If you are on RB9, you cannot create custom reports in other applications using your RB9 data without the Data Reader plug-in. This is due to security issues with directly connecting to RB9 databases in the cloud. Data Reader solves that problem with a dedicated connection to your RB9 database in the cloud so you can use your RB9 information in your own reports or other applications.<\/p>\n
If you want to view your RB9 data in a way that is not already available in RB9 \u2014 such as a marketing or financial report that is not part of RB9 \u2014 add Data Reader to give yourself remote access to your data.<\/p>\n
With Data Reader, you log into your RB9 database in the cloud from a third-party application, such as Crystal Reports or Microsoft Access, to run reports or perform other functions with your RB9 data.<\/p>\n
You do not have to install anything on your end to use Data\u00a0Reader. And like all RB plug-ins, you subscribe to it on a monthly\u00a0basis and can cancel it at any time.<\/p>\n
Data Reader is a secure way to access your RB9 database from outside RB9 because:<\/p>\n
Data Reader comes in two sizes:<\/p>\n
Version for creating custom reports\u00a0on individual workstations.\u00a0Good for companies who write\u00a0reports on up to 3 workstations.\u00a0Or for companies with remote offices\/workers who need to write reports.<\/p>\n
Works for only the named workstation(\u00a0s) you register with OMTI.\u00a0A license cannot be shared, so\u00a0if you want to write reports on\u00a0a desktop computer and your\u00a0laptop, you will need 2 licenses.<\/p>\n
Version for companies that\u00a0need to have four or more\u00a0workstations on the same IP address access their\u00a0database outside RB9.<\/p>\n
Allows all workstations in an office to access your RB9 data. The public IP you specify can access your database. If you want to create custom reports on 4 or more workstations In your office, Data Reader \u2013 Per IP will be cheaper.<\/p>\n
NOTE: Sensitive information, such as\u00a0Tax ID and Social Security numbers,\u00a0are encrypted and will not be usable\u00a0data outside RB9.<\/em><\/p>\n Most companies will probably\u00a0need Data Reader on only one\u00a0workstation to generate reports\u00a0that can then be emailed to\u00a0everyone who needs to read the\u00a0report.<\/p>\n If you do require multiple workstations to access your RB9 data through Data Reader, there are no bandwidth limitations per any plug-in, so there will be no performance issues in relation to how many concurrent connections you make.<\/p>\n If you ever want to switch\u00a0your Data Reader registration\u00a0to a different workstation or\u00a0public IP, ask us and we can\u00a0process your request within\u00a0one business day.<\/p>\n NOTE: Data Reader is not available with RB9 Lite.<\/em><\/p>\n TL;DR: Use the Data Reader plug-in to create custom reports with RB9 data in other applications.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"Which version is right for you?<\/h2>\n
New workstation?<\/h2>\n