Thereforeâ„¢ Help

Reports give you an overview of the business processes handled by the Thereforeâ„¢ system. Thereforeâ„¢ supports creating reports with the following third-party applications:

•Microsoft SQL Server Reporting Services

•Microsoft PowerBI

 

Microsoft SQL Server Reporting Services

 

This module allows highly customizable reports to be generated for many different types of business information. Reports are configured in the Thereforeâ„¢ Solution Designer and can be viewed in the Thereforeâ„¢ Navigator, the Thereforeâ„¢ web clients, or on the Thereforeâ„¢ Mobile App.

 

The Reporting module is based on Microsoft SQL Server Reporting, so the Reporting Service must be installed. A link is established between this service and the Thereforeâ„¢ database. Report definitions (.rdl files) and subscription information are saved in the Reporting Service. Reports are created by the Reporting Service and then saved in Thereforeâ„¢, whether per ad-hoc request or scheduled as part of a subscription.

 

In order to manage this module in the Thereforeâ„¢ Solution Designer, the SQL Server Reporting Service must be correctly configured.

Installation: Configuring SQL Reporting Service

Finally, settings need to be defined in the Thereforeâ„¢ Configuration Wizard.

Installation: Thereforeâ„¢ Configuration Wizard

 

See Also

 

 

Microsoft Power BI

 

Data sets containing information from workflows, categories or cases can be automatically uploaded to Power BI according to a defined schedule. This data can then be used to create reports in Power BI which are dynamically updated.

 

See Also