Microsoft Dynamics GP 2010 Reporting

Create and manage business reports with this Microsoft Dynamics GP 2010 Reporting book and eBook

Microsoft Dynamics GP 2010 Reporting

Christopher Liley , David Duncan

Create and manage business reports with this Microsoft Dynamics GP 2010 Reporting book and eBook
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Book Details

ISBN 139781849682183
Paperback360 pages

Book Description

"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

Chapter 1: Meeting the Reporting Challenge
Trends in reporting
Challenges in developing and writing reports
Summary
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: 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
Chapter 10: 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

What You Will Learn

  • Explore major reporting challenges faced by report writers
  • Understand how data is stored in Microsoft Dynamics GP
  • Utilize Excel and SmartLists Builders for basic GP reporting needs
  • Take advantage of the new Word Template functionality in Report Writer
  • Deploy and modify Dynamics GP SQL Reporting Services report library
  • Customize Analysis Cubes for Excel for improved ad hoc data analysis
  • Slice and dice Dynamics GP data with Excel Pivot Tables and Pivot Formulas
  • Design and create various building blocks for Management Reporter
  • Explore advanced concepts for delivering professional-quality financial statements
  • Identify the right tool for any Dynamics GP reporting need

Authors

Table of Contents

Chapter 1: Meeting the Reporting Challenge
Trends in reporting
Challenges in developing and writing reports
Summary
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: 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
Chapter 10: 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

Book Details

ISBN 139781849682183
Paperback360 pages
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