Tuesday, April 14, 2009

What are you looking for?

By Kyle Kienzle, Account Executive
BroadPoint Technologies, Raleigh NC

Some reporting guidelines, capabilities, and tools often asked about by my Microsoft Dynamics GP clients are:

1. SmartlistBuilder - This tool allows the user to extend the query capability in Smartlist in Dynamics GP to span different modules and datasources. SmartlistBuilder has been well received by BroadPoint clients. Many of the clients that I am in contact with tell me that it is "used hourly" and "the starting ground" for many of their workdays. It is best for quick views and inquiries.

2. SRS (SQL Reporting Services) – This is a packet of reports and reporting tool, all free, provided by Microsoft and deployed by BroadPoint. There are some automatic template reports and more can always be tailored for your organization by BroadPoint.

3. Microsoft FRx is a mid-market financial reporting tool. It is used by most of our clients for financial reporting due to its many capabilities. A FRx report allows a scale of information from the summary financial level to the single transaction level in Dynmaics GP.

4. The inherent report writer comes with about 150 reports per module, over 2000 all together, making it the main reporting engine. The report writer will be the primary source of reporting because adjustments can easily be done and shared.

5. There are free Excel reports already created as well that are embedded in the Dynamics.dic. A user can go to the Reporting Tools Setup window and deploy them.

6. For advanced reporting – there are a number of ISV Solutions available, each with different pros, cons, and price points. A few examples: Prophix, Solver, Targit, ProClarity, Zap Technology, etc.

If you would like more information please do not hesitate to contact me!

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