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

Creating and publishing new Excel Report formats using Excel Report Builder


As with SmartList Builder, Excel Report Builder is another powerful tool in our reporting toolbox. Though many of the same concepts that exist for SmartList Builder hold true for Excel Report Builder, we are not building a new SmartList Object that will be accessed through SmartList. Instead, as we discussed earlier in the chapter with the deployment of Excel Reports, we are creating our own Excel Reports, Office Data Connections, or both.

The advantage this tool gives us is that we can designate that our resulting report will either be a simple list of data or it will be a Pivot table in Excel. It basically takes out the step of our users needing to first extract the list of data, and then create the Pivot Table. Essentially, the user will open the resulting Excel file and be provided the fields they can select in their Pivot Table. They will not be provided with the list of raw data, but instead will select their...