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
About the Authors
About the Reviewers

Chapter 1. Meeting the Reporting Challenge

In an increasingly digital world, utilizing proper reporting techniques is essential to making sense of the increasing mountain of data we find stored on our computers.

The task of reporting on and identifying trends in this data is an exciting field that will only grow in importance as companies continue to take advantage of cheaper disk space and the growing capability of applications and Enterprise Resource Planning (ERP) systems that can track and record every last detail of conducting business.

As developers and consultants tasked with report writing, our goal is to provide the decision-makers in our organization with the tools and reports necessary to use this data in making key business decisions. We can help our end users unlock the trends found within the data being analysed. By providing accurate reports that bridge the gap between disparate information systems, we can provide users across the company with accurate, reliable information. In other words, we can provide them with a single version of the truth so that multiple end users can make decisions from the same set of data.

This book is intended for anyone who might be tasked with developing and creating reports, whether they are for personal use or for use by other report consumers. The term "developer" invokes an image of someone who is technically adept and possesses a unique understanding of the inner-workings of a particular piece of software. But, in the context of report-writing (and this book), the term developer has a much wider meaning. Instead, report developers can include those with more application experience such as senior accountants and day-to-day operations personnel. It can also apply to application consultants who are well-experienced with an organization's ERP application.

As we reach the end of this chapter, we should possess a better understanding of the following:

  • Taking advantage of the major trends facing report writers and developers in today's hyper-competitive environments

  • The end user driven challenges or requirements that exist when designing a report according to an end user's specifications

  • Organizational challenges that may help or hinder us from designing a report that meets the end-user's requirements

  • Weighing the pros and cons of numerous trends and challenges in light of each other in order to select the most effective report or reporting tool possible

While the focus of this book will primarily rest on reporting tools associated with the Microsoft Dynamics GP ERP application, the concepts required to design and build reports apply to the entire spectrum of ERP applications and various data repositories in general.