Monday, October 26, 2009

SSRS Reports Available in Dynamics GP 10.0

This is a list of SQL Server Reporting Services reports that are available for Dynamics GP 10.0. You should also check out the KnowledgeBase article #954242

SSRS reports:

Field Service

Contract Information
SVC RTV Hard Copy

Financial

Additions Report
Bank Transaction History Report
Checkbook Register
Fixed Asset Depreciation Detail
Fixed Assets Depreciation Ledger
Fixed Assets to General Ledger Reconciliation Report
Journal Entry Report
Period Projection Report
Retirements Report
Source Cross Reference
Trial Balance Detail
Trial Balance Summary
Undeposited Receipts

Human Resources

Employee Attendance Detail
Employee Attendance Summary
Enrollment by Benefit
Enrollment by Employee

Inventory

Purchase Advice Report
Purchase Receipts
Sales Summary
Stock Status

Manufacturing

BOM Detail Report
Item Standard Cost Changes Report
Job Detail
Manufacturing BOM Report Standard Costs
MO PO Links Report Sort By Vendor
Picking Report – Item Number
Picking Report Multibin – Item Number
Traveler Graphics Reports

Payroll

Check History
Check Registry
Department Wage and Hour Report
Earnings Summary
Employee Pay History
Employee Wage and Hour
Payroll Summary
State Wage Report
Vacation Sick Time List

Project

Detail Trial Balance
Monthly Employee Utilization
PA PBW Fee
PA PBW T and M
Pre-Billing Worksheet CPFP
Pre-Billing Worksheet T and M
Project Cost Breakdown
Projects in Progress

Purchasing

Aged Trial Balance – by Document Date
Aged Trial Balance Details Subreport – by Document Date
Back-ordered Items Received
Cash Requirements
Expected Shipments
Historical Aged Trial Balance
Purchase Order History
Purchase Order Status
Received Not Invoiced
Receivings Trx History
Transaction Detail
Vendor Summary

Sales

Accounts Due
Aged Trial Balance – Detail
Historical Aged Trial Balance
Receivables Sales Analysis
Sales Distribution History
Sales Document Status
Sales Transaction History
Sales Transaction History Payment Details Subreport
Sales Transaction History Tax Details Subreport
SOP Document Analysis
SOP Document Analysis by Customer
SOP Inventory Sales Report

Once you've got these loaded, take a look at my quick video about using the Report Builder function in SSRS.

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Monday, January 5, 2009

Tiptoeing into Visual Studio 2005 for SSRS

I wanted to create a report for a client that showed unapproved timesheets in PDK that could be published in SQL Reporting Services. I did not use the Report Builder because there was not an existing object for the data I wanted. So I decided to try out Microsoft Visual Studio 2005. I'm not a developer, so I proceeded with a bit of trepidation.

Guess what. I found it pretty easy to get started. This is what I did:
1.) Open Visual Studio >> New Project >> Business Intelligence Project >> Report Server Project
2.) Right-click on your new project name >> Add >> New Item >> Report Wizard

Then the Report Wizard takes over, and you basically define your data source and design the report. You can run the report from within Visual Studio.

I created this sample report quickly. You don't need to be a developer to get started with this tool, and I think you will find it fairly easy to get stared.

More and more we are recommending SSRS to our clients for their reporting needs. You should check it out.

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Simple SSRS Reports Using Report Builder

SQL Reporting Services is functionality that's included with Microsoft SQL Server. There are many reports that are delivered out-of-the-box with GP that can be deployed to your SSRS site. But there is also an easy to use reporting tool that allows you to create custom reports.

Report Builder is accessed through the SSRS site. It allows you to use existing objects from which to report; and the objects are pretty standard. When you create a new report you have the option of creating a table style, matrix style, or chart report. You can easily drag and drop fields on to the report, and format the report to look the way your wish.

Once you have your report you can utilize the functionality in SSRS to schedule and deliver the reports. The report export options include: XML, CSV, PDF, Excel, and others.

If you have not yet tried creating a report in SSRS, you should. It's easy to get started, and I'm sure you'll like the results. Here is a report I created in five minutes. Think what you could do in 20.



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