| Dynamics GP and CRM have a number of very powerful built in reporting and enquiry tools. In addition it is sometimes helpful to utilise third party report writers for enhanced functionality such as:- |
- Crystal Reports
- Microsoft Access
- Microsoft Excel
- Microsoft SQL Reporting Services
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| IES can advise on the right tool to achieve your requirements. |
Financial reporting in Dynamics GP |
| The primary financial reporting tool for DynamicsGP is FRx . These allow powerful and flexible drill down reports to be run on request and then if required emailed to recipients. One report can look at several legal entities for organisations where the management reporting may not follow the same structure as the legal company set up. |
Ad-hoc enquiries in Dynamics GP |
| The SmartLists tool in Dynamics GP is a very simple to use data reporting and enquiry facility. It is effortless to create a one off, or regular enquiry screen that automatically provides drill down from the data it shows. Any selected data can then be downloaded directly into Excel, again at the touch of a button. Excel can be pre-formatted using the SmartLists Export Solutions functionality so that the data received from SmartLists automatically displays how it is required, without intervention. |
MS Query/ODBC for Dynamics GP |
| This provides the ability to link Excel spreadsheets dynamically to Dynamics GP data and can be used in numerous instances for operational effectiveness. It is also very useful for what many people refer to as ‘business intelligence’ (i.e. slice and dice type reporting and data interrogation, even drill down graphical enquiries). |
| Using this in conjunction with standard Excel features like subtotals and pivot tables can provide very useable, simple to create reports and enquiries in Excel that have no impact on the Dynamics GP user license. All that is required is a little know-how and these can be created quickly and easily. IES can provide this know-how! |
Dynamics GP Project Accounting |
| Project Desktop enquiry tool for Dynamics GP Project Accounting
This IES developed product provides an on-line Browser based enquiry that is designed for customers using the Dynamics GP Project Accounting module. It provides on-line drill down enquiries via a browser without the need to purchase additional user licenses. This can make the delivery of project data to project managers and directors a simple, cost effective process without requiring a significant financial outlay.
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Pre-defined SQL views for Dynamics GP project accounting users |
| Just about every organisation IES deal with has a different requirement for reporting out of Dynamics GP Project Accounting. Vision, Access, Crystal Reports and Excel are the most commonly used reporting tools. However, for many people getting access to the correct data files in order to create the report can be tricky. IES SQL Views provides the most commonly accessed data into a library of pre-defined ‘views’ for easy access by any modern report writer. IES SQL views can make the creation of many project reports really quick and straight forward. These SQL views are free of charge for our existing clients and available for a small fee for non clients. |
For further information about Reporting Tools |
| Look at Crystal or contact your local office and we will be pleased to help you. |
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