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

Index

A

  • Account Category Hierarchy
    • modifying, by editing GLAccountCategory table / Modifying the Account Category hierarchy by editing the GLAccountCategory table
  • Accounts Payable Cube
    • about / Accounts Payable cube
  • Accounts Receivable Cube
    • about / Accounts Receivable cube
  • ad-hoc reports
    • creating / Creating ad-hoc reports
    • Periodicity dimension / Creating ad-hoc reports
    • modifying, PivotTable design features used / Using PivotTable design features to change report appearances
  • ad-hoc reports modifying, PivotTable design used
    • Report Layout, changing / Changing the Report Layout
    • styles, applying / Applying styles to PivotTables
    • Slicers, using / Using slicers to filter PivotTable data
  • Add a Report Manager HTTP URL window / Configuring Reporting Services
  • Add Users and Groups window / Report Library permissions
  • ad hoc queries
    • versus, traditional reports / Ad hoc queries versus traditional reports
  • aging buckets
    • adding, to payables Trial Balance Report / Modifying a report: Adding aging buckets to Payables Trial Balance Report
  • alpha code
    • about / Alpha code
  • Analysis Cubes
    • using, for creating dashboards / Creating dashboards from Analysis Cubes data—a few thoughts
    • benefits / Creating dashboards from Analysis Cubes data—a few thoughts
  • Analysis Cubes for Excel
    • components / Understanding the components of the Analysis Cubes environment
    • multiple tier installations / Multiple tier installations
    • single server install / Multiple tier installations
    • two server install / Multiple tier installations
    • three server install / Multiple tier installations, Installing Analysis Cubes
    • installing / Installing Analysis Cubes
    • modifying / Modifying our Analysis Cubes environment
    • attributes, renaming / Renaming existing attributes in a dimension
    • attributes, adding / Adding new attributes to a dimension
    • Account Category Hierarchy, modifying / Modifying the Account Category hierarchy by editing the GLAccountCategory table
    • forecasts, adding / Adding GP budgets and forecasts to the cubes
    • GP budgets, adding / Adding GP budgets and forecasts to the cubes
    • GLBudgetSetup table, modifying / Modifying the GLBudgetSetup table
    • Budget Measure, adding to Financials cube / Adding the Budget Measure to the Financials cube
  • Analysis Cubes installation
    • about / Installing Analysis Cubes
    • pre-installation checklist / Pre-installation checklist
    • server configuration wizard, installing / Installing the Server Configuration Wizard
    • server configuration wizard, using to deploy cubes / Using the Server Configuration Wizard to deploy the cubes
    • cubes, processing / Populating the data warehouse and processing the cubes
    • data warehouse, populating / Populating the data warehouse and processing the cubes
    • security access, granting / Granting security access to the cubes
  • Analysis Services database
    • exploring / Exploring the Analysis Services database
    • connecting to / Exploring the Analysis Services database
    • objects / Objects in the Analysis Services database
  • Analytical Accounting Cube
    • about / Analytical Accounting cube
  • Areas Section
    • Values / Areas Section
    • Row Labels / Areas Section
    • Column Labels / Areas Section
    • Report Filter / Areas Section

B

  • 64-bit Compatibility
    • about / 64-bit compatibility
  • Budget Measure
    • adding, to Financials cube / Adding the Budget Measure to the Financials cube
  • budget packages
    • about / SQL Server Integration Services packages
  • building blocks, Management Reporter
    • working with / Working with the Management Reporter building blocks
    • row definitions / Row definitions
    • column definitions / Column definitions
    • reporting tree definitions / Reporting Tree definitions
    • report definitions / Report Definitions
    • grouping / Group building blocks in the Navigation Pane with the use of folders
    • creating / Creating building block groups in environments with multiple entities, Management Reporter Feature Pack 1
  • building block sprawl
    • about / Tools for reducing building block sprawl
    • symptoms / Tools for reducing building block sprawl
  • building block sprawl, reducing
    • building blocks, grouping / Group building blocks in the Navigation Pane with the use of folders
    • building block groups, creating / Creating building block groups in environments with multiple entities, Management Reporter Feature Pack 1
    • unused building blocks, eliminating / Finding and eliminating unused building blocks by using building block associations
    • unused building blocks, finding / Finding and eliminating unused building blocks by using building block associations

C

  • challenges, report writing
    • about / Challenges in developing and writing reports
    • intended audience / Intended audience
    • data sources / Data sources
    • latency / Latency
    • presentation / Formatting and presentation
    • formatting / Formatting and presentation
    • ad hoc, versus traditional reporting / Ad hoc queries versus traditional reports
    • security / Security
    • network access / Network access and general IT infrastructure
    • developer resources / Developer resources
  • Check Remittance template / Adding new fields to the Check Remittance template
  • column definitons, Management Reporter building blocks
    • about / Column definitions
    • column type / Column definitions
    • book code / Column definitions
    • fiscal year / Column definitions
    • period / Column definitions
    • period covered / Column definitions
    • formula / Column definitions
    • print control / Column definitions
    • reporting unit / Column definitions
    • dimension filter / Column definitions
  • column types, Management Reporter building blocks
    • DESC / Column definitions
    • FD / Column definitions
    • CALC / Column definitions
  • common modifications, Dynamics GP report
    • layout, modifying / Common modifications
    • page orientation, changing / Common modifications
    • fields, adding/removing / Common modifications
    • VBA, using with reports / Common modifications
  • companies, Management Reporter
    • about / Companies
  • company database
    • about / Company database
    • account formats / Company database
    • posting definitions / Company database
    • company locations / Company database
    • source document master & audit trail codes / Company database
    • shipping methods master / Company database
    • payment methods master / Company database
    • record notes master / Company database
    • comment master / Company database
    • electronic funds transfer / Company database
    • period setup / Company database
    • sales/purchase tax tables / Company database
  • company master packages
    • about / SQL Server Integration Services packages
  • company menu, Management Reporter
    • about / Company
  • components, Analysis Cubes environment
    • about / Understanding the components of the Analysis Cubes environment
    • data warehouse / SQL Server Database Engine (data warehouse)
    • SSAS database / SQL Server Analysis Services database
    • SSIS packages / SQL Server Integration Services packages
    • SQL Server Agent / SQL Server Agent job
  • configuring
    • SSRS / Configuring Reporting Services
  • cube
    • Financials cube / Financials cube
    • Accounts Payable Cube / Accounts Payable cube
    • Sales Cube / Sales cube
    • Purchases Cube / Purchases cube
    • Inventory Cube / Inventory cube
    • Analytical Accounting Cube / Analytical Accounting cube
  • CUBEMEMBER formula
    • about / CUBEMEMBER
    • combining, with CUBEVALUE formula / Combining the CUBEVALUE and CUBEMEMBER formulas
  • cube processing packages
    • about / SQL Server Integration Services packages
  • CUBERANKEDMEMBER formula / CUBERANKEDMEMBER
  • cubes
    • deploying, server configuration wizard used / Using the Server Configuration Wizard to deploy the cubes
    • about / Cubes
  • cubes, connecting to
    • GP 2010 Create PivotTable window, downside / Creating a connection to the cubes
    • connection, creating / Creating a new connection
    • connection files, local network storing / Storing connection files on network share or locally
    • data source, repointing to / Repointing to a different data source
    • existing connection, using / Using an existing connection to connect to a cube
  • CUBESET formula / CUBESET
  • CUBEVALUE formula
    • about / CUBEVALUE
    • combining, with CUBEMEMBER formulas / Combining the CUBEVALUE and CUBEMEMBER formulas
  • CustomerSource, Reports Library
    • URL / Using modified reports from the Reports Library
  • customized reports
    • exporting / Exporting customized reports
    • importing / Importing customized reports
  • custom reports
    • about / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports

D

  • data provider, Management Reporter
    • configuring / Configuring a data provider
  • data source
    • changing, for single pivot table / Changing data source for a single pivot table
    • changing, for entire workbook / Changing data sources for an entire workbook
  • data source view
    • about / Data source view
  • Data Type Definition window
    • about / Data types
  • data types, Dynamics Report Writer
    • modifying / Data types
  • Data Types window
    • about / Data types
  • data warehouse
    • about / SQL Server Database Engine (data warehouse)
    • connecting to / Connecting to the data warehouse
    • tables / Understanding the tables in the data warehouse
  • deployment configuration, SSRS
    • standard model / Standard model
    • standard model, options / Standard model
    • scale-out model / Scale-out model
  • dimensions
    • about / Dimensions
  • DYNAMICS database
    • about / What is the DYNAMICS database?
    • multicurrency system setups / What is the DYNAMICS database?
    • intercompany setup / What is the DYNAMICS database?
    • organizations structures / What is the DYNAMICS database?
    • user master / What is the DYNAMICS database?
    • user tasks / What is the DYNAMICS database?
    • company master / What is the DYNAMICS database?
    • security setups / What is the DYNAMICS database?
    • user-company access / What is the DYNAMICS database?
  • Dynamics GP 2010 ERP system
    • Word template feature / Rendering reports in Microsoft Word by utilizing the new Dynamics GP 2010 Word template feature
    • future, in reporting services / The future of reporting for Dynamics GP
  • Dynamics GP 2010 Software Development Kit
    • about / Dynamics GP 2010 Software Development Kit
    • downloading / Downloading the Software Development Kit
    • using / Using the Software Development Kit
  • Dynamics GP add-in
    • installing, for MS Word / Installing the Dynamics GP add-in for Microsoft Word
  • Dynamics GP data
    • locating, Resource Descriptions used / Locating Dynamics GP data using the Resource Descriptions windows
    • accessing, SQL Management Studio used / Accessing data at the table level using SQL Management Studio
    • locating, with additional tools / Locating Dynamics GP data with additional tools
  • Dynamics GP report
    • modifying / Modifying an existing Dynamics GP report
    • common modifications / Common modifications
    • aging buckets, adding to Trial Balance Report / Modifying a report: Adding aging buckets to Payables Trial Balance Report

E

  • edit menu, Management Reporter
    • about / Edit
  • Excel Cube Formulas
    • CUBEVALUE formula / Utilizing the Excel cube formulas, CUBEVALUE
    • utilizing / Utilizing the Excel cube formulas
    • cube formulas / Basic cube formulas, CUBEMEMBER, CUBEVALUE
    • Top Ten table / Building a "Top Ten" table
  • Excel PivotTables
    • features / Excel Pivot Table-Analysis Cubes Interface
    • PivotTables / PivotTable pane
    • PivotTable Field list / PivotTable Field List
  • Excel Report Builder
    • advantage / Creating and publishing new Excel Report formats using Excel Report Builder
    • comparing with SmartList Builder / Creating and publishing new Excel Report formats using Excel Report Builder
    • accessing / Understanding the Excel Reports Builder window
    • window / Understanding the Excel Reports Builder window
    • Customer Maintenance window / Understanding the Excel Reports Builder window
    • Excel Report formats, creating / Creating a new Excel Report via Excel Reports Builder
    • Set Field Options window / Creating a new Excel Report via Excel Reports Builder
    • tips / Additional tips and tricks for using the Builders
  • Excel reports
    • deploying / Extending SmartList data to Excel by deploying Excel reports, Deploying Excel reports
    • security, maintaining / Maintaining security for Excel reports
    • accessing, via Windows Explorer / Connecting to Excel Reports via Windows Explorer
    • accessing, via GP 2010 / Connecting to Excel Reports via GP 2010

F

  • Field Definition window
    • about / Fields
  • Field Descriptions
    • accessing / Fields
  • Fields Section
    • about / Fields Section
    • Measure Groups / Measure Groups
    • dimensions / Dimensions
    • incompatible attribute / Incompatible dimensions and measures
  • Fields window
    • about / Fields
  • file menu, Management Reporter
    • about / File
  • Financials cube
    • about / Financials cube
  • forecasts
    • adding, to cubes / Adding GP budgets and forecasts to the cubes
  • Format Definition window
    • about / Formats
  • Format Lookup window
    • about / Data types
  • format menu, Management Reporter
    • about / Format
  • formats, Dynamics Report Writer
    • modifying / Formats
  • Formats window
    • about / Formats
  • FRx / Format

G

  • GLBudgetSetup table
    • modifying / Modifying the GLBudgetSetup table
  • global resources
    • about / Modifying all reports in the application by using global modifications
    • data types / Data types
    • formats / Formats
    • pictures / Pictures
    • strings / Strings
  • go menu, Management Reporter
    • about / Go
  • GP 2010
    • Excel reports, accessing / Connecting to Excel Reports via GP 2010
  • GP budgets
    • adding, to cubes / Adding GP budgets and forecasts to the cubes
  • GP table type
    • about / Table type
    • setup / Table type
    • master / Table type
    • transaction / Table type
    • cross reference / Table type
    • report options / Table type
    • temp / Table type
  • groups, Management Reporter
    • about / Groups

H

  • headers and footers tab, Management Reporter
    • about / Headers and Footers
  • help menu, Management Reporter
    • about / Help

I

  • IIS configuration, SSRS
    • for Windows Server 2003 / Configuring IIS for Windows Server 2003
    • for Windows Server 2008 / Configuring IIS for Windows Server 2008
  • individual load packages
    • about / SQL Server Integration Services packages
  • Insert External Files command / Inserting external files to create report packages
  • installation overview, Management Reporter
    • about / Installation overview
  • installation prerequisites, SSRS / Prerequisites for installing SQL Reporting Services
  • installing
    • SSRS / Installing and configuring Reporting Services, Installing Reporting Services
  • Inventory Cube
    • about / Inventory cube

M

  • Management Reporter
    • architecture / Management Reporter architecture
    • installation options / Installing and configuring Management Reporter
    • installing / Installing and configuring Management Reporter
    • server components / Installing and configuring Management Reporter
    • installation overview / Installation overview
    • registering / Registering Management Reporter
    • data provider, configuring / Configuring a data provider
    • security / Management Reporter security
    • Report Designer interface, navigating / Navigating the Management Reporter report designer interface
    • building blocks, working with / Working with the Management Reporter building blocks
    • building block sprawl, reducing / Tools for reducing building block sprawl
    • Report Viewer / Overview of Report Viewer for Management Reporter
    • Microsoft FRx, differenciating / Differences between Management Reporter and FRx, User experience
    • 64-bit Compatibility / 64-bit compatibility
    • SQL Server / SQL Server
    • user experience / User experience
  • Management Reporter Feature Pack 1
    • about / Management Reporter Feature Pack 1
    • features / Management Reporter Feature Pack 1
  • Master Date dimension
    • nodes / Dimensions
  • master tables
    • about / Understanding the tables in the data warehouse
  • measure groups
    • about / Measure groups
  • menu bar, Management Reporter
    • about / Menu bar
    • file / File
    • edit / Edit
    • view / View
    • format / Format
    • company / Company
    • XBRL / XBRL
    • go / Go
    • tools / Tools
    • window / Window
    • help / Help
  • menu bar, Report Viewer interface
    • commands / Menu bar
    • File / File
    • Edit / Edit
    • View / View
    • Go / Go
    • Tools / Tools
    • Window / Window
    • Help / Help
  • Microsoft Dynamics GP
    • DYNAMICS database / What is the DYNAMICS database?
    • company database / Company database
    • table naming structure / Dynamics GP table naming/numbering conventions
    • Table Import / Table Import
  • Microsoft FRx
    • Management Reporter , differenciating / Differences between Management Reporter and FRx
    • Management Reporter, differenciating / User experience
  • Microsoft FRx-Management Reporter, differentiating
    • 64-bit compatibility / 64-bit compatibility
    • stability / Enhanced stability and performance
    • performance / Enhanced stability and performance
    • SQL Server / SQL Server
    • user experience / User experience
  • Microsoft SQL Server platform
    • about / DYNAMICS database versus company database
  • modified reports
    • about / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
  • modified reports, Reports Library
    • using / Using modified reports from the Reports Library
  • Move command / Edit
  • MS Word
    • report rendering / Rendering reports in Microsoft Word by utilizing the new Dynamics GP 2010 Word template feature
    • Dynamics GP add-in, installing / Installing the Dynamics GP add-in for Microsoft Word

N

  • Navigation Pane, Management Reporter
    • about / Navigation Pane
  • Navigation Pane, Report Viewer interface
    • about / Navigation Pane
    • Report Library / Navigation Pane
    • Report Data / Navigation Pane
    • screenshot / Navigation Pane
    • reports, grouping / Navigation Pane

O

  • objects, Analysis Services database
    • data source view / Data source view
    • dimensions / Dimensions
    • measure groups / Measure groups
    • cubes / Cubes
    • security roles / Security roles
    • advanced objects / Advanced objects (KPIs, Translations, Perspectives, Partitions, and so on)
  • OLAP viewer
    • using, for SSAS database connection / Using an OLAP viewer to connect to the SSAS database
  • original reports
    • about / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
  • output and distribution tab, Management Reporter
    • about / Output and Distribution
    • output type / Output and Distribution
    • output name / Output and Distribution
    • report library location / Output and Distribution
    • output path / Output and Distribution
    • Management Reporter options / Output and Distribution

P

  • PartnerSource, Reports Library
    • URL / Using modified reports from the Reports Library
  • PayablesTrial Balance Report
    • aging bucket, adding / Modifying a report: Adding aging buckets to Payables Trial Balance Report
  • permissions, Report Library
    • View / Report Library permissions
    • Create / Report Library permissions
    • Edit / Report Library permissions
    • Delete / Report Library permissions
    • changing / Report Library permissions
    • assigning / Report Library permissions
  • permissions, Report Viewer
    • Administrator / Report Library permissions
    • Designer / Report Library permissions
    • Generator / Report Library permissions
    • Viewer / Report Library permissions
  • physical table naming/numbering conventions
    • about / Physical table naming/numbering conventions
    • alpha code / Alpha code
    • table type / Table type
    • sequence / Sequence
    • variant / Variant
  • Picture Definition window
    • about / Pictures
  • pictures, Dynamics Report Writer
    • modifying / Pictures
  • Pictures window
    • about / Pictures
  • PivotTable design
    • Report Layout, changing / Changing the Report Layout
  • PivotTable Field list, Excel PivotTables
    • Fields Section / Fields Section
    • Areas Section / Areas Section
  • pre-installation checklist, Analysis Cubes
    • reviewing / Pre-installation checklist
  • Properties window
    • about / Properties, Toolbox
  • Purchases Cube
    • about / Purchases cube

R

  • Rename command / Edit
  • Report Builder
    • using, for reporting metric creation / Creating a new reporting metric via Report Builder
  • report definitions, Management Reporter
    • about / Report Definitions
    • report tab / Report
    • output and distribution tab / Output and Distribution
    • headers and footers tab / Headers and Footers
    • settings tab / Settings
  • Report Definition window
    • about / Report Definition
  • Report Designer, Management Reporter
    • navigating / Navigating the Management Reporter report designer interface
    • menu bar / Menu bar
    • Navigation Pane / Navigation Pane
  • reporting
    • trends / Trends in reporting
  • reporting conditions
    • intended audience / Intended audience
    • data sources / Data sources
    • latency / Latency
    • formatting and presentation / Formatting and presentation
    • ad hoc queries vs. traditional reports / Ad hoc queries versus traditional reports
    • security / Security
    • general IT infrastructure / Network access and general IT infrastructure
    • network access / Network access and general IT infrastructure
    • developer resources / Developer resources
  • reporting metric
    • creating, via Report Builder / Creating a new reporting metric via Report Builder
  • reporting tools, Dynamics GP 2010
    • SmartLists / Satisfying basic reporting needs with canned SmartLists
    • Excel reports / Extending SmartList data to Excel by deploying Excel reports
    • SmartList Builder / Creating and publishing new SmartLists by using SmartList Builder
    • Excel Report Builder / Creating and publishing new Excel Report formats using Excel Report Builder
  • reporting tree definitions, Management Reporter
    • company / Reporting Tree definitions
    • unit name / Reporting Tree definitions
    • unit description / Reporting Tree definitions
    • dimensions / Reporting Tree definitions
    • row dimensions / Reporting Tree definitions
    • external file / Reporting Tree definitions
    • row link / Reporting Tree definitions
    • security / Reporting Tree definitions
  • reporting tree definitions, Management Reporter building blocks
    • about / Reporting Tree definitions
  • Report Layout window
    • about / Report Definition
    • Properties window / Properties
    • Toolbox window / Toolbox
  • Report Library
    • permissions / Report Library permissions
    • report generation, via Report Designer / Generating reports to the Report Library via Report Designer
  • Report Library Permissions window / Report Library permissions
  • Report Modification windows
    • Report Definition window / Report Definition
    • Report Layout window / Report Definition, Layout
    • Sorting Definition window / Report Definition, Sorting Definition
    • Report Table Relationships window / Report Table Relationships
    • Report Restrictions window / Report Restrictions
    • Report Restriction Definition window / Report Restrictions
  • Report Queue Status window / Generating reports to the Report Library via Report Designer
  • Report Restriction Definition window
    • about / Report Restrictions
  • Report Restrictions window
    • about / Report Restrictions
  • reports
    • generating, to Report Library / Generating reports to the Report Library via Report Designer
  • reports dictionaries, storing locally
    • advantages / Storing reports dictionaries locally
    • disadvantages / Storing reports dictionaries locally
  • reports dictionaries, storing on netwrok share
    • advantages / Storing reports dictionaries on a network share
    • disadvantages / Storing reports dictionaries on a network share
  • Reports Library
    • about / Using modified reports from the Reports Library
  • reports rendering, in MS Word
    • about / Rendering reports in Microsoft Word by utilizing the new Dynamics GP 2010 Word template feature
    • Word templates, enabling / Enabling Word templates
    • Dynamics GP add-in, installing for MS Word / Installing the Dynamics GP add-in for Microsoft Word
    • Word template modification process / Understanding the Word template modification process
    • Word template, modifying / Modifying the presentation of a default Word template
    • formatting changes, applying to Word template / Applying simple formatting changes to an existing template
  • report tab, Management Reporter
    • company name / Report
    • detail level / Report
    • provisional / Report
    • base period / Report
    • base year / Report
    • building blocks / Report
  • Report Table Relationships window
    • about / Report Table Relationships
  • Report Viewer
    • overview / Overview of Report Viewer for Management Reporter
    • permissions / Report Library permissions
    • navigating, for Management Reporter Interface / Navigating the Report Viewer for Management Reporter interface
  • Report Viewer interface
    • overview / Overview of Report Viewer interface, File, Edit, Navigation Pane
    • menu bar / Menu bar
    • Navigation Pane / Navigation Pane
  • Report Viewer navigation, for Management Reporter Interface
    • Report Viewer interface / Overview of Report Viewer interface, File, Go, Navigation Pane
    • external files, inserting / Inserting external files to create report packages
    • version control / Understanding Version Control
  • Report Writer application
    • opening / Opening Report Writer
  • Report Writer reports
    • original reports / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
    • modified reports / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
    • custom reports / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
    • storing / Storing Report Writer reports
    • reports dictionaries, storing locally / Storing reports dictionaries locally
    • reports dictionaries, storing on netwrok share / Storing reports dictionaries on a network share
    • accessing / Accessing Report Writer reports
    • Dynamics GP launch file, setting / Setting the Dynamics GP launch file
    • security, setting to custom/modified reports / Setting security to custom/modified reports
  • Report Writer Resource windows
    • Fields window / Fields
    • Field Definition window / Fields
    • fields / Fields
    • Data Types window / Data types
    • Data Type Definition window / Data types
    • Format Lookup window / Data types
    • Formats window / Formats
    • Format Definition window / Formats
    • Data Types Definition window / Formats
    • Pictures window / Pictures
    • Picture Definition window / Pictures
    • Strings window / Strings
    • Table Definition window / Strings
    • Virtual Table Definition window / Strings
  • Report Writer tool
    • report types / Understanding the reports dictionaries and how Dynamics GP treats original versus modified reports
    • customized reports, exporting / Importing and exporting customized reports, Exporting customized reports
    • customized reports, importing / Importing and exporting customized reports, Importing customized reports
  • Report Writer windows
    • navigating / Opening and navigating the Report Writer windows
    • opening / Opening and navigating the Report Writer windows
    • security permissions, setting / Setting security permissions for using Report Writer
    • Report Writer application, opening / Opening Report Writer
    • Report Writer Resource windows / Report Writer Resource windows
    • Report Modification windows / Report Modification windows
  • report writing
    • challenges / Challenges in developing and writing reports
  • row definitons, Management Reporter building blocks
    • about / Row definitions
    • row code / Row definitions
    • description / Row definitions
    • format code / Row definitions
    • related formulas/rows/units / Row definitions
    • format override / Row definitions
    • normal balance / Row definitions
    • print control / Row definitions
    • column restrictions / Row definitions
    • row modifier / Row definitions
    • link to financial dimensions / Row definitions

S

  • Sales Cube
    • about / Sales cube
  • security, Management Reporter
    • about / Management Reporter security
    • users / Users
    • groups / Groups
    • companies / Companies
  • security access
    • granting, to cubes / Granting security access to the cubes
  • security configuration, SSRS
    • website access, assigning / Assigning access to the Reporting Services website
    • database security, setting up / Setting up database security for predefined SSRS reports
  • security maintainance, Excel reports
    • shared network folder permissions / Shared network folder permissions
    • database level permissions / Database level permissions
  • security permissions
    • setting, for Report Writer / Setting security permissions for using Report Writer
  • security roles
    • about / Security roles
  • Select a Library Location window / Generating reports to the Report Library via Report Designer
  • sequence
    • about / Sequence
  • server components, Management Reporter
    • application service / Installing and configuring Management Reporter
    • process service / Installing and configuring Management Reporter
    • Management Reporter database / Installing and configuring Management Reporter
  • server configuration wizard
    • installing / Installing the Server Configuration Wizard
    • using, to deploy cubes / Using the Server Configuration Wizard to deploy the cubes
  • Set Field Options window / Creating a new Excel Report via Excel Reports Builder
  • settings tab, Management Reporter
    • about / Settings
  • setup & maintenance tables
    • about / Understanding the tables in the data warehouse
  • single server install, Analysis cubes
    • about / Multiple tier installations
  • SmartList
    • about / Structure of SmartList
    • accessing / Structure of SmartList
    • structure / Structure of SmartList
    • tools / Basic SmartList tools
    • Internet Addresses window / Creating a new SmartList via SmartList Builder
  • SmartList builder
    • benefits / Creating and publishing new SmartLists by using SmartList Builder
    • data source objects / Creating and publishing new SmartLists by using SmartList Builder
    • accessing / Understanding the SmartList Builder window
    • window / Understanding the SmartList Builder window
    • using, for creating SmartList / Creating a new SmartList via SmartList Builder
    • tips / Additional tips and tricks for using the Builders
  • Sorting Definition window
    • about / Report Definition, Sorting Definition
  • SQL Management Studio
    • about / Accessing data at the table level using SQL Management Studio
  • SQL Server, with Management Reporter
    • about / SQL Server
  • SQL Server Agent
    • about / SQL Server Agent job
  • SQL Server Management Studio
    • about / DYNAMICS database versus company database
  • SQL Server Reporting Services Wizard option / Installing the SQL Server Reporting Services Wizard
  • SSAS database
    • about / SQL Server Analysis Services database
  • SSAS database connection
    • OLAP viewer, using / Using an OLAP viewer to connect to the SSAS database
  • SSIS packages
    • about / SQL Server Integration Services packages
    • individual load packages / SQL Server Integration Services packages
    • company master packages / SQL Server Integration Services packages
    • budget packages / SQL Server Integration Services packages
    • cube processing packages / SQL Server Integration Services packages
  • SSRS
    • getting started / Getting started with SQL Server Reporting Services
    • deployment configuration / Deployment configurations
    • installation, prerequisites / Prerequisites for installing SQL Reporting Services
    • IIS, configuring / Configuring IIS for Reporting Services
    • installing / Installing and configuring Reporting Services, Installing Reporting Services
    • configuring / Configuring Reporting Services
    • Report Manager, starting / Starting Report Manager
    • reports, deploying / Deploying SQL Reporting Services reports and metrics
  • SSRS reports deployment
    • about / Deploying SQL Reporting Services reports and metrics
    • wizard, installing / Installing the SQL Server Reporting Services Wizard
    • predefined metrics, deploying / Deploying predefined Reporting Services Reports and metrics for Dynamics GP
    • predefined reports, deploying / Deploying predefined Reporting Services Reports and metrics for Dynamics GP
    • report listing, in Dynamics GP Report List / Listing SQL Server Reporting Services reports in the Dynamics GP Report List
    • predefined reports, using / Using the predefined SSRS reports
    • KPIs, viewing / Viewing the charts and KPIs from within GP
    • charts, viewing / Viewing the charts and KPIs from within GP
    • security, configuring / Configuring security for Reporting Services
  • strings, Dynamics Report Writer
    • modifying / Strings
  • Strings window
    • about / Strings
  • Support Debugging Tool
    • about / Support Debugging Tool
    • downloading / Downloading the Support Debugging Tool
    • using / Using the Support Debugging Tool
  • Support Debugging Tool Portal
    • URL / Downloading the Support Debugging Tool

T

  • Table Definition window
    • about / Strings
  • Table Descriptions
    • accessing / Tables
  • Table Import
    • accessing / Table Import
  • table naming/numbering conventions
    • about / Dynamics GP table naming/numbering conventions
    • tables vs. table groups / Tables versus table groups
    • physical table naming/numbering conventions / Physical table naming/numbering conventions
    • Dynamics GP data, locating / Locating Dynamics GP data using the Resource Descriptions windows
    • Table Descriptions, accessing / Tables
    • Field Descriptions, accessing / Fields
    • Window Descriptions, accessing / Windows
  • tables, data warehouse
    • about / Understanding the tables in the data warehouse
    • setup & maintenance tables / Understanding the tables in the data warehouse
    • master tables / Understanding the tables in the data warehouse
    • transaction tables / Understanding the tables in the data warehouse
  • Tables window
    • about / Strings
  • three server install, Analysis cubes
    • about / Multiple tier installations
  • tools, SmartList
    • Search function / Narrowing our result list with search criteria
    • columns, adding / Adding new columns
    • returned record count, modifying / Changing the number of records returned, Achieving faster export to Excel with a simple dex.ini switch
    • simple dex.ini switch, using / Achieving faster export to Excel with a simple dex.ini switch
    • dex.ini switch, using / Extending SmartList data to Excel by deploying Excel reports
  • tools menu, Management Reporter
    • about / Tools
    • protect / Tools
    • report queue status / Tools
    • report wizard / Tools
    • checked out / Tools
  • Top Ten table, building
    • about / Building a "Top Ten" table
    • CUBESET formula / CUBESET
    • CUBERANKEDMEMBER formula / CUBERANKEDMEMBER
    • steps / Creating the table
    • chart, adding for visual effect / Adding a chart for visual effect
  • traditional reports
    • versus, ad hoc queries / Ad hoc queries versus traditional reports
  • transaction tables
    • about / Understanding the tables in the data warehouse
  • trends, reporting
    • increased flexibility / Increased flexibility
    • entire organiztion level access / Reporting through all levels of an organization
    • report generation process, increased access / Increased access to report generation process
  • two server install, Analysis cubes
    • about / Multiple tier installations

U

  • user roles, Management Reporter
    • viewer / Users
    • generator / Users
    • designer / Users
    • administrator / Users
  • users, Management Reporter
    • about / Users
    • roles / Users

V

  • variant
    • about / Variant
  • version control, Report Viewer
    • about / Understanding Version Control
  • view menu, Management Reporter
    • about / View
  • Virtual Table Definition window
    • about / Strings
  • Virtual Tables window
    • about / Strings
  • Visual Studio
    • canned reports, modifying / Modifying the canned reports with Visual Studio, Creating a new reporting metric via Report Builder

W

  • Window Descriptions
    • accessing / Windows
  • window menu, Management Reporter
    • about / Window
  • Windows Explorer
    • Excel reports, accessing / Connecting to Excel Reports via Windows Explorer
  • Word template modification process
    • about / Understanding the Word template modification process
  • Word templates
    • enabling / Enabling Word templates
    • modifying / Modifying the presentation of a default Word template
    • formatting changes, applying / Applying simple formatting changes to an existing template
    • setting, for company database / Setting the default Word template for a company database
    • fields, adding / Adding fields to an existing Word template
    • fields, adding to Check Remittance template / Adding new fields to the Check Remittance template

X

  • XBRL menu, Management Reporter
    • about / XBRL
  • XBRL Taxonomies window / XBRL