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Christopher Liley - Microsoft Dynamics GP 2010 Reporting

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Christopher Liley Microsoft Dynamics GP 2010 Reporting

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Microsoft Dynamics GP 2010 Reporting

Microsoft Dynamics GP 2010 Reporting

Copyright 2011 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: April 2011

Production Reference: 1180411

Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK.

ISBN 978-1-849682-18-3

www.packtpub.com

Cover Image by David Guettirrez (<>)

Credits

Authors

David James Duncan

Christopher Liley

Reviewers

Amy Walsh

Christina M. Belding

Acquisition Editor

Kerry George

Development Editor

Maitreya Bhakal

Technical Editor

Ajay Shanker

Project Coordinator

Leena Purkait

Proofreader

Aaron Nash

Indexers

Hemangini Bari

Rekha Nair

Graphics

Geetanjali Sawant

Production Coordinator

Arvindkumar Gupta

Cover Work

Arvindkumar Gupta

Foreword

As the business management solution tool of choice for over 42,000 customers, Microsoft Dynamics GP continues to drive better business processes and improve organizational performance. As a comprehensive enterprise resource planning solution, Dynamics GP offers a wide-range of functionality that can be tailored for organizations in a variety of industries. With a Dynamics GP solution in place, end users can enter and track the details of day-to-day business processes. As soon as this data is recorded in Dynamics GP, organizations possess a unique advantage over others in their industry: raw data.

But this data is useless if some level of insight cannot be gained from it. By using built-in reporting tools for Dynamics GP, as well as other familiar products, the Dynamics GP organization can turn this raw data into a more meaningful picture of trends and key performance metrics. This, in turn, allows for better decision-making, the opportunity to improve current business processes, and the opportunity to proactively lead competitors into new markets. To facilitate this process, reporting tools for Dynamics GP are designed with the end user in mind. Rather than waste time learning a clunky reporting tool, the native reporting tools for Dynamics GP are intuitive and can be put to effective use immediately. Additionally, the Dynamics GP solution offers over 200+ built-in Microsoft Excel reports that can further jump-start the end user's ability to analyze and make sense of their Dynamics GP data.

While many of these tools are intuitive enough to use, training is still a vital component to learning how to gain the most from the reporting tools employed by your organization. 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. For example, if you've ever wondered what the most effective reporting tool is for an environment that contains multiple data sources, or how to identify the GP reporting tool with the best board-room quality formatting and presentation functionality, then this book has the answer for you!

As you read through this book, remember that reporting for Dynamics GP is increasingly about taking the onus of creating and developing reports out of the traditional IT department's hands and placing it into the hands that matter most: the end user. In fact, this concept is evident with the latest Roadmap for Dynamics GP. This roadmap shows future versions of Dynamics GP adding new functionality in the area of role tailored and contextual business intelligence and reporting tools. This is seen in GP 2010 R2, the latest release for Dynamics GP 2010, which will feature new reporting tools and updates to existing reporting tools such as:

  • Performance improvements to the existing Report List functionality

  • The ability to generate Word Templates for any standard report in GP

  • A Report Builder Integration tool that offers the ability to view SSRS reports from within Dynamics GP

  • Additional out-of-the-box SSRS reports that can be deployed for instant visibility into your organization's data

  • And much, much more!

Happy Reporting!

Errol Schoenfish

Errol Schoenfish has been a member of the Dynamics community for over 24 years .

About the Authors

David Duncan is a Microsoft Dynamics GP certified consultant with I.B.I.S., Inc., a Microsoft Gold Certified Partner based in Norcross, GA. In addition to experience with implementing Dynamics GP, David has extensive experience in designing and providing business intelligence and reporting tools for clients who use Dynamics GP. David has also served as a content provider for the GP portion of the Sure Step 2010 Methodology.

David has developed custom SSAS cubes for several GP modules such as Project Accounting and Fixed Assets that seamlessly integrate with Microsoft's Analysis Cubes for Excel product. David has also assisted numerous clients in analyzing their strategic business plans by designing business intelligence solutions that allow them to incorporate data from multiple applications into a single reporting environment. David also has a degree from Clemson University.

When not on-site with a client, David resides in Decatur, GA with his wife, Mary Kathleen.

Acknowledgement

First and foremost, my thanks go to my colleague and co-author, Chris Liley. Without him, this book would not have been possible.

I have had the special privilege to work and learn under Andy Vabulas, Dwight Specht, and Clinton Weldon while at I.B.I.S., Inc. All three of them have mentored me and provided me many of the opportunities that enabled the creation of this book.

I am especially grateful for my colleagues at I.B.I.S., Inc., including Tan Le, Mark Polino, Abby Moore, and others. All have left an indelible impression on me.

Along with being exceptional colleagues at I.B.I.S., our technical reviewers Christina Belding and Amy Walsh deserve the highest praise for stepping forward to help Chris and I complete this project.

Special thanks is reserved for Kerry George, Maitreya Bhakal, Leena Purkait, and the rest of the Packt Publishing team for guiding us every step of the way in producing our first publication.

And last, but certainly not least, this book would not be possible without the loving support and patience of my wife, Mary Kathleen, whose encouragement helped me through many late night sessions with the more challenging chapters of this book!

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