print source transactions – or drill across to find similar or associated records using flexible Smart Tag technology. Whatever your enquiry, you have easy access to a 360 degree view of all related information.
Richard then showcased the additional reporting options that are available to enhance the system in a delivery format of your choice. These tools include iConnekt Enquire which provides web based access to Crystal reports to financial or non-financial users. We also looked at the free Microsoft Query facility which comes with Office and allows information to be exported out into Excel for visibility. Moving on, we covered Access Office Integration which provides pivot table functionality, integration into Word, Excel and Outlook which allows you to gain a better understanding of your business with powerful analytical tools. Data cubes, the easy to use business intelligence functionality, enable decision-makers in every department to monitor performance, spot trends, and identify opportunities. Access Report Writer is a tool that allows users to build reports using the data structure, filters and parameters then allowing you to choose the report format of your choice. Access Dashboard is a third party browser based reporting and business intelligence tool, allowed using to track bank balances, top 10 performers and any KPI of your choice with dynamic data views of your changing business position. Your pre-defined information is presented in easy to use tables, grids and speedometer style graphics, whilst trends can be identified via graphs, charts and a simple traffic light system.
From boardroom basics to business intelligence, your key information is delivered to your schedule and available on demand – whether you’re on the internet, in the office or using your iPhone.
If you would like to view a recording of this webinar, contact Joanna.email@example.com.
If the topics mentioned above are of interest, or you would like to discuss them in more detail, please do not hesitate to contact either Jo Greig or Claire Williams on 01483 413 381 or by email: Joanna.firstname.lastname@example.org and Claire.email@example.com.
We look forward to welcoming our customers to future webinars and if there are any topics that you would like us to cover, please just let us know. We will be recording sessions going forward and are happy to provide links to sessions. If you would like to arrange a review meeting to have a catch up with regards to the systems that you have in place, please contact Jo who is happy to arrange this for you.