Monday, August 10, 2009

Tip of the week from Brenda Hopkins – Week 17


Reduce the time it takes to create and distribute reports


SQL SERVER REPORTING SERVICES (SRS) helps summarize your data in Web-based charts and graphs. Build reports to support specific business activities, and share vital information across your organization.

Access reports easily from within Microsoft Dynamics GP or the Web. Let users log into the web site and access reports themselves, these reports can be printed or exported to excel.


ONLINE VIEWS offer forecasting insights that are easy to share across your organization or with designated vendors or contractors.

Microsoft SQL Server Reporting Services offers over 60 reports, you can use these sample reports either as-is or as templates for designing new reports.

Examples:
  • General Ledger Detail and Summary Trial Balance Reports.
  • Receivables Aged Trial Balance Report and Detail Historical Aged Trial Balance Reports.
  • Payables Aged Trial Balance Report and Detail Historical Aged Trial Balance Reports.
  • Open Purchase Orders Report: Purchase orders that have not been closed or canceled per vendor or for all vendors, including list views for the number, status, and date of each purchase order, assigned vendor, and line item detail.
  • Open Sales Orders Report: Unposted sales orders for a range of customers, including list views for the sales order number and date, customer information, requested ship date, amount remaining, assigned salesperson, and line item detail.
  • Customer Profitability Report: Sales, total profit, and gross margin percentage per customer for the selected year. Expandable customer ID offers a view of sales, total profit, and gross margin percentage by document number.
  • Inventory Value by Site Report: Bar graph of the value of inventory by site and the total inventory value for the company. Clickable inventory site bars display Inventory value by Site. Use the Item Number Report to view items and their total value for that site.
  • Item Quantity Back Order Report: Quantity of items that are back ordered, quantities allocated to purchase orders, and item quantities available for all sites.port to view items and their total value for that site.
  • Employee wage and Hour Report: Employee Pay Codes with hours and wage for each pay code.
  • Employee Pay History Report: Select Pay Codes and Departments to include showing historical employee pay history.
  • Employee Earnings Register: Snap shot of employee summary earnings.
  • Department Wage and Hour Report: Select departments and Pay Codes to include, hours and total paid for each department.

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