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

Modifying the canned reports with Visual Studio


Now that we have learned how to deploy the pre-defined Reports, access them in Dynamics GP 2010 and how to assign security to them, we will now take a look at modifying these reports with Visual Studio to curtail them too our particular organization's needs. We will look at modifying the GL Detail Trial Balance report (see the following image) to include the Transaction Source Document code. This code can be used in a number of ways, the most common being the sub ledger where the transaction originated, but also it can be used to sort transactions.

In order to begin, we need to get the report into Visual Studio so that we can work with it. There is a Visual Studio solution file provided with Dynamics GP 2010 that can be opened in Visual Studio and changes can be made there and re-deployed to the Report Server. Another way, which we will discuss here, is to copy down the report file from the Report Server and open that file in Visual Studio....