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Microsoft Dynamics GP 2013 Reporting

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Microsoft Dynamics GP 2013 Reporting

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Microsoft Dynamics GP 2013 Reporting
Oct, 2013 | 386 pages
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Table of Contents (21 chapters)
Microsoft Dynamics GP 2013 Reporting
Microsoft Dynamics GP 2013 Reporting
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Meeting the Reporting Challenge
Meeting the Reporting Challenge
Trends in reporting
Challenges to developing and writing reports
Summary
2
Where Is My Data and How Do I Get to It?
Where Is My Data and How Do I Get to It?
System databases versus company databases
Dynamics GP table naming/numbering conventions
Locating Dynamics GP data using the Resource Descriptions windows
The Table Import utility
Accessing data at the table level using SQL Management Studio
Locating Dynamics GP data with additional tools
Summary
3
Working with the Builders – SmartList and Excel Reports
Working with the Builders – SmartList and Excel Reports
Utilizing default SmartLists to meet basic reporting needs
Extending SmartList data to Excel by deploying Excel Reports
Creating and publishing new SmartLists using SmartList Builder
Deploying new Excel Reports with Excel Report Builder
Additional tips and tricks for using both Builders
Summary
4
Report Writer and Word Templates
Report Writer and Word Templates
Storing and accessing Report Writer reports
Opening and navigating the Report Writer windows
Modifying all reports in the application by using global modifications
Modifying an existing Dynamics GP report
Importing and exporting customized reports
Rendering reports with the Microsoft Word template feature
Summary
5
Utilizing the SSRS Report Library
Utilizing the SSRS Report Library
Getting started with SSRS
Deploying SSRS reports and metrics
Using the predefined SSRS reports
Viewing charts and KPIs using Business Analyzer
Configuring security for Reporting Services
Modifying default reports with Visual Studio
Creating a new reporting metric via Report Builder
Summary
6
Designing Your Analysis Cubes for the Excel Environment
Designing Your Analysis Cubes for the Excel Environment
Understanding the components of the Analysis Cubes environment
Installing Analysis Cubes
Exploring the Analysis Services database
Modifying our Analysis Cubes environment
Considerations for upgrading Analysis Cubes for Excel
Summary
7
Utilizing Analysis Cubes for Excel for Dynamic Reporting
Utilizing Analysis Cubes for Excel for Dynamic Reporting
Using an OLAP viewer to connect to the SSAS database
Creating a connection to cubes
Excel PivotTable – Analysis Cubes interface
Creating ad-hoc reports
Utilizing Excel CUBE formulas
Creating dashboards from Analysis Cubes data – a few thoughts
The seven default cubes
Summary
8
Designing Financial Reports in Management Reporter
Designing Financial Reports in Management Reporter
Management Reporter architecture
Installing and configuring Management Reporter
Management Reporter security
Navigating the Management Reporter Report Designer interface
Working with the Management Reporter building blocks
Improvements in Management Reporter 2012
Tools for reducing building block sprawl
Summary
9
Viewing Financial Reports in Management Reporter
Viewing Financial Reports in Management Reporter
Overview of Report Viewer for Management Reporter
Report Library permissions
Generating reports via Report Designer
Navigating the Report Viewer interface
Navigating reports via the Web Viewer
Summary
10
Bringing it all Together
Bringing it all Together
Looking back at what we've covered
Viewing our reporting tools in light of the reporting challenges
The future of reporting for Dynamics GP
Summary
Comparing the Dynamics GP Reporting Tools Against Different Reporting Challenges
Comparing the Dynamics GP Reporting Tools Against Different Reporting Challenges
Index
Index

Navigating reports via the Web Viewer

With the release of Management Reporter 2012, when deploying our reports to either a network share, a SharePoint document library, or through e-mail these reports can be viewed via a web browser, without using the desktop viewer. This feature is eloquently called the Web Viewer. This feature does require Microsoft Internet Explorer 9 or 10, Mozilla Firefox 14.01 or newer, Google Chrome 22.0.1229.79 or newer, or Apple Safari 5.1 or newer. It's always best to check the current Management Reporter System Requirements on PartnerSource or CustomerSource for changes to these requirements. Some of the other highlights of the Web Viewer are the following:

  • Ability to view Management Reporter reports without having a full client installed

  • Allows quick export to Excel or XML

  • Has the same security as the Report Viewer

  • Modern interface with full drill down and tree functionality

If we open one of our reports in the Web Viewer, it will look like the following screenshot...

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