How To Configure Business Analyzer for Microsoft Dynamics GP 2013

In the last post, I showed how to install Microsoft Dynamics GP Business Analyzer and in this one I’ll show how to configure it.

When you first log into Business Analyzer, you’ll be presented with the configuration window;

Microsoft Dynamics Business Analyzer Configuration

Select the Role, this shows all the roles available within Microsoft Dynamics GP, which will be used within Businezz Analyzer;

Microsoft Dynamics Business Analyzer Configuration - Change Role

After selecting the role you will be prompted to load the default reports available to the role;

Load default reports?

You can change the interval the reports should be changed on when viewing a slide show

Microsoft Dynamics Business Analyzer Configuration - slide show interval

And specify how often the reports should be refreshed. If you have a lot of clients running Business Anlayzer you may ant to refresh the reports less frequently in order to minimise impact on the reporting server;

Microsoft Dynamics Business Analyzer Configuration - refresh interval

The reports can be viewed in a range of sizes when viewing them in dashboard mode. Select the required size;

Microsoft Dynamics Business Analyzer Configuration - report size

Click Apply then select the Report Selection in the right navigation pane to select the reports to be viewed.

Available reports can be viewed in the left list with the selected ones in the right window. Mark the checkbox next to a report and click Insert to select it. When all required reports have been selected, click OK;

Microsoft Dynamics Business Analyzer Configuration - Report Selection

Microsoft Dynamics Business Analyzer will now load and show the selected reports;

Microsoft Dynamics Business Analyzer

Business Analyzer is a very simple tool to install, configure and use. It provides a method to get reports to people who do not need the full functionality of Microsoft Dynamics GP.

2 comments on “How To Configure Business Analyzer for Microsoft Dynamics GP 2013

  1. Pingback: How To Configure Business Analyzer for Microsoft Dynamics GP 2013 | azurecurve – 1/23, DynamicAccounting.net | Partner Compete

  2. Pingback: How To Configure Business Analyzer for Microsoft Dynamics GP 2013 | azurecurve - DynamicAccounting.net - Microsoft Dynamics GP - Microsoft Dynamics Community

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