Aug 14, 2010

Improved Home Page Metrics for Dynamics GP2010


The metrics, charts, and KPI's that are available on the Microsoft Dynamics GP Home Pages now leverage SQL Server Reporting Services (SSRS) reports.  This enables greater flexibility for our customers in regards to the metrics that are displayed and how they can be accessed which are easily build on SSRS.
  • Metrics built using Office Web Components are still available to the users
  • Customers can choose SQL Server Reporting Services as their metric source
  • Over 100 fully customizable metrics that can appear on the Microsoft Dynamics GP Home Page
  • Companies can easily create their own metrics they want displayed on the Home Page
  • Metrics are part of the SQL Server Reporting Services Deployment Wizard
  • Metrics may be deployed to SQL Reporting Services in either Native or SharePoint mode
  • Reporting Services metrics will appear in the SQL Reporting Services Report List; making them available to add as links on the Home Page
  • All metrics are available to use in Business Portal as well.
  • Users can display multiple metrics on the Home Page at one time, or display just one at a time with the option to scroll through the metrics

How to Setup the Reports?SSRS reports setup is just a screen away provided you have installed SQL Server Reporting Services (SSRS) if not please follow the instruction provided with SQL server installation document. Assuming you have installed SQL Server Reporting Services (SSRS) follow the steps below.
  1. Install SRSReports which are under GP2010 installation CD/DVD as additional products.
  2. Configure SSRS reports for GP open Programs >> Microsoft Dynamics >>Business Intelligence >>Microsoft SQL Server Reporting Service Wizard.
  3. Follow the instruction on the wizard and provide the reportserver path and select the company you want to install SSRS Reports for GP.

  4. Once done login to GP and navigate to Tools>>Setup>>System>>Reporting Tools setup.  

  5. There is an important thing that needs to be looked into while configuring the reporting tools for GP, while entering the Report Server URL make sure you enter the URL properly
  6. Under the Charts and KPI's Section mark only the Option Enable SQL Server Reporting Service Home Page Metrics
    Note:
    Do not mark Charts and KPI's have been deployed to a sharepoint Server, if you mark this option then you will not be able to view the charts and KPI's under the Home page Metrics.
  7. Click OK and close the Reporting Tools Setup Window
  8. That's All folks.
Adding Custom Charts or KPI's to Home PageMicrosoft Dynamics GP2010 has made easy to add custom reports which is another powerful and important feature that has made GP2010 customer/user build their own analysis. Follow the below steps to add Custom Reports or KPI's to GP Home Page.
To ADD Reports / Charts Build your custom Report or Charts in SSRS.
  1. Deploy the custom report under the Reporting Services for this open SSRS Report Manager and Click on the Company folder
  2. Identify your custom report to make sure it is added under proper module.
  3. Click on the module you identified and click Charts And KPI's Folder.
  4. Deploy your reports under this Folder and give the Proper name that can be viewed under Home Page Metrics Selection in GP2010.
 Hope this helps to add your Custom Charts and KPI's to GP2010 Home Page, for any queries and new Charts to be build contact venuasg@gmail.com

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