Quick Start Guide for Administrators

Quick Start Guide for Administrators

So you’ve just set up a trial, or purchased Mercury for your company.

Thank you!

Now what?

Connect to Your Corporate Database(s)

To use Mercury with your corporate data, you need to:

  1. Create one or more Connections to your corporate data sources.  Each Connection tells Mercury how to communicate with the server.  See Admin > Connections for details and examples. 
You can also launch Mercury and use the included demo database to see examples of various connections.  (By default, Mercury will take you straight into your own Mercury meta-db.  To switch to the demo, …) 

If you wish to use the demo version of Mercury with your corporate data, you can either edit an existing Connection, or create a new one.  Of course, your corporate data platform must be the same as the one used in the sample connection and reports.)

  1. Optionally create data queries to retrieve data needed for your reports. 
In some cases, these queries might already exist – for example, Dynamics GP includes quite a few stored procedures and views that you can use to supply data to a Mercury report.  Business Central includes a number of web-service queries. 

See the article on Mercury Data Retrieval Guidelines for more information.  If you need new queries but have neither 

(a) in-house expertise, nor 

(b) an existing relationship with a consultant or VAR, 

then please contact us.

Add Users

Add users.  See Admin > Users for details.

Create Reports

  1. Create one or more reports.  See Admin > Reports for details.
If you want to get a feel for how Mercury works, and how Connections and Reports are managed, you can use the demo-database.  See the user quick start guide for details.
Optional: download and import sample reports for your underlying database platforms, if available.
  1. Dynamics GP
  2. Business Central
  3. Sage xyz
  4. Peachtree

Download from here: [Sorry – this is still under construction and not yet available!  Please contact us if you’re interested in sample reports.]

Install your samples from within Mercury.   See Admin > Reports for details.

  In some cases, database stored procedures or views will have to be created.  

You may wish to adjust user-report permissions after you import the samples.  You can do that either via Admin > Reports or Admin > Users.

Optional: Upload Company Logo(s)

If you want to export report results (e.g. to Excel or PDF), or if you plan to print report results, you can upload one or more company-logos.

Once uploaded, you can pre-assign a company-logo for each combination of user and report, and/or you can let users decide for themselves which logo to include when exporting or printing.

See Admin > Logos for details.

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