excel refreshable reports for dynamics gp
DESCRIPTION
There are over 200 of the Excel Reports that ship with Microsoft Dynamics GP 10.0. This number depends on modules registered.They are created based on existing SmartList favorites so they have a familiar look to them, but are Excel files so they can be customized to meet the unique needs of your business.Because they use a connection to the SQL Server, they offer Real Time Reporting as you can refresh the data at any time. The Microsoft Office Excel reports use Windows Authentication for security, so they don’t require you to be a user in Microsoft Dynamics GP to be able to view them.TRANSCRIPT
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Deploying, Using and Modifying Microsoft Excel Reports with Microsoft Dynamics GP
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Demo as we go
View
Agenda
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Excel Reports
Over 200 That Ship With Microsoft Dynamics GP 10.0
Real Time Reporting in Excel
Use Windows Authentication
Match the SmartList User
Experience
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Requirements
Office 2007, 2003, or XP
Machine that deploysthem must have .NET Framework 3.0 installed
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Deployment - General
*.ODC
Office Data Connections to the Microsoft Dynamics GP
databases
Excel Workbooks that use the *.odc
files to populate the workbook with Microsoft Dynamics GP
data
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Deployment - Network
Deploy Data Connections
first
User LevelStore on user workstations
System LevelDeploy to
network share
Network
Share
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Deployment – Microsoft Office SharePoint Server (MOSS)
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Viewing ReportsMicrosoft Dynamics
GPOutlook Windows
Explorer
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Customizing ReportsModify Existing Reports
Create New Reports
If change existing report, have to redeploy to get the original back which replaces all reports
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Security
Network Share
MOSS Groups
SQL Database
Roles
SQL Database
Roles
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Documentation
Chapter 30 “Report Deployment” of
SystemSetup.pdf
Knowledge Base
“949524”
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Always 2 places you have to grant security
What to Remember
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Contact Information
Jeffrey PauletteSales & Marketing Specialist