Report Writer in Microsoft Dynamics GP 9.0

Determine the setup configuration they want to use for Report Writer

Identify where modified reports are stored and how to limit access to certain reports using Microsoft Dynamics GP security

Create user-defined sorts and restrictions so information appears in the order desired, and only the information you want appears on a report

Understand general report layout functionality

Place text, report fields, graphics, and other items on a report layout

Modify existing reports to better fit their reporting needs

Design custom reports to access important application data

Identify the sections of a report and how to add additional headers & footers

Link tables together so reports can be developed using multiple data tables

Create user defined links for related tables that have common keys

Create user-defined fields by using calculated and conditional expressions

Understand how Field Options can be used to generate needed information

Import reports between report dictionaries using the Customization Maintenance window functionality

Some working knowledge of Windows 2000 or Windows XP, SQL Server 2000

Basic understanding of Microsoft Dynamics GP modules and database storage techniques

Report Writer Features & Benefits

Using the Reports Dictionary

Configuring/Setting up Report Writer

Using the Report Writer Main Window

Defining Report Types

Security

Creating Secondary Copies of Reports

Creating Primary Copies of Reports

Button Functions

Temporary Tables Effects on Reports

Granting Access & Printing Primary Copies

Working with Secondary Copies

Briefly describe the features and functionality available in Report Writer

Describe the advantages and disadvantages of the different setup configurations available for Report Writer

Understand basic terminology that will be used when using Report Writer

Identify the different types of reports that exist in Microsoft Dynamics GP and Report Writer

Restrict access to individual reports using the security options available in Microsoft Dynamics GP

Understand available printing and format options when generating reports in Microsoft Dynamics and Report Writer

Table Information Options/Report Definition Window

Keys, and Max Records

Format Options

Text Report Options

Printing Options

Using Sorts

Using Restrictions

Writing Restriction Expressions

Creating a User-defined Sort on a Report

Multiple Sorting Fields/Keys

Other Sorting Options

Creating Restrictions

Using Table Fields in Restriction Expressions

Using Constants in Restriction Expressions

Using Operators in Restriction Expressions

Constant Types and Field Storage

Writing Restriction Expressions

Secondary Copy Restrictions

Use the Report Definition window to influence how a report is printed

Change the sort on a report from existing sorts or keys

Create user-defined sorts from any linked table so data appears in the order preferred

Enter restriction expressions to limit data that appears on a report

Understand how to use constants, functions, and operators in restriction expressions

Define the different constant types and how each is used for different table fields in Microsoft Dynamics

The Report Layout window

Report Sections

Using the Toolbox window

Placing Fields in the Layout

Adding Text or Labels to Reports

Moving and Sizing fields

Drawing Options

Using Arrange & Tile Tools

Using the Divider Tool

Adding & Storing Graphics

Designing a Report Layout

Placing Table Fields & Text on Reports

Drawing Options/Fonts

Properties window

Adding Graphics to the Picture Library

Adding a Graphic to a Report

Using the Divider Tool

Identify the different sections on a report layout

Understand the different options available on text and graphics reports

Use the Layout and Arrange tools when designing reports

Place and move table fields, text, and other items on a report layout

Size fields, text, and graphics on reports

Apply different fonts, colors, and patterns to fields using the Drawing Options window

Use the divider tool to create report columns on reports

Add and store graphics such as a logo for use on reports

Linking Methods

Types of Linking

Linking Tables

Additional Headers

Sorting & Additional Headers

Additional Footers

Additional Header & Footer Options

Linking Tables to a Primary Table

Different Types of Links

Keys and Links

Table Relationships

Creating Additional Headers

Creating Additional Footers

Using Count Field Options

Modifying Field Fonts & Sizes

Sizing Report Section

Using Additional Headers & Footers on Existing Reports

Sorts and Additional Headers

Arranging Information on a Report

Sizing Report Sections

Creating Custom Reports

Creating a User-defined Sort on a Report

Multiple Sorting Fields/Keys

Other Sorting Options

Creating Restrictions

Designing a Report Layout

Placing Table Fields & Text on Reports

Drawing Options/Fonts

Adding Graphics to the Picture Library

Adding a Graphic to a Report

Linking Tables

Creating Additional Headers

Creating Additional Footers

Sizing Report Sections

Identify the different methods that can be used to link tables

Link tables using the Report Table Relationships window

Understand the different types of table links and the table relationships for each type

Describe the limits on linking tables in Report Writer

Remove table links from a report

Understand how additional headers and footers are used in Report Writer

Explain how sorts influence the use of additional headers and footers

Array Fields

Adding Array fields to the Report Layout

Field Options

Field Types

User-defined Calculated Fields

Writing Calculated Expressions

Writing Conditional Expressions

Result Types

Using Fields Constants & Functions in Expressions

Concatenation

Adding Array Fields to a Report Layout

Array Field Calculations

Linking Tables

Defining Report Sections

Creating Additional Headers

Creating Additional Footers

Setting Field Options

Report Design

Concatenate Operator

Strip Function

Report Design

Creating Calculated Fields

Report Design

Conditional Calculated Fields

Calculated Fields

Creating Additional Headers

Creating Additional Footers

Using Field Options

Format, Text, & Printing Options

Work with array fields

Create user-defined calculated fields

Understand the difference between calculated and conditional expressions

Place calculated fields onto reports

Understand how to use the concatenate functionality in Report Writer

Identify available field options for report fields

Determining Report Needs

Reviewing Existing Dynamics Reports

Planning the Report Layout

Determining where Information Exists

Using Table, Field & Window Descriptions

Planning a Report

Steps of Planning

Creating Custom Reports

Creating a User-defined Sort on a Report

Creating Sorts

Creating Restrictions

Designing a Report Layout

Drawing Options/Fonts

Using the Divider Tool

Adding Graphics

Linking Tables

Creating Additional Headers & Footers

Sizing Report Sections

Using Calculated Fields

Understand the basic concepts of planning a report

Determine the needs for a report

Plan a report layout for basic reports

Use Table, Field, and Window Descriptions to determine what tables are needed for a report and should be linked

Plan the use of sorts, restrictions, calculated fields and grouping

Table Relationship Components & Requirements

Defining Relationships

Selecting Keys/Sorts

Using Table, Field, & Window Descriptions

Creating a Table Relationship/Relationship Types

Report Design

Understand table relationship requirements

Create new table relationships

Data Types & Formats

Modifying Data Types

Changing Formats

Customizing Strings

Modifying Format Strings

Assigning Field Formats

Creating New Formats

Changing Static Text Values

Effects on Changing Static Text

Modifying Format Strings

Resources Menu

Modify a Data Type

Change Existing Formats

Customize Strings

Setting up Report Scheduler

Scheduling Reports

Managing the Printing Process

Adding a Report to a Schedule

Creating a New Publisher and Assigning Publishing Rights

Removing Reports from the Schedule

Understand the necessary steps to set up Report Scheduler

Explain the benefits to using Report Scheduler

Use Report Scheduler to publish and print reports

Remove reports from the "to publish" list

Customization Maintenance

Importing Reports

Validating Reports

Troubleshooting the Import/Export Process

Creating Custom Reports

Creating a User-defined Sort on a Report

Creating Sorts

Creating Restrictions

Designing a Report Layout

Drawing Options/Fonts

Using the Divider Tool

Adding Graphics

Linking Tables

Creating Additional Headers & Footers

Sizing Report Sections

Using Calculated Fields

Creating Table Relationships

Changing Field Formats

Modifying Reports

Modifying a Report Layout

Create a Calculated Field

Modifying the Dynamics.set file

Importing/exporting reports

Use the Customization Maintenance window to create package files that contain report layouts and formats to share with other users

Understand the import/export functionality within Report Writer

Validate imported reports

Troubleshoot import/export messages