Features
ReportsDNA provides an easy-to-use interface that allows anyone to create reports directly in Excel. It has the following features and benefits.
Simple: everyone can create a report in minutes – a developer is not required.
- Simplifies design - reports are created simply by selecting options in the completely visual user interface.
- There is no development, no coding, no requirements
- Eliminates need for developers, which saves both money and time
- Empowers users - report changes can be made in minutes instead of weeks.
Extensible: one tool, unlimited data source potential
- ReportsDNA comes with the ability to create reports from the following sources:
- ClearQuest
- Excel Spreadsheets
- Databases (Access, Oracle, DB2 …)
- Text Files
- XML
- Web pages
- ReportsDNA can be extended with additional sources allowing you to read information from new data sources.
- The extensions pull the information into Excel, ReportsDNA creates the report.
- These extensions are automatically displayed in the ReportsDNA interface as new options.
- One reporting tool for many applications means users no longer have to learn a new tool for each application.
Automation: ReportsDNA is feature-rich, automating frequently used functions in Microsoft Excel
The following functionality is fully automated when a report is generated.
General
- Multiple reports in each workbook – each worksheet contains its unique report configuration.
- Accepts dynamic parameters (e.g., report that always shows data from TODAY)
- Prompt users for parameters at time of report creation
- Invoke a macro before a report is generated, which can be used a data source
- Invoke a macro after a report is created
Data Retrieval
- Retrieve data from any data store
- Display all records, only unique records, only duplicate records
- Filter out unwanted data
Report Layout
- Create report in a table or by using a template
- Group by field
- Sort by up to 3 fields with the ability to specify a custom sort order for each field
- Specify field order
- Display field names
- Suppress unwanted fields
- Number records
- Total number of records
- Automatically separate data into separate worksheets
Formatting Options
- Specify font, font size, color, style, and row color
- Bold specific fields
- Wrap text for specific fields
- Resize fields to show all data
- Alternate row shading
- Specify maximum row height
- Specify custom formats for each field
- Conditional formatting – format data based on its value
- Format report so field names are always displayed with data
Post-Report Creation
- Automatically save the report and/or a copy to a file or post to a Sharepoint site or a website
- Automatically print report to a designated printer with a designated number of copies
- Automatically email report or entire workbook
- Automatically update pivot tables and pivot charts
Power and Familiarity: ReportsDNA is an extension of Excel
- Microsoft Excel comes installed with all versions of Microsoft Office
- Business users are familiar with the Office interface
- Microsoft Office users are already fluent with Excel
- The Excel format allows reports to be easily shared
- Users can take advantage of the Excel calculation engine and built-in data analysis functionality.