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SQL REPORTING & DATA SOLUTIONS

Structure Your Data. Report With Clarity.

Turn operational database information into structured reporting datasets using SQL queries, joins, views, aggregations and reporting logic designed around real business requirements.

SQL Server T-SQL Reporting Queries SQL Views Data Preparation Power BI
Discuss Your SQL Reporting
01
Structured Queries

Retrieve business data around defined reporting requirements.

02
Reporting Views

Create reusable SQL reporting layers where appropriate.

03
Connected Data

Bring related database information together.

04
BI Ready

Prepare SQL data for reporting and analytics.

01

Overview

DATABASE DATA INTO BUSINESS INFORMATION

Your database contains data. Reporting gives it context.

Business applications can store large amounts of operational information across customers, sales, purchases, inventory, finance, services, employees and other business processes.

That information is not always organized in the same way management needs to view it. Reporting often requires multiple tables to be joined, filtered, categorized, calculated and summarized.

Incodiv Tech develops SQL reporting and data solutions that help convert suitable database information into structured datasets for operational reports, management reporting, Power BI dashboards and analytics.

02

Capabilities

SQL REPORTING CAPABILITIES

Build the data layer behind clearer reporting.

01

Reporting Queries

Build SQL queries around defined operational and management reporting requirements.

02

SQL Views

Create reusable database views for suitable reporting and analytics scenarios.

03

Table Joins

Connect related business information across appropriate database tables.

04

Data Aggregation

Summarize suitable transactional data for management and analytical reporting.

05

Data Filtering

Structure reporting datasets around relevant records, periods and business rules.

06

Reporting Datasets

Prepare database information around the fields and structures required by reports.

07

KPI Data Preparation

Structure suitable database information for business measures and KPIs.

08

Data Relationships

Review relevant relationships between operational entities used in reporting.

09

Power BI Data Layer

Prepare suitable SQL information for Power BI reporting and analytical models.

10

Operational Reporting

Build datasets around daily business activity and operational monitoring.

11

Management Reporting

Prepare summarized information for leadership and management reporting requirements.

12

Existing Report Improvement

Review existing SQL reporting structures and identify practical improvements.

03

Business Challenges

WHEN DATABASE DATA IS HARD TO REPORT

The information exists. Getting the right answer is the challenge.

01

Data Across Many Tables

Important reporting information may be distributed across multiple related database tables.

02

Manual Excel Reporting

Teams may repeatedly export database information and manually restructure it in spreadsheets.

03

Complex Business Logic

Reporting may require calculations, classifications and conditions not directly available in source tables.

04

Duplicate Reporting Logic

Different reports may repeatedly rebuild similar joins, filters and business calculations.

05

Slow Report Preparation

Significant manual preparation can delay access to management information.

06

Inconsistent Results

Different query logic or definitions can produce different answers to the same business question.

04

Reporting Model

FROM DATABASE TO BUSINESS REPORT

Build a structured path from tables to insight.

01

Source

Operational database tables and records.

02

Join

Connect relevant business entities.

03

Structure

Filter, calculate and categorize.

04

Dataset

Prepare reporting-ready information.

05

Report

Use data for reports and dashboards.

05

Reporting Queries

ASK THE DATABASE THE RIGHT QUESTIONS

Queries designed around business reporting needs.

Reporting queries can retrieve, combine and summarize suitable database information around specific business questions rather than simply exposing raw operational tables.

01

Select

Retrieve relevant fields required by the report.

02

Join

Connect related entities using appropriate relationships.

03

Filter

Limit records according to relevant reporting criteria.

04

Calculate

Derive suitable reporting values and classifications.

05

Aggregate

Summarize transactions around appropriate business dimensions.

06

Order

Structure results for the intended reporting experience.

06

Relationships

CONNECT BUSINESS ENTITIES

Bring related records into one reporting view.

A useful business report may require information from several parts of a database. Sales reporting, for example, can involve customers, invoices, products, branches, users and payment records.

CUSTOMER Customer Data
TRANSACTION Sales / Invoice
PRODUCT Product Data
LOCATION Branch Data
07

SQL Views

REUSABLE REPORTING STRUCTURES

Create a cleaner layer between databases and reports.

Where appropriate, SQL views can provide reusable reporting structures that expose selected and transformed information without requiring every report to rebuild the same query logic.

TABLE 01 TABLE 02 TABLE 03 TABLE 04
SQL REPORTING VIEW

Selected fields + joins + reporting logic

REPORTS POWER BI ANALYTICS
08

Aggregation

TURN TRANSACTIONS INTO MEASURES

Summarize detailed records into meaningful reporting views.

Operational systems may contain thousands or millions of individual records. Reporting often needs to summarize those records around periods, customers, products, branches or other dimensions.

Sum

Revenue, costs, payments and values.

Count

Orders, customers, transactions and records.

Average

Suitable averages around business activity.

Group

Summaries by category, branch, period or entity.

09

Operational Reporting

SUPPORT DAY-TO-DAY BUSINESS VISIBILITY

Reporting for the work happening today.

Operational reports can help teams view current business records, transactions, statuses and outstanding activity where the required data is available.

01 Sales Transactions
02 Customer Balances
03 Supplier Balances
04 Inventory Position
05 Purchase Activity
06 Pending Work
07 Service Activity
08 Branch Activity
10

Management Reporting

MOVE FROM RECORDS TO PERFORMANCE

Give management a clearer business view.

Management reporting usually needs a different level of information from operational reports. Instead of individual transactions, leadership may need summarized trends, comparisons, balances and performance indicators.

01

Performance

What happened during the selected period?

02

Comparison

How does performance compare with another period or target?

03

Breakdown

Which customers, products, teams or locations contributed?

04

Attention

Which available indicators require management review?

11

Business Areas

REPORT ACROSS BUSINESS FUNCTIONS

SQL reporting can support different operational areas.

01

Sales

Orders, revenue, customers and products.

02

Finance

Transactions, balances, income and expenses.

03

Inventory

Stock, products, warehouses and movement.

04

Procurement

Purchases, suppliers and receiving activity.

05

Customers

Profiles, activity, balances and history.

06

Operations

Workload, activity, status and completion.

12

Power BI Data

SQL + POWER BI

Build a stronger database foundation for dashboards.

Power BI can work with SQL-based data sources. Where suitable, database reporting structures can provide a cleaner source for Power BI modeling and visualization.

DATABASE SQL Server
REPORTING LAYER Queries / Views
MODEL Power BI Model
EXPERIENCE Dashboard
13

Data Validation

CHECK BEFORE YOU REPORT

Reporting logic should match business reality.

SQL can calculate exactly what it is instructed to calculate. That makes business validation important when defining joins, filters, categories, calculations and reporting rules.

01 Record Counts

Compare expected and returned record volumes.

02 Totals

Validate important amounts against known source values.

03 Relationships

Check joins against intended business relationships.

04 Business Rules

Confirm calculations and classifications with stakeholders.

14

Query Design

PRACTICAL QUERY DESIGN

Retrieve what reporting needs — not everything the database contains.

Reporting query design should consider the available database structure, data volume, indexes, relationships, filtering requirements, execution patterns and the wider application environment.

Relevant Columns

Retrieve fields required by the reporting use case.

Relevant Records

Apply appropriate filters where reporting permits.

Appropriate Joins

Join tables around intended business relationships.

Execution Review

Review query behavior where performance requires attention.

Query performance depends on the database structure, infrastructure, data volume, indexes, concurrent workload and reporting requirements. Optimization should therefore be assessed within the actual environment.

15

Architecture

DATABASE TO DECISION

Structure reporting across clear layers.

LAYER 01 Business Application ERP • CRM • POS • Custom Software
LAYER 02 SQL Database Operational tables and relationships
LAYER 03 Reporting Layer Queries • Views • Datasets
LAYER 04 Analytics Power BI • Reports • KPIs
LAYER 05 Business Users Teams • Managers • Leadership
16

Existing Reporting

IMPROVE WHAT ALREADY EXISTS

Existing reports don't always need to be rebuilt from zero.

Existing SQL queries, reporting views and datasets can be reviewed to understand how current reports work and where practical improvements may be appropriate.

01 Query Structure
02 Join Logic
03 Filtering Logic
04 Business Calculations
05 Repeated Logic
06 Reporting Structure
07 Power BI Readiness
08 Improvement Roadmap
17

Technology

DATA & REPORTING TECHNOLOGY

Technologies for structured reporting solutions.

SQL Server T-SQL MySQL SQL Queries SQL Views Stored Procedures Power BI Power Query DAX Excel Dataverse SharePoint REST APIs Business Applications
18

Our Process

FROM REQUIREMENT TO REPORTING DATA

Build SQL reporting around the question that needs answering.

01

Discover

Understand business questions, reports and users.

02

Assess

Review available database tables and relationships.

03

Define

Agree fields, calculations, filters and reporting logic.

04

Build

Develop suitable queries, views and datasets.

05

Validate

Compare reporting results with expected business values.

06

Connect

Use prepared information within reporting solutions.

19

Why Incodiv

DATABASE + SOFTWARE + ANALYTICS

We understand both the system and the report.

Incodiv Tech works across business software, SQL databases, Power BI, Microsoft technologies, integrations and custom applications.

This helps us approach reporting with an understanding of both how operational data is generated and how business users need to consume it.

01

SQL Server & T-SQL experience

02

Power BI & analytics experience

03

Business software understanding

04

Database reporting structures

05

Data integration experience

06

Business-focused reporting approach

21

FAQ

COMMON QUESTIONS

SQL reporting, explained.

What is SQL reporting? +

SQL reporting uses database queries and related reporting structures to retrieve, combine, calculate and summarize business information for reports and analytics.

Can you build reports from our existing SQL database? +

Yes, where appropriate database access, table structures and business information are available. The database can be reviewed against the required reporting use cases.

Can SQL Server connect with Power BI? +

Yes. Power BI supports SQL Server as a data source. The appropriate connection, refresh and deployment approach depends on the specific environment.

Can you create SQL views for reporting? +

Yes. Where suitable, database views can provide reusable structures for selected reporting information and reduce repeated query logic across reports.

Can you improve slow SQL reports? +

Existing queries and reporting structures can be reviewed. Appropriate improvements depend on factors such as query design, indexes, database structure, data volume, infrastructure and concurrent workload.

Do you work with MySQL as well as SQL Server? +

Yes. Suitable reporting solutions can be developed around SQL Server and MySQL databases depending on the application, access and reporting requirements.

Can you replace our manual Excel reporting? +

Where the required information exists in accessible databases, suitable manual spreadsheet reporting processes can often be replaced or reduced through structured SQL datasets and reporting solutions.

Can existing SQL reports be used in Power BI? +

Existing SQL queries or reporting structures can be reviewed to determine whether they are suitable as part of a Power BI reporting solution or should be adjusted for the intended analytical model.

YOUR DATABASE ALREADY HOLDS VALUABLE INFORMATION

Turn SQL data into clearer business reporting.

Tell us what database you use, where your business information is stored and what your teams or management need to report.

Discuss Your SQL Reporting
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