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Intelligent Technologies, Inc.

Attaching Custom SSRS Reports to Master Cards in Dynamics GP


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With each new version of Dynamics GP, the reporting options continue to grow.  In the past we have discussed the Business Analyzer and how it can be used to give data to people without having them log into GP.  We also discussed how to use Word Templates to create custom invoices and purchase orders for specific customers and vendors.  Excel based reports using new ODC connections can also be used to create “live” reports generated from the GP data.

Today we are going to discuss an easy way to quickly add custom reports to many of the master cards (vendors, customers, inventory items, general ledger accounts, etc.) in Dynamics GP.  In Microsoft Dynamics GP 2013 a new function has been added to the print icon found in the master cards windows.  When clicking on the print icon we are now presented with an “Assign Reports” option.

This allows us to attach custom reports to the various master card windows in GP (vendors, customers, inventory items, general ledger accounts, etc.).  For example, we create a new customer information report that lists information about a specific customer, or we create a new outstanding invoices report to list the invoices outstanding for a specific vendor.  We now have the ability to attach these reports directly to the Maintenance windows in Microsoft Dynamics GP.  If we want to run the reports they are just a couple of button clicks away.

The nice thing about this new feature is that GP automatically passes the master record ID to the report.  So we do not have to launch the report and then enter the customer ID.  Microsoft Dynamics GP knows that we are looking at a customer card (or inventory, vendor, GL account, etc.) and it passes the ID to the report.  So our custom reports can include that information and generate the data without additional tweaking of parameters.

This new features is extremely helpful for the clients that utilize several custom reports.  No more leaving the financial application to launch custom SSRS reports.  No more navigating to a “report” area to find the custom reports.  They are now directly assigned to the windows where they will most often be needed.  If you would like to see this new feature in action, or need any assistance with custom reporting, please do not hesitate to contact us.

-By Grady Burris - Sr. Consultant - Intelligent Technologies, Inc. Microsoft Dynamics partner.

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