1. Optifacts Enhanced Reporting Application
OPTERA Reporting
Optifacts Enhanced Reporting Application

2. Introduction
OPTERA provides a simple way for users to access data stored in Optifacts Software
View, search, sort, and report on the data in almost any way you can imagine!
Several pre-designed Excel report templates are supplied as an extra value to ensure novice users are able to put OPTERA to use with minimal training
Advanced users can build from existing report templates or design new reports from scratch.
The possibilities are endless for individuals familiar with MS Excel!
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OPTERA Reporting

3. OPTERA Solutions Graphical Reporting
Short lead time on report requests
No complicated C code development
New views can be loaded with no effects to production
Reports are customizable to the user’s needs
Can be installed on as many PCs as needed
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OPTERA Reporting

4. What is OPTERA?
ODBC (Open Database Connection) between a PC and the Optifacts server
“Views”
Connect commonly used tables
Filter out system-only fields for user-friendly readability
Can be used to create customized reports
Reports
Easy-to-use Microsoft Excel spreadsheets
Over 20 currently available
New reports developed constantly
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OPTERA Reporting

5. How does OPTERA work?
The ODBC connection acts as a tunnel into the Optifacts system. Through this tunnel, you are able to pull out data from the database based on a particular SQL View, table(s), or field(s). An SQL View is a query (search) that joins one or more tables, taking all the guess work out of linking tables together. With the SQL Views, we do all the work for you. Once the data is out of the database, you can view and report on that data using programs such as Microsoft™ Excel.
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OPTERA Reporting

6. How do I set it up? After returning the signed contract…
Quick and easy download of ODBC driver from IBM’s website
Follow the illustrated, step-by-step PC Setup Instructions from the OPTERA website
Start running some reports!
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OPTERA Reporting

7. Types of reports Sales WIP Inventory Taxes Customs Lenses Frames
Accounts Receivables
Production
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8. Sales Reports
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9. Sales Reports
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10. Custom Lite-Up Reporting
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11. Account Sales Report
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12. Lens Sales Report
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13. Lenses Report
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14. Frames Report
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15. Additional uses Mail Merge Red Tray Invoice Reporting VSP Reporting
Holiday Cards
Thank you cards
Sales Promotions
Red Tray Invoice Reporting
VSP Reporting
EXT Reporting
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16. OPTERA Support Website www.optifacts.com/Optera
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17. After Logging in…
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20. Minimum PC Requirements
A PC networked with your Optifacts server
512MB RAM
Microsoft Excel 2000 or newer
Windows XP or Vista operating system
At least 10 GB free hard disk space
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21. From OPTERA users… “Great job guys….I am in OPTERA HEAVEN!”
“…I love this report! It makes a difficult report easy to produce. The old way I have to print out about 6-8 different reports and then manually add the categories. Thank you, thank you, thank you!”
“It's Excellent !! Thank you!”
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