At Paladin, we are always exploring new methods to advance the ways our customers interact with and leverage our software solutions. We are excited to introduce “Excellence in Coaching,” a new series of free bi-weekly webinars! Initial topics include: distinctive features, custom reporting, loyalty programs, procedure recommendations, detailed instruction on new features, Mobile2 apps and more. Beginning June 30th, “The Top 10 Most Overlooked Features in Paladin POS” will kick things off. This presentation was well received at the recent Paladin User’s Group. To discover how you can participate in this and other Excellence in Coaching Webinars, click here.
As our customers know, Paladin provides countless standard reports with varied reporting criteria. But did you know that Paladin gives you access to all data elements (data fields) in the Paladin system? And you don’t need to be a programmer. Paladin allows safe “read only” access to all of your data through a feature called ODBC (Open DataBase Connectivity), which can be found on every Paladin server. One practical use of this feature is to create a report that contains information that you may not be able to generate with Paladin’s standard reporting, or if you want to export the information to an “editable” format using MS Excel.
Have you ever wanted to produce a report of your Suppliers, complete with contact information and all various settings of each supplier? To create this report, all you need to do is open the Microsoft Excel application and select the following options, File/Data/From Other Sources/From Microsoft Query. A dialogue box will appear and in the box should be the following ODBC connector “*Paladin”. When you select the link (by double clicking on it) you will be presented with a list of all the available Paladin tables, along with the fields in the tables. Go to the “Supplier” table and select the fields you desire in your Excel report. As you click through the “Next” buttons, you will be able to select specific criteria and even sort your data, but none of this is required. Simply click “Next” to bypass if desired. Then click the “Finish” button, determine where you want the data placed in your Excel document (usually Column A Row 1 [A:1], then hit OK. Your final report should show a listing of all Suppliers with the fields and criteria you selected.
The ODBC connector feature is a very simple method for creating custom reports. The possibilities are limitless for genuine SQL programmers, but the Paladin ODBC feature gives access to custom reports for regular people, like you and me. If you are interested in learning more about using ODBC, stay tuned for future webinars from Paladin.
By Charles Owen