Our Dynamics Report Manager tool, more commonly known as DRM, is a report generation engine that allows you to generate reports from within Microsoft Dynamics GP.
You can generate reports that are built-in other reporting tools, including SQL Reporting Services (SSRS), Crystal Report Writer, Management Reporter, and even Report Writer reports if they are not built on temp tables.
SSRS Report Settings:
When you write an SSRS report and you want to generate that report from within GP. You will need to set up that feature in Dynamics Report Manager.
To do this, follow these steps:
- Click the yellow r, then click System Settings.
- Click the SSRS tab.
- Verify that you have the correct URL to your Report Server setup, so you can easily import any SSRS report into DRM.
Under Windows Credentials, if you check the box for ‘Impersonate Windows User’ and fill in the fields, you can generate an SSRS report based on that Windows user’s credentials.
You can also mark any of the Windows Options that you prefer.
The settings in the above window are to allow defaulting onto the reports you will manually create or import into DRM.
Importing Reports via DRM Utilities:
If you have several SSRS or Crystal reports that you would like to bring into DRM, you can import those reports into DRM in a mass import process. To do this for SSRS reports, follow these steps:
Click Microsoft Dynamics GP | Tools | Utilities | Dynamics Report Manager | Import Reports.
Choose SQL Server Reporting Services as the Report Type. You should see this window as DRM connects to your SSRS environment:
Next you will see a list of all your SSRS reports.
Check the report or reports you would like to import and click Import.
You should receive a message that states, “Import Complete”.
If you do not see your list of reports, it is a connection to the SSRS reports issue, which is typically related to permissions to the reports for the user who is attempting to import the reports. In other words, a GP user may not have access to the SSRS reports, and this permission issue is an SSRS reports permission issue.
Adding the Lookup ID on a DRM Report Parameter:
I have a report called Simple Invoice, and it has two parameters, the Invoice Number and the SOP Type. This report can be used to print invoices from Sales Order Processing, or it could also print Quotes, Orders, etc. In my report, I want to be able to do a lookup on the Invoice Number, so I don’t have to remember the Invoice Number I am attempting to print. To do this, I will need to add that Lookup ID on my report parameter.
Here are the steps:
- Open the Dynamics Report Manager Explorer window, highlight the Simple Invoice report, and click edit.
- In the Report Maintenance window, highlight the InvoiceNumber Parameter and click edit.
- Click the Lookup next to Lookup ID and choose INVOICE.
- Click OK to close the window.
- Save your changes.
The next time you generate this report, you will have the ability to use a lookup to find your invoice number. DRM has several built-in lookup ID’s to choose from, and you can also create your own, if the one you seek is not available.
Join us for a Deep Dive into SmartFill and Dynamics Report Manager on March 19th to make sure you are utilizing these products to their fullest potential.