Book Image

Microsoft Dynamics GP 2010 Reporting

Book Image

Microsoft Dynamics GP 2010 Reporting

Overview of this book

Resources such as the book you now hold in your hand are critical to taking the extra step in uncovering the trends locked deep within your data. Not only will this book offer insight into the many reporting tools currently available for GP, it will also offer a unique perspective on how each reporting tool can be used to meet specific challenges faced by your organization" - Errol Schoenfish, a member of the Microsoft Dynamics community for over 24 years Microsoft Dynamics GP 2010 is a sophisticated Enterprise Resource Planning (ERP) system with a multitude of features and options. Microsoft Dynamics GP enables you to create and manage a variety of reports that help small and mid-size businesses effectively manage their financial and operational data. This book will show you how to create and manage reports, know what tools to use and when, how to use them and where to find the data based on how it's being entered into the system with Dynamics GP. This book will empower you with the tools and reports necessary to use Dynamics GP data in making key business decisions. The book addresses the many challenges and frustrations a company may face when preparing to build new reports. Then it moves on to explain how to find your data in the GP system and company databases. The book then dives deep into topics such as SmartLists, SL Builder and Excel Report Builder, Report Writer, SSRS Report Library, and Analysis Cubes Design and Management Reporter amongst others. With this knowledge in hand, you will be capable of selecting the most effective tool for the current reporting environment.
Table of Contents (21 chapters)
Microsoft Dynamics GP 2010 Reporting
Credits
Foreword
About the Authors
Acknowledgement
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Extending SmartList data to Excel by deploying Excel reports


As we have just seen, one of the common complaints about the default SmartList tool is that they take too long to export to Excel. This is especially true when viewing a transaction related SmartList, such as the default SmartList for Sales Transaction Line Items with no filter applied. Depending on our environment, this particular SmartList could have thousands, if not hundreds of thousands of records. When selecting to export this to Excel without using the dex.ini switch trick for faster exporting, this could take some time. Also, what happens once we get our data into Excel? What do we do the next day after new Sales Transactions have been added into GP? We have to run the SmartList and export to Excel all over again just to grab a few extra lines of data. Or, we could apply a filter to find only transactions with a certain date, but this procedure just opens the possibility of data falling through the cracks.

Fortunately, beginning...