Document Management Software Reporting Service

A good software solution is measured by the level of business intelligence it can provide. Good business information leads to good business decisions. FileHold document management software provides powerful reporting capabilities that generates business intelligence.

Many standard reports are provided as a standard feature of the document management software but an infinite number of reports can be created using the Microsoft® SQL Server™ 2005 or 2008 Reporting Services platform. This reporting capability can also be integrated with the Windows SharePoint Services 3.0 via web parts.

FileHold Standard Reports

Many reports are used every day and are a part of the core FileHold product offerings. These include:

• Document activities report - This reports lists all of a document's activities (ie. date it was check in out, who checked it out, etc.).

• Library list report –An overview of all cabinets, drawers, folder groups, folders and documents.

• System activity report - This report shows a lists of all login and attempted log in activities.

• Active workflows status reports – A family of reports that present the status of currently active workflows by various criteria.

• My FileHold status reports.

• Export Grid to CSV ad-hoc reporting - From any folder view, search results or other FileHold View, you can export easily all contents to a CSV file.

FileHold / Microsoft® SQL Server™ Reporting Services

FileHold determined that no matter how many pre-formatted reports it provided, it would never fully satisfy the need for the varying demand from our customers. Since FileHold stores all metadata fields in the SQL server database FileHold chose to work with the Microsoft reporting tools that come standard with Microsoft SQL. This tool allows FileHold customers to generate their own reports using a standard supported reporting platform.

The reports are developed using the Microsoft® SQL Server Reporting Services.

Microsoft describes this reporting capability as follows: “Microsoft® SQL Server™ Reporting Services is a complete platform for creating, managing, and delivering reports from a variety of data sources.  Reporting Services offers comprehensive functionality for processing, formatting, and rendering data in a variety of traditional and interactive reporting formats. Applications can take advantage of Reporting Services functionality in many ways, from accessing an existing report within an application or portal page, to embedding report processing and design capabilities within a stand-alone application.  SQL Server Reporting Services is designed to be programmable and extensible. Report definitions use a published, extensible XML-format called Report Definition Language (RDL), and Reporting Services offers a Simple Object Access Protocol (SOAP) Web service for managing and accessing reports“.

Once the report is developed and tested, it can be deployed to the SQL 2005/2008 Report Server and be viewed in the following different ways:

• As a custom web page integrated into a web application.

• Via the SQL Server Reporting Services Home Page. Once on the home page users can navigate to the FH reports folder and select a report to view.

• Through a FileHold library administration web page via reports node in the tree view.

• Distributed to specific FileHold group(s) or user(s) through the FileHold Desktop Application

For information on the document management software reporting services, contact sales@filehold.com