What are the best reporting tools for Microsoft Dynamics GP? This presentation looks at the current tools available for Dynamics GP. We are Microsoft Certified Gold Partners and specialize in Microsoft Dynamics GP. www.TGO.ca info@TGO.ca 905 470 6830

1. Experts in Business and
Financial Systems

2.  Introductions
 Overview
 Detailed pros and cons
 Demonstrations
 Summary
 Round table discussion

3. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…

4. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• Original tool
• Proprietary
• Lists
• Exports
• Required for Word
Templates
• GP user security

6. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• Financial reporting tool
• Drilldown to detail
• Web viewer
• Security
• Licensing

7.  Quickly create a chart
based upon report rows
and columns
 Chart entire rows, or entire columns
 5 chart types – bar, column, line, pie
and area
 Saved with report
 Chart at all levels of report
 Copy and paste charts into
presentations or other applications

8.  Collaborate on a report by
providing a link to current
report and selected row
when launching instant
messenger client from within
a report
 Instant message
 Message contains context -- name of
report, report row and link URL to open
report
 Support for Microsoft Lync™ 2010

9.  Jump to key areas of
report for fast analysis
 Auto-generated for Financial level
reports for each level of tree
 Description, Calculation, Total and
Text rows with no format codes and
no Financial Data links
 Easily page within report
 Find a key value in a report, such as
account value or description

10.  Personalized and secured view of data for all
output types
 Publish out one file for all your users
 Each user only sees information in that report that they should
see, based upon security

11.  More secured report
output options
 Publish to a read-only (.xps)
report format
 Publish a personalized
Microsoft Excel (.xlsx) file

12.  More report distribution flexibility
 Schedule reports to generate on a periodic basis
 Publish reports to multiple SharePoint or any network
location

13. Drill to Detail

14. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• Ad hoc queries
• Exportable
• Macros
• Excel
• Limited data
• Limited filters
• Performance limits
• Static
• GP user security
• GP Reminders

15. Smartlist Reminder

16. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• External
• Exportable
• Security
• Customizable
• Business Analyzer

17. SSRS Export

18. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• Dynamic
• External
• Live
• Excel
• Limited data
• No security

19. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• Data warehouse
• Limited datasets
• Normalized
• Time sensitive
• Three dimensional
• Needs front end
• Security
• Powerful
• Customizable

20. Sales Analysis

21. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 Crystal Reports
 SmartView
 Power Pivot
 Forms Printer
 Dynamics Report Manager
 Cognos etc…
• GP external documents
• Requires Report Writer
• Email delivery
• Formatting
• GP user security

22. Word Template Setup

23. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Ad hoc queries
• Exportable
• Macros
• Excel
• Unlimited Limited data
• Limited filters
• Performance limits
• Static
• GP user security
• GP Reminders
• Customizable

24. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Dynamic
• External
• Live
• Excel
• Unlimited Limited data
• No security
• Customizable

25. Excel Dashboard

26. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• All GP external
documents
• Requires Report Writer
• Email delivery
• Formatting
• GP user security
• Customizable

27. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Ad hoc queries
• Exportable
• Macros
• Excel
• Unlimited Limited data
• Unlimited Limited filters
• Performance limits
• Static
• GP user security
• Available in and out of
GP
• Subtotals, totals, groups

28. SmartView

29. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Excel-based
• Millions of lines of data
• Performance
• Connect to anything
• Mix multiple sources
• Pivot formulas

30. PowerPivot

31. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Replaces GP reports
• Crystal, SSRS, Word,
Excel, MR
• Full access to note fields
• Full access to third
parties
• Delivery functions
• Customer/vendor
control

32. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Any reports
• Any application
• Formatting
• Attachments
• Delivery functions
• Archiving functions

33. Spindle

34. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• Used to be packaged
• No longer supported
• Still works
• Lots of experience
• Static reports

35. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…
• SQL database
• Anything ODBC or
equivalent
• Use GP data warehouse

36. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…

37. OUT OF THE BOX THIRD PARTY
 Report Writer
 Management Reporter/FRx
 Smartlists w/Export
Solutions
 SQL Server Reporting
Services (SSRS)
 Excel Reports
 Analysis Cubes
 Word Templates
 Smartlist Builder
 Excel Report Builder
 Word Template Builder
 SmartView
 Power Pivot
 Dynamics Report Manager
 Spindle
 Crystal Reports
 Cognos etc…

38. Module Availability Use
Management Reporter GP Financial reporting
Drill to detail
Web access
Security
Smartlists w/Smartlist Builder
and SmartView
GP/third parties Accessibility
Ad hoc queries
Reminders
SQL Reporting Services GP GP listing reports
Accessibility
Exports
Excel Reports w/Excel Report
Builder
GP/third party Simple dashboarding
Analysis Cubes w/Power Pivot GP/free MS add-in Data manipulation
Spindle Third party Formatting
Delivery
Archiving