Strategy Roundtable™ provides a wide range of standard graphs and reports. As these reports are standard, the may not meet the need for customized documents for presentation to senior management, boards of directors or other groups.

Since the Strategy Roundtable™ can be accessed via Microsofts standard ODBC database access method, with a bit of work, you can construct your own custom reports. You can create custom reports with a variety of third party tools including Crystal Reports and Microsoft Office programs such as Word and Excel.

In order to construct almost any custom report you will need a map or model of the data you would like to include in your report. On request, Gryphon Systems Software Support will supply you with a diagram of the data tables you will need to access to create your report.

The following steps are for Office 2002. Your version of Office may differ a bit, but the basics are the same.

To construct a custom report with MS Word (or Excel):

1. First make sure that that Microsoft Query is installed with ODBC drivers. If it is not, you will need your MS Office CD to install it.
2. Next make sure your Strategy Roundtable™ database server (on your network for Strategy Roundtable™ Enterprise, in your system tray for Strategy Roundtable™ Desktop Professional or Desktop Strategy) is running or MS Query will not be able to access the database.
3. Then right click on your toolbar and select the Database tool bar to access MS Query from inside MS Word. This will make the Database tool bar and its database related tools visible. (In Excel, just go to the Data menu selection, select Import External Data and then New Database Query and that will get you to the 'choose a data source' step below).
4. Select the Insert Database icon on the Database toolbar.
5. Select Get Data.
6. On the Data Source Window that pops up select the Tools drop-down menu (upper right section of the window).
7. From the Tools drop down list select MS Query.
8. This will open up MS Query and you will be asked to select a Data Source.
9. Select the name of the database you want to access (such as Acme or Sr).
10. An ODBC Configuration for Adaptive Server Anywhere window will open. Select the Login tab and enter "sr_generic_select_user" as the User Name and "gryphon_systems" as the password and verify on the Database tab that Server name = srserver and Database name = whatever you selected as the Data Source. Please note that this User Name and Password will give you read-only access to the database. If you feel you need update access to the database, please call us to discuss your needs and, if appropriate, obtain the update user name and password.
11. Go back to the ODBC tab and select Test Connection. If the test passes, select OK (twice). If the test fails, double check that you entered everything correctly. If it still fails, give us a call for help.
12. You will be presented with the Query Wizard which you can use to pick columns from the tables in the database to include on your report. Unfortunately, the Query Wizard doesn't let you join tables which you will almost certainly need to do to get a decent report.
13. So, you probably will want to cancel the Wizard and answer Yes to "Do you want to edit the query in MS Query?".
14. Add the tables you want to work with using the pop-up list, drag the key fields between the tables to join the tables and double click on the fields you want to include in the report.
15. When you've got the query you need to generate the desired data for your report, SAVE IT and then return your data to MS Word (or Excel) and proceed to format the report as needed.