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SQL Server Reporting Services – Why should you deploy?

Monday, May 23rd, 2011
Curious about SQL Server Reporting Services’ features and benefits? Darren Woodbrey discusses security, subscriptions, drillbacks and report models in this post.
 
 
 
 

 

I am excited to join the team here at Gilchrist Scott Ltd.  This is my very first blog post and it’s obvious that I should start with SQL Server Reporting Services (SSRS) as I have a wealth of experience with it, and it seems like most customers can’t see the benefits until it’s deployed.  So that is the goal of this post, to convince you that SSRS is a platform you should deploy as soon as possible!

SSRS has been around for a while now, but only in the last couple of versions of GP has it been tightly integrated into the UI.  Reports can now be launched directly from GP Lists, and since GP 2010, the reports are separated into series (Sales, Purchasing, etc) with a link off of each navigation ribbon.  This makes them very easy to launch from within GP.  Some of the great features of SSRS that enable you to get business data out of GP easily and quickly are as follows:

Web Based / Security - Different from Crystal Reports, SQL Reporting Services does not have to be installed on all the workstations where the reports are launched.   The reports are created and then deployed to the Reporting Server, which is hosted just like any other web site.  SSRS also has built in security by report so you can restrict access based on the windows user or group.

Subscriptions – SSRS has a feature called subscriptions which allows you to schedule the delivery of reports through e-mail or to a folder.  This is certainly a very cool feature that enables you to take those reports you run on a regular basis and set them up to be delivered right to your email inbox.  This streamlines your reporting process and cuts down on time.  The reports can be sent in a PDF or Excel format among others.  You can also choose to run reports to a Windows file share.  This is great for “point in time reports” that you may need to go back and look at a later date.

Drillbacks – Drillbacks are an SSRS feature that allow links to be embedded into the report that will launch GP windows.  I have created Inventory reports for instance that have embedded links on the item number field that, when clicked, will pop open the Item Inquiry window in GP with that item already loaded.  This is great for when you need more information on certain items in the report in order to make smart business decisions on the fly.

Report Models – Report models are groupings of tables that are linked together and then published to the report server.  This allows users who are not familiar with complex table linking to be able to create reports for themselves, taking the report writing away from the IT department and allowing them to work on other projects.  The report creation process is done with a program called Report Builder.  This can be downloaded from the Report Server and installed on the users system simply by clicking on a link.

I think you will agree that this is very cool stuff!  So for those of you who do not have SSRS deployed; give us a call at 207.761.2133 or email us to schedule some time to get SSRS installed and start migrating you current reports or creating new ones.  If you do have it deployed and would like to start using it more, we can help with report creation, report model deployment,  and any questions/issues you may have.

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Dynamics GP Payroll Year End Update - 2010

Tuesday, November 16th, 2010

Watch for Dynamics GP (Great Plains) - US Payroll year end update tentatively scheduled for 11/18/10.

Form Changes included in the year end update will include W-2, Hire Act (ends 12/31/10), W-3, and Payables 1099-INT.

Microsoft Payroll and Technical Support experts are recommending all Dynamics GP Payroll users install the year end update. We recommend you do this before the year-end crunch. It’s best to get the year-end update out of the way rather than waiting until you’re ready to process W-2’s.

GP Update Target Release Dates for Version 9,  10 SP 5,  GP 2010 SP 1
US Payroll Year End - 11/18/2010
Canadian Payroll Year End - 12/16/2010
US Payroll Round 1 2011 tax update - 12/16/2010
Business Portal W4 form change – 12/16/2010

Watch for the 2011 Tax update with the following changes (known so far):
Earned Income Credit phased out
Social Security limit remains unchanged from 2010
State changes: California, Kentucky, Minnesota, New York City

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What’s New in Microsoft Dynamics GP 2010 - Financial Enhancements

Tuesday, May 4th, 2010

With the release of Dynamics GP 2010 a few long-awaited features arrive.  It’s obvious that Microsoft took the time to listen to customers’ requests for features with their latest GP version.  I’ve noted a few of my favorite Financial enhancement below:

Exclude inactive records from lookup menus!

No more searching through your inactive customers, vendors, inventory items, and GL accounts! 

Clear recurring GL batch amounts!

You can now clear the distribution amounts for all transactions on recurring batches after you post a batch.

Combine multiple budgets into a single master budget!

Create separate departmental budgets and easily combine into one.

Enter negative Cash Receipts in Accounts Receivable!

You can enter a negative cash receipt for the purpose of decreasing a deposit.

Select multiple ranges when building a check batch!

Have you planned for your upgrade to Microsoft Dynamics GP 2010 yet to ensure you benefit from all of these enhancements?

 

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Collaboration is Power - New England Microsoft Dynamics GP User Group 2/23/10!

Monday, February 22nd, 2010

Someone once described TEAM as Together Everyone Achieves More.

This is a concept that will be tested and, most likely embraced, by the group of professionals coming together for the first ever NE Dynamics GP User Group being held at ecomaine on 2/23. In this time of cost cutting, do-more-with-less, everyone should consider collaboration as a way to learn, grow, and create efficiencies that traditionally were accomplished through expensive training programs and consulting engagements.

Great minds are coming together for the Dynamics GP User Group to talk about the new Microsoft Dynamics GP 2010 (Dynamics GP V11), Tips and Tricks, Roundtable discussion, and to create an agenda for future meetings that will result in achievements not found in traditional learning. Welcome to the new world of collaboration where we connect and work with others and benefit from the team approach!

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Technology

Friday, January 23rd, 2009

 

Technology is both a curse and a blessing, much like the weather. Unlike the weather, we have choices about how we use technology. In our personal lives bad technology decisions are usually pretty innocuous, resulting in some frustration and wasted time. In our businesses, bad decisions can spell doom.
So, how should we approach technology decisions?
I will be discussing this and many other topics regarding businesses, software and society in the coming months.
Stay tuned…. Tobey

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