Category Archives: Excel Reports

MS Connect Suggestion: Add Voided Column To SOP Transaction Excel Report

Belinda Allen has a suggestion on MS Connect which she would like our votes for.

The suggestion is as follows:

If the Excel Refreshable Report for SOP Line Items is used, it includes voids. The Data Connection properties have to be edited to exclude voids, rendering this refreshable report useless; unless you are not keeping voided transactions in History. I would like a column for voids added. Pretty much line item detail Excel Refreshable Reports will need this.

This would be a very useful feature to have and I would encourage you to go to MS Connect and vote.

Posted in Dynamics, Excel Reports, GP, Microsoft, Microsoft Connect | Tagged , , , , , , , , | Leave a comment

Review of Microsoft Dynamics GP 2013 Reporting by David Duncan and Christopher J Liley

I have received a copy of the newly published Microsoft Dynamics GP 2013 Reporting, by David Duncan and Chrisopher J Liley, from Packt Publishing to review. This is an update of a previous book the pair wrote for Microsoft Dynamics GP 2010:

Microsoft Dynamics GP 2013 Reporting

The book covers an extensive range of the reporting tools in, or available with, Microsoft Dynamics GP 2013:

  • SmartList Builder including Excel Report Builder
  • Report Writer and Word Templates
  • Reporting Services Reports
  • Analysis Cubes
  • Management Reporter

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Posted in Analysis Cubes for Excel, Business Analyzer, Dynamics, Excel Reports, GP, Management Reporter, Microsoft, Modifier with VBA, Report Writer, Reporting Services Reports, SmartList, SmartList Builder, Word Template Generator | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

How To Deploy The Demo Company In Microsoft Dynamics GP 2010

In the last couple of posts, I showed how to configure the server of Microsoft Dynamics GP by creating the System database and how to create a new company. In this post I’m going to run through deploying the Fabrikam, Inc. demo company.

To create the company, open GP Utilities (Windows Start menu >> All Programs >> Microsoft Dynamics >> GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

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Posted in Dynamics, Excel Reports, GP, GP Utilities, Microsoft, Reporting Services Reports | Tagged , , , , , , , , , , | 3 Comments

How To Create A Company In Microsoft Dynamics GP 2010

In the last post, I showed how to configure the server of Microsoft Dynamics GP by creating the System database. In this post I’m going to run through the company creation process.

To create the company, open GP Utilities (Windows Start menu >> All Programs >> Microsoft Dynamics >> GP Utilities) by right clicking and select Run as Administrator. Log in as the SQL System Administrator (sa);

Welcome to Microsoft Dynamics GP Utilities

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Posted in Dynamics, Excel Reports, GP, GP Utilities, Microsoft, Reporting Services Reports | Tagged , , , , , , , , , , | 2 Comments

Microsoft Dynamics GP and Schrödinger’s Cat

One of the points I make (repeatedly until I see a confirmation they’ve done so) to clients when implementing Microsoft Dynamics GP is that they need to make sure that a maintenance backup of the SQL databases and other resources are being made.

In some cases the maintenance backup is a once a night job, other clients have had one done every twelve hours with log backups made every hour. As long as a regular backup is being made I’m happy and stop nagging them.

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Posted in Dynamics, Excel Reports, FRx, GP, Integration Manager, Microsoft, Reporting Services Reports, SQL Server | Tagged , , , , , , , , | 3 Comments

How To Deploy Excel Reports In Microsoft Dynamics GP 2010 R2

Way back in February I did a post on how to deploy the SSRS reports to Microsoft Dynamics GP 2010 R2 and meant to follow up with a post on how to deploy the Excel Reports, but got sidetracked and then forgot. Well, I’m correcting that today.

To deploy the reports you need to open the Reporting Tools Setup window (Tools >> Setup >> System >> Reporting Tools Setup) where you can deploy reports and see what has already been deployed;

Reporting Tools Setup - Excel tab

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Posted in Dynamics, Excel Reports, GP, Microsoft | Tagged , , , , , , , | 1 Comment