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GP Reports Viewer Newsletter
September Newsletter

September 2012

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Report Shortcuts in GP Reports Viewer 
New video on how to create Report Shortcuts in GP Reports Viewer  

video

We know sometimes it's hard to really understand a feature by simply reading about it in a user guide.  So we've created a new video going through the steps of creating Report Shortcuts in GP Reports Viewer. 

 

With Report Shortcuts you can set up your Crystal or SSRS report to run from any window in Microsoft Dynamics GP and even pass fields on a window as parameters to your report.  

 

Take a look at our new video and learn how GP Reports Viewer can help make reporting in Dynamics GP a breeze.  If there are other GP Reports Viewer features you would like to see a video for, please let us know. 

 

For other GP Reports Viewer videos, please take a look at our demo page.
Customizing Group Names in Crystal Reports
How to customize Group Names using a formula
pen
On a report I recently created I wanted to group data by the Customer ID, but show the Customer Name as well as the ID for the Group Name.  To accomplish this, I needed to create a formula with the name and the ID together.  Below are the steps to do this:
  • Right click on the Group Header on the left side of the Design pane and choose Change Group.
  • On the Options tab check Customize Group Name Field and Select Use a Formula as Group Name.
  • Select the Formula button next to Select Use a Formula as Group Name and enter the formula you would like to use.  In this case I used the following: 

{Customer_Name} + "  (" +{Customer_ID} +")".  

  • Save and close the Formula Editor and click OK to close the Change Group Options window.

The steps above result in my Group Name looking like the following:

Customer Name (Customer ID)

Using Rectangles in SSRS

Using a Rectangle as a Container for Multiple Textboxes

By: Mickie Stamm
rectangle

Have you ever wanted to have more than one textbox inside of a single table cell in your SSRS report?  Or how about being able to group a bunch of textboxes inside a container that you can use to align everything and then just have one object to move around if you need to adjust the position of the group?  You can use a rectangle to serve as a container for other objects in SSRS.

 

Simply drag a rectangle object from the toolbox onto the design surface of your report, or into a matrix or table cell.  You can then drag in one or more textboxes into the rectangle and adjust the size and position of each.  Note, as the link above mentions, a rectangle is only a container for items that you either create in the rectangle or drag into the rectangle. If you draw a rectangle around an item that already exists on the design surface, the rectangle will not act as its container.

 

Using rectangles in your reports gives you a lot of flexibility to do some interesting things.  Stay tuned for next month when I will show a more advanced example along with a sample report you can download. 
Looking for a solution to manage Crystal and SSRS reports inside of Dynamics GP quickly and easily?  An online demo of GP Reports Viewer is available anytime on our demo web page.

If you would like to schedule a live demo of GP Reports Viewer with us, please call 212-254-4112 and choose option 1 for Sales or e-mail [email protected].

You can also download a fully functional trial for the Dynamics GP sample company.  Expiring registration keys are available upon request if you would like to test GP Reports Viewer with your company data. 
 
Sincerely,  
Victoria Yudin
Dynamics GP MVP (2005-2012)
Flexible Solutions, Inc.
In This Issue
New Video
Crystal Reports Tip
SSRS Tip
Quote of the Month
Quick Links
 
Quote of the Month

"Whatever you have, you must either use or lose."  

 

~ Henry Ford