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The Resource Group

Report Models in Microsoft Dynamics GP Helps You Get at Your Business Data Fast


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Some people might be afraid to create a report with Microsoft® SQL Server® Reporting Services (SSRS) - thinking they must be a “SQL Expert.”  You don’t need to be an expert to create ad-hoc reports in SSRS for Microsoft Dynamics® GP.  Using the report models for Microsoft Dynamics GP makes it easy for both novice and technical folks and will also greatly reduce development time on all SSRS projects.

Let's take a look at Sales Order Processing (SOP), one of the 11 report models available.  Using the SOP report model allows you to bypass linking together a dozen tables and views to create a comprehensive dataset.  The report model gathers all of the required information for you so it is much easier and more time effective.  There are no complex queries or stored procedures involved.

How to create an SSRS Report in Microsoft Dynamics GP with the Report Model
Simply open Report Builder 3.0, and select the “New Dataset” option.  (Please note that SQL Server 2008 R2 is required.  There is no backwards compatibility.)  Choose “Browse other data sources...” and navigate to the correct database directory underneath “Report Models” on the report server.  Select dbname_SalesOrderProcessing, and click ”open”.  You will be presented with a spreadsheet and two list boxes on the left-hand side of the screen. The top box contains entities and the bottom box contains fields.

The data available within this report model spans many tables and could normally take hours or days to replicate based on the skill level of the developer involved. But there is no need to waste that much time.  Microsoft Dynamics GP’s report models lets you skip past the query writing altogether. Simply drag and drop an entity or a set of fields into the spreadsheet header, and then pat yourself on the back for the speedy construction of a new SSRS report!

By Jason Wojtyna, Microsoft Dynamics GP Consultant, The Resource Group – Seattle, Washington Microsoft Dynamics GP Partner

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