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Reporting Options for Remote Users in Dynamics GPApril 23, 2020

To Receive CPE Credit

• Individuals

Participate in entire webinar Answer polls when they are provided

• Groups

Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to training@bkd.com within 24 hours of webinar

• If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar

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INTRODUCTIONS

Charles Allen Senior Managing Consultant• More than 27 years of experience • Microsoft MVP

AGENDA • Introduction

• SQL Server Reporting Services

• Management Reporter

• OData • Power BI

• Q&A

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SQL Server Reporting Services

Benefits

• Available with SQL Server

• Reports are browser-based

• Multiple report types

• Approximately 300 reports available for GP

• Users do not need to be GP users

• Includes Report Builder for creating reports

• Reports can be scheduled for delivery

• Report site can be secured with certificate

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Report Types

• Tabular reports

• Forms

• Labels

• Charts

• Maps

Setup

• Create certificate if SSL is needed

• Install & configure SQL Server Reporting Services

• Deploy standard Dynamics GP reports

• Add users to the Report Manager website

• Add users to SQL Server

• Configure GP, if desired

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GP Setup

• Go to Administration page >> Setup >> System >> Reporting Tools

• Enter the URL information

Report Manager Website

SQL Server 2016

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Report Builder

• Tool for creating & editing reports

• Needs to be downloaded in SQL 2016 & above

• Includes wizards for report creation

• Can work with report parts such as tables & images

Report Builder

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Management Reporter

Management Reporter Advantages

• The license is included with GP

• Reports can be viewed using a browser

• Report links can be emailed

• Reports can include transaction detail

• Security can be imposed at business unit levels

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Management Reporter Remote Options

• Secure website – requires CU 16

• Email links

• SharePoint

OData

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OData

• Web-based method of getting data

• Enables users to access data using Excel or Power BI

• Delivered as URLs

• SSL security can be used

• Can be used with GP, ISV & custom SQL objects

OData Installation & Setup

• Create a certificate, if necessary

• Install on the server from GP media

• Configure Reporting Tools in GP

• Select objects to be available to users

• Publish the OData URLs

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OData Security in GP

• Associate a Windows login with the GP login via User Setup

• Add users to OData security roles

Using Excel with OData

• Use the Get Data option

• Enter the URL

• The data appears as a table

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Power BI

Power BI

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Power BI

• Available for free using Power BI Desktop

• Reports can be deployed to the Power BI website for sharing

• Reports can be displayed on mobile devices

• Data from many data sources can be used to build reports

Power BI – Creating a Report

• Launch Power BI Desktop or log into app.powerbi.com

• Open the Power BI file or select the workspace

• Build a new visualization

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Resources

• System Users Guide – Chapter 28: SQL Server Reporting Services reports

• What is SQL Server Reporting Services (SSRS)

• Management Reporter User Guide

• OData Feature Document

• Power BI Feature Document

• Power BI website https://powerbi.microsoft.com/en-us/

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BKDTECHNOLOGIES SUPPORT CENTER

• BKD Technologies Support Center for Microsoft Dynamics GP 877.253.7778 (toll-free) GPsupport@bkd.com Monday–Friday, 8 a.m.–5 p.m. CST

BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org

The information contained in these slides is presented by professionals for your information only & is not to be considered as legal advice. Applying specific information to your situation requires careful consideration of facts & circumstances. Consult your BKD advisor or legal counsel before acting on any matters covered

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CPE Credit

• CPE credit will be awarded upon verification of participant attendance; however, credits may vary depending on state guidelines

• For questions, concerns or comments regarding CPE credit, please email BKD Learning & Development Department at training@bkd.com

Thank You!Charles Allen, Senior Managing Consultant

713.499.4629 | callen@bkd.com