SQL Server Reporting Services (SSRS) 101 in Dynamics GP

Monday, October 14

8:00 AM - 5:00 PM

Location: Bonaire 4 - Caribe Royale

CPE Credits: 8

Level: Basic

Instructor(s)

Charles Allen

Senior Managing Consultant
BKD Technologies

This class is an introduction to SQL Reporting Services with Dynamics GP, to familiarize you with how SQL Reporting Services can be used with Dynamics GP. Overview of the integration between SSRS and Dynamics GP will be discussed, along with the security model. You will work with the available tools to determine the necessary Dynamics GP table and fields for reports. We will access and manage the standard Microsoft Dynamics GP SQL reports to illustrate the security concepts discussed. We will then spend time creating custom reports for Dynamics GP in SQL Report Builder 3.0, following instructor-led examples. We will focus on the core concepts involved in creating SQL reports with the Report Builder, including creating data sources, data sets, and queries. We will explore the functionality of the Report Builder regarding filters, report layout, grouping, and parameters. Different report types will be explored, including tables, matrices, and charts.

Learning Objectives:

Understand the components involved and integration of SQL Reporting Services and Dynamics GP
Understand the security model used by SQL Reporting Services in overview
Understand the Dynamics GP table structure and available tools for identifying necessary tables and fields
Discuss the deployment of the standard Dynamics GP SQL reports
Access and manage the standard Dynamics GP SQL Reports
Create SQL reports using Report Builder 3.0
Establish data sets and sources
Use the Query Designer and Filters
Report Layout and Grouping
Use Built In Fields
Use Parameters
Work with different report types in Report Builder 3.0 such as Tables, Lists, and Charts
Learn how to create reports for multiple GP modules

Instructor: Charles Allen, BKD, LLP

Audience: Power-user, GP Support, IT Professional

Level: Beginner

Prerequisites: Understanding of Dynamics GP processes and terms, some exposure to SQL Server Management Studio and SQL concepts, some experience in report writing (e.g., Crystal Reports, Microsoft Access, etc.) is helpful but not required.

Preparation: Please bring a Windows PC to class for the Academy training environment from VisiLearn called vConnect.

Delivery Method: Group Live

CPE Credits: By participating in this class you are eligible to earn up to 8 CPE credits.