Select 'TWO' as Company, * from TWO.rm00101 Including a “Company” name column can help with grouping on your report. Here is a simple example, but you can make this as complex as is needed. Simply using a union statement in any query with the database ID attached to the second (or third …) will allow you to pull the data from multiple companies as long as the data source is pointing to one of them. SSRS has a handful of built in multi-company reports, but it is fairly easy to make your own. Create multi-company reports by using unions in your data set =MYCOMPANYID&ProductID=0&ActionType=OPEN&FunctionName=OpenVendorID&VENDORIDĩ. ="dgpp://DynamicsGPDrillBack/DatabaseInstance=&ServerName=MYSERVERNAME&CompanyID Below that is where to put it in your report. Here is an example of one to open up a vendor window using a report parameter to drive which vendor is used, but it will also give you a guideline as to what they should look like.
If you are on the more technical side, you can look at the SQL views in your database and the columns to the far right will give you some options/paths of windows you can use. There are a handful of windows that you can drill back into, including cards and transactional windows. It was an even better bonus to learn that I could create these custom drill backs in the reports that I wrote myself. I was very excited to hear that we could now drill back directly into Dynamics GP from SSRS. Lastly, you finalize your formatting and titles and you have a new graph for your Dynamics GP homepage! Once you identify your data and which type of report you want to use, you just choose how you want your data to display. One of my favorite features of Report Builder is how easily you can create new KPIs for your company with the drag and drop chart wizard. The new interface in Report Builder 3.0 is now much more flexible in allowing end users to create the reports they need with less technical knowledge. Use the Report Builder wizard to create easy graphs and charts by dragging and dropping data For those of you who missed the first two sections, you can find them here - Part 1: Viewing & Using, Part 2: Managingħ.
This is the last in our series of three SSRS Tips & Tricks blogs.
Once reports are finalized one can directly upload manually or publish automatically to be made available for users. Report Builder provides convenient wizards to manage all the format of data.
One can download it from the web and carry out their practice. SQL server administrator can define the level of access for each user to view different reports and data based on organization needs.įor reports created in this blog, I am using Northwind open source database. Reports can be deployed directly on a web portal. Report builder provides report capability based on Table/Matrix, Chart, and Map format. Using Report Builder tool integrated with reporting services is like an icing making reports delivery faster. SQL Server Reporting Services (SSRS) is one such capability framework provided by Microsoft to create reports. As CRM systems are becoming more and more viable for startups and mid businesses, they will be able to use such capability to infer their data out of the box.įor solutions which don’t have reporting/advanced search features available out of the box, it’s important to create reports directly from their structured relational database. One was able to create advanced search criteria with related records and get much of their information. My previous employers had Microsoft Dynamics CRM system in place which provided reporting capability quite handy. Such type of understanding is possible only if modern organizations have the capability to visualize and understand their data in real time. It will be vital creating a marketing strategy to invest more in the USA, resulting in increasing revenue. To understand it better consider an example, if one knows customers are coming more from India and very much less from the USA. Data is the important essence of today’s modern digital organization. Understanding data generated by stakeholders help the organization to take important decisions such as sales, marketing, and operational efficiencies.