Book Image

Microsoft Dynamics GP 2013 Cookbook

Book Image

Microsoft Dynamics GP 2013 Cookbook

Overview of this book

Microsoft Dynamics GP is an enterprise resource planning system, essentially an accounting system on steroids, designed for mid-sized organizations. The implementation of Dynamics GP is usually considered to be complex, and people often realize there must be more efficient ways of working with the system. This book will show readers how to improve their use of Dynamics GP and get the most out of this tool quickly and effectively. "Microsoft Dynamics GP 2013 Cookbook" picks up where implementation training leaves off. Whether you are new or experienced you will find useful recipes for improving the way you use and work with Dynamics GP. The clear recipe steps and screenshots make implementing these solutions easy for users of any level and will be sure to improve your efficiency with the Dynamics GP 2013 system. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, harnessing the power of SmartLists to leverage both simplicity and power, connecting Dynamics GP to Microsoft Office 2013, exposing hidden features in Dynamics GP, and much more! Through the final chapters, the book covers system maintenance and extending Dynamics GP with the Support Debugging Tool and Professional Services Tools Library.
Table of Contents (22 chapters)
Microsoft Dynamics GP 2013 Cookbook
Credits
About the Author
Acknowledgment
About the Author
Acknowledgment
About the Reviewers
www.PacktPub.com
Preface
Index

Visualizing information with Business Analyzer on the Home page


On the Home page, Dynamics GP provides a default set of reports via charts and graphs designed to provide better visualization of data based on a user's role. Individual users can include or exclude various charts from their Home pages and select default charts. In this recipe, we'll look at ways to tailor Business Analyzer reports for each user.

How to do it...

Business Analyzer reports provide charts for additional analysis. Let's see how to put them to use by completing the following steps:

  1. On the Home page in the Business Analyzer section, move the mouse over the report title to expose additional options on the right side. Select the pencil icon that now appears on the title bar to the right side.

  2. The left side shows all the reports available to a particular user. Selecting a report on the left and clicking Insert moves that report to the right and makes it available on the user's Home page. Selecting a chart on the right and clicking on Remove eliminates that chart from the Home page.

How it works...

The Business Analyzer functionality was added in Version 2013 and replaces Metrics from Versions, 10 and 2010. In Dynamics GP 2013, users can add multiple reports to their Home pages. Additionally, users can create their own reports using SQL Server Reporting Services (SSRS) and apply those reports to their Home pages. The creation of new reports is beyond the scope of this book but more information is available via the Dynamics GP manuals.

There's more...

Dynamics GP 2013 provides an option to view multiple reports on the home screen, open reports in a browser window, and drill back for more information.

Multiple Business Analyzer reports

Inserting multiple reports in the Selected Reports box can place all of those reports on the Home page.

The option to display all of the selected reports is controlled by the Customize this page selection on the Home page. Once opened, the Show All check box under the Business Analyzer selection of the Customize Home Page window controls whether all of the reports appear or one report with an option to scroll through the others.

Full view

Clicking on the Full View option below a report opens the SSRS report behind that report in a web browser. Selecting individual items in the report drills back to reports with more information. For example, clicking on Full View below the Top Customer Balances report and then clicking the CONTOSOL001 column drills down into that customer's balance detail.

See also

  • The Personalizing the Home page by selecting the right role recipe

  • The Speeding access to data with Quick Links recipe

  • The Managing personal reports with My Reports recipe