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Microsoft Dynamics GP SQL Reporting Services


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Microsoft Dynamics GP Partner, SBS Group, presents the enhancements in SQL Reporting Services (SSRS).

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Microsoft Dynamics GP SQL Reporting Services

  1. 1. SQL Reporting Services Presenter: Mike Byrne, Microsoft Dynamics GP Consultant June 23, 2010 2:00 PM EST
  2. 2. Agenda <ul><li>What is SQL Reporting Services (SSRS) </li></ul><ul><li>Why is SSRS the preferred reporting tool </li></ul><ul><li>Overview and Demo: </li></ul><ul><ul><li>Montego Model </li></ul></ul><ul><ul><li>Custom Reports </li></ul></ul><ul><ul><li>E-mail Subscriptions </li></ul></ul><ul><ul><li>Report Builder </li></ul></ul><ul><ul><li>Security </li></ul></ul><ul><li>Summary </li></ul><ul><li>Q & A </li></ul>
  3. 3. What is SSRS? <ul><li>Server Based reporting tool that allows for centralized reporting from multiple databases in multiple formats. </li></ul><ul><li>Integrates with Dynamics GP, Business Portal, SharePoint, Microsoft Office </li></ul><ul><li>Comes FREE with SQL Server. </li></ul>
  4. 4. Why Choose SSRS? <ul><li>Crystal and Report Writer are moving out – SSRS moving in. </li></ul><ul><li>Build nicely formatted reports with ease </li></ul><ul><ul><li>Good Luck with Report Writer! </li></ul></ul><ul><li>Easily define and set user access to reports. </li></ul><ul><li>Set it and forget it E-mail delivery. </li></ul>
  5. 5. Montego Model <ul><li>Pre-made report package that consists of GP’s most used reports, except they are written in SSRS. </li></ul><ul><li>Benefits </li></ul><ul><ul><li>Easier to customize </li></ul></ul><ul><ul><li>Do not need to consume full GP license to view GP data. </li></ul></ul><ul><ul><li>Multiple export options. </li></ul></ul><ul><ul><li>Can be deployed to SharePoint Website, or just plain SSRS Report Server </li></ul></ul>
  6. 6. <ul><li>Demo </li></ul>
  7. 7. Custom Reports <ul><li>SQL Stored Procedures and views can be easily created to capture data from multiple databases and tables to get the exact report you want. </li></ul><ul><li>Leverage Visual Studio Skills to create custom reports </li></ul><ul><li>Blows report writer out of the water in ease of use in creating table relationships and actual format design. </li></ul>
  8. 8. Report Builder
  9. 9. <ul><li>Demo </li></ul>
  10. 10. E-mail subscriptions <ul><li>Schedule Subscriptions to send out reports on a regular basis. </li></ul><ul><li>Send links or actual PDF attachments to an e-mail. </li></ul><ul><li>Post reports to a shared folder on your network </li></ul>
  11. 11. E-mail Subscriptions
  12. 12. Security <ul><li>Role Based Security to restrict who can or cannot see reports. </li></ul><ul><li>Links with active directory groups. </li></ul>
  13. 13. Where else can they be used? <ul><li>Executive Dashboards on Business Portal or Custom Made SharePoint sites </li></ul><ul><ul><li>Create KPI’s and different graphs/charts that can be accessed wherever, whenever to get a snapshot of how the companies are doing. </li></ul></ul>
  14. 14. Summary <ul><li>SSRS is the new and enhanced reporting tool for Microsoft Dynamics. Its features provide… </li></ul><ul><li>Easy to build, nicely formatted reports. </li></ul><ul><li>User-friendly Web interface for end users with little knowledge of GP. </li></ul><ul><li>Document delivery system in multiple formats </li></ul><ul><li>Easy to define who gets permission to see the reports. </li></ul><ul><li>Technology is FREE! </li></ul>
  15. 15. Q & A
  16. 16. Next Steps <ul><li>Contact your SBS Group Account Executive to discuss SSRS. </li></ul><ul><li>Ernie Gagliardo – [email_address] </li></ul><ul><li>Scott May – [email_address] </li></ul><ul><li>OR contact Mike Byrne at [email_address] . </li></ul>