Posts Tagged ‘reports’

Focus And Dedication Got Her Far

ERP Essentials – Business Process Design, Optimization, Reporting Requirements

ERP Essentials – Business Process Design, Optimization, Reporting Requirements Know Your Audience If you think about the make up of your company, in terms of personnel and the roles they play, no matter what level someone sits at, CEO, Line Manager, down to Assembler, you can describe that person as a creator of data or […]

Healthcare

Manage by Exception – Setting up an Alert in Domo

Let’s be honest, we all get them. Some come from our team members, some we even set up ourselves, but after a while, they are ignored and turn to noise. What am I talking about? I’m talking about emailed reports. More specifically routine emailed reports that come because you are afraid to miss out on […]

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Where Are My Salesforce Report Formats In Lightning Experience?

If you have recently moved to Salesforce Lightning and are now trying to build a report, you might be wondering where are the report formats? There’s now no longer a drop down where you can choose Summary vs. Matrix, or Joined. So what happened to them? Rest assured, they’re still there. The New Salesforce Lightning […]

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Using Sitecore PowerShell to generate a report on last updates to your content

Recently I had to build a report in Sitecore to show the latest updates done on the content tree of a Sitecore instance and had to determine which users made those changes. One of the other important things on this report was the ability to have content authors generate the report from the Content Editor. If you ever need to perform such actions, the Sitecore Powershell Extensions (SPE) module is probably your best bet.

[Guide] Improving Insight And Reporting In Wealth Management

Business intelligence (BI) technologies enable wealth management firms to analyze raw data, with the goal of improving decision making, enhancing client relationships, increasing operational efficiency, and adhering to legal and regulatory compliance mandates. A properly designed BI framework can provide financial services companies with a rich, intuitive user interface that enables business users to run […]

Archive PBCS Snapshots to Amazon S3 Cloud Storage

Amazon Web Services’ (AWS) low-cost S3 cloud storage provides a cost-efficient solution to archive snapshot files extracted from Oracle Planning and Budgeting Cloud Service (PBCS). In the following paragraphs, I will use the AWS Command Line interface (CLI) to upload to the Amazon S3 bucket to archive backup files pulled down from a PBCS instance. […]

Customizing Component Reports in Adobe Experience Manager

Many times, I have felt it would be good if I could have a bird’s eye view of all the components available in my project, along with details about how and where they are used. Fortunately, AEM has provided us with out-of-the-box (OOTB) components under /libs/cq/reporting/components and corresponding templates under /libs/cq/reporting/templates. We can customize/extend the OOTB […]