Beyond the more strategic concepts of getting people to look at your numbers, I thought it would be worthwhile to review the basic ways your field users or casual users - the people NOT entering transactions - can access your data. These are the steps we typically follow in trying to meet our clients' needs in distributing reports:
1. Report Bursting
?Bursting? just means emailing - sending the reports out to a distribution list by email, generally in PDF format.In simple bursting solutions, we add the appropriate user email to each page so the program can divide the report into pieces and send each piece to the appropriate person. In more complex situations where you need to mix and match which data each person needs, more complex software may be needed to determine who gets which piece based on logic in the report.