PacktLib: Microsoft Dynamics GP 2010 Reporting

Microsoft Dynamics GP 2010 Reporting

Credits

Foreword

About the Authors

Acknowledgement

Acknowledgement

About the Reviewers

www.PacktPub.com

Preface

Meeting the Reporting Challenge

Trends in reporting

Challenges in developing and writing reports

Summary

Where Is My Data and How Do I Get to It?

DYNAMICS database versus company database

Dynamics GP table naming/numbering conventions

Table Import

Accessing data at the table level using SQL Management Studio

Locating Dynamics GP data with additional tools

Summary

Working with the Builders: SmartList and Excel Reports

Satisfying basic reporting needs with canned SmartLists

Extending SmartList data to Excel by deploying Excel reports

Creating and publishing new SmartLists by using SmartList Builder

Creating and publishing new Excel Report formats using Excel Report Builder

Additional tips and tricks for using the Builders

Summary

Report Writer

Understanding the reports dictionaries and how Dynamics GP treats original versus modified 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 in Microsoft Word by utilizing the new Dynamics GP 2010 Word template feature

Summary

SSRS Report Library

Getting started with SQL Server Reporting Services

Deploying SQL Reporting Services reports and metrics

Modifying the canned reports with Visual Studio

Creating a new reporting metric via Report Builder

Summary

Designing Your Analysis Cubes for Excel Environment

Understanding the components of the Analysis Cubes environment

Installing Analysis Cubes

Exploring the Analysis Services database

Modifying our Analysis Cubes environment

Summary

Utilizing Analysis Cubes for Excel for Dynamic Reporting

Using an OLAP viewer to connect to the SSAS database

Creating a connection to the cubes

Excel Pivot Table-Analysis Cubes Interface

Creating ad-hoc reports

Utilizing the Excel cube formulas

Creating dashboards from Analysis Cubes data—a few thoughts

The seven default cubes

Summary

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

Tools for reducing building block sprawl

Management Reporter Feature Pack 1

Summary

Viewing Financial Reports in Management Reporter

Overview of Report Viewer for Management Reporter

Report Library permissions

Generating reports to the Report Library via Report Designer

Navigating the Report Viewer for Management Reporter interface

Differences between Management Reporter and FRx

Summary

Bringing it all Together

Looking back at what we've covered

Viewing our reporting tools in light of 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