Which Builder Should I Use?

GPUG® Summit 2011November 8-11

Caesars Palace – Las Vegas, NV

Which Builder Should I Use?

GPUG Summit 2011– Las Vegas www.gpug.com

Your Instructor Richard L. Whaley, Consultant/Author Accolade Publications, Inc. [email protected] www.AccoladePublications.com

mailto:[email protected]

http://www.accoladepublications.com/


Agenda Introductions Motivational Plans Discussion of the Builders Housekeeping


Class Participation Bonus To Keep People Actively Participating 10 Coupons to be Given out Per Session Given to Attendees that Actively Participate

(speak up, ask questions, provide information, et cetera)

Drawing at End of Conference Win a Book of Your Choice From Accolade– Worth up to $150.00


The Builders SmartList Builder Excel Report Builder Navigation List Builder SSRS Report Writer (Crystal) FRx Management Reporter Access Reports


Same Data From Any Tool? I Once Claimed, If All The Tools I Used Had

the Features I Needed, I Could Create the Same Results From Any Tool!

Tools Have Grown Some Tools Are Easier to Use for Some

Results Which One is Right for YOU?– Depends on the Results You Want!


SmartList Builder Bundle One Product Bundle Provides:– SmartList Builder– Excel Report Builder– Navigation List Builder– Drill Down Builder

Created by E-One, Sold By MS


SmartList Builder Creates New SmartLists– Smartlist, NOT Favorites

Allows User to Access More Tables Create Special Need SmartLists Create FASTER SmartLists


Brief Demonstration of SmartList Builder


Excel Report Builder Create Excel Reports that Pull GP Data Does Not Require GP License to View Data– Needs a Lite License

Data in Report always Refreshed Report Users MUST have Connection to

Server


Navigation List Builder Create New Navigation Lists In GP You Decide:– What Fields to Show– What Tasks to Perform– What Filters are Available

More Task Options than SmartList Fewer “Favorite” Possibilities than

SmartList


SSRS Reports Well Formatted Printed Reports On Screen Reports Subscriptions! No Connection Needed to “Read” Permanent Copies Available Tool is FREE! Included with SQL 2008


SSRS / Crystal Crystal is Third Party Product, But GOOD SSRS Is Newer Than Crystal But has

Caught Up in Features Both are Compatible with:– Accountable Forms Printer– Sensible Solutions Reports Viewer– Accellos Collect– Other ISV Products


FRx\Management Reporter Tools Designed to Create Financial Reports Specific Functions to Link BS & PL

Amounts Specific Functions to Calculate

Percentages Provides Presentation Quality Financials


Access Reports? NO! Lack of Security Readers Can Modify Data!


Questions? Things We Did Not Cover You Think I May

Be Intentionally Keeping From You! Things You Want to Know That I Don’t

Know (but someone here might) Things You Really Don’t Want to Know but

You Had to Ask!


Supporting Materials Customizing with The Builders– Covers SmartList Builder– Excel Report Builder– Navigation List Builder

Creating Reports w/ SSRS for MS Dynamics GP

Information Flow and Posting– Where is My Data and How Did It Get There

Software Debugging Tool Resource Descriptions & SDK


Thank You… Thanks for joining us! Fill out session evaluations (at kiosks) Request CPE credit via evaluation Enjoy the conference


Thank You Richard L. Whaley, Consultant/Author Accolade Publications, Inc. [email protected] www.AccoladePublications.com

mailto:[email protected]

http://www.accoladepublications.com/

Documents

Which Builder Should I Use?