As an accounting manager, it is often difficult to find the time to accomplish all of the month end routines for a successful close. How much time do you spend using SmartList to harvest a slice of data, only to have to export that data to Microsoft Excel to manipulate it?
You can save your team a lot of time by using SQL Server Reporting Services (SSRS), which is built right into your SQL Server. SSRS allows you to create and manage a wide variety of different types of reports, delivering them in a range of formats. You can create basic reports containing tables and graphs, or more complex data visualizations, using charts, maps and sparklines. When you harness the power of SSRS for day to day and month end work, you may find that you have extra time to analyze things like sales trend analysis or budget forecasting. The sky is the limit.
- Reports can be generated from a link in Microsoft Dynamics GP or from a web browser. This means that even non-GP users can quickly gain access to GP data.
You can report on almost any data
- You can combine data from multiple modules in GP, non-GP data stored in other SQL databases, or even Excel. This gives you the flexibility to create a data set from many sources of data.
Your reports are secure
- SSRS reports are in a single location and your organization has the ability to set security in a very granular fashion. SSRS integrates with Windows authentication, allowing for a complex security structure. This allows you to have control over who has access to your organization’s valuable information.
Formatted the way you want
- Your company’s reports can be formatted to sort, filter and group data in a meaningful way. Gone are the days where you need to extract SmartList data, and then spend additional time manipulating the data to get it where you need it.
Tools to create reports
- Report Builder and Visual Studio are standard development tools delivered with SSRS. These report designer tools are easy to use. There are report wizards that allow users to rapidly create and deploy reports.
Printed or Electronic output
- SSRS reports can be exported in many formats (XLS, CSV, XML, PDF, and more). In many cases, you can drill back directly to Dynamics GP to see the source cards or transactions.
- You can set up a subscription to deliver reports automatically by e-mail or to a folder location. This is another time saver.
- There is no additional cost for SSRS, as it is a part of the SQL Server License. SSRS can be also be deployed to SharePoint.
- Can be installed from Reporting Tools Setup in the administrative area page. A folder is created on the report server for each company and within each company’s folder. There is a folder for these areas: Financial, Sales Purchasing, Inventory, Manufacturing, Payroll, Human Resources, and Field Service.
Over the years, Tribridge has created and deployed many Excel-friendly SSRS reports to enable our clients to work more efficiently. Below is a small sample of these reports. Please contact us if any of these seem helpful to your business, or for more information about SSRS.