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March/April Newsletter

April 2014

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Emailing Customer Statements Made Easy

Steps to email customer statements with GP Reports Viewer

easy button Emailing customer statements is a breeze with GP Reports Viewer. Here are the steps, from start to finish:

  1. Create a report using Crystal Reports or SSRS. To make this easy for you we have included fully functional sample reports - just change the logo and address and you are ready to go.
  2. Set up a Statement Profile. To make it easy to repeat the process every time you want to send statements you can create as many profiles as you want - these can be based on things like statement frequency, customer balance, balance overdue in a particular aging bucket or older, or customer class.
  3. Optionally you can preview the list of customers so you can see if there are any missing email addresses or anyone that should be excluded. Fixing email addresses or excluding customers takes just one click.
  4. Decide how you want to email/print the statements. With one checkbox GP Reports Viewer will automatically email statements to all the customers with a valid email address and print the rest. No need to print all the statements and then have to manually figure out which ones already got emailed - GP Reports Viewer will do all the work for you. Statements are emailed as PDF attachments without the need to install Adobe Acrobat.

To find out more about Customer Statements and other GP Reports Viewer functionality, please visit our website or email us for a demo.

SQL Code to Get Work Hours in a Date Range

How to calculate work hours in a given date range

 

I was recently asked to calculate work hours between two dates for a productivity report and found a great function to do this on the Zen of SQL blog.

 

Below is code based on the function if you want to quickly test this out in SQL Server Management Studio. Just paste this code in and change the two dates at the top as desired:

  

declare @start_date datetime = '4/1/2014'

declare @end_date datetime = '4/30/2014'

 

select

((d.total_days / 7) * 5 + total_days % 7 -

case when 6 between start_week and end_week

     then 1 else 0 end -

     case when 7 between start_week and end_week

           then 1 else 0 end) * 8

from

(select t.total_days, t.start_week,

t.start_week + t.total_days % 7 - 1 end_week

from

(select datediff(day, @start_date, @end_date) + 1 total_days,

datepart(weekday, @start_date +

         @@datefirst - 1) start_week) t ) d

 

There are a few assumptions made in this code, please check the blog post for additional details.

Zoom in on your SSRS Reports
How to use the zoom feature and other tips for tweaking report alignment issues
by Mickie Stamm

I was working on a report layout recently which had two rectangles located one above the other and they needed to be aligned left. It looked fine when testing and rendering in BIDS, but when uploading the report to the Report Manager and running it from there, the left alignment of the two rectangles was rendering just slightly off. 

 

One very handy thing you can use to troubleshoot this is the report zoom in BIDS - this is a dropdown list on the toolbar that is typically set to 100% by default. You can check that this toolbar is enabled by right-clicking in the toolbar area and selecting the 'Reports' option (you might want to turn on the Report Borders and Report Formatting ones, as well, if they are not already marked). I changed the zoom to 400% and sure enough saw that there was a slight difference in the alignment. 

 

To align items you can select them both, right-click and choose Layout > Align Left (or whichever option you need for your layout modifications). To get really granular with your alignment changes you can right-click an item in your report and choose Properties and in there you can tweak the values for Left and Top under Location.
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 sales@flex-solutions.com.

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 (2005-2014)
Flexible Solutions, Inc.
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SQL Server Tip
SSRS Tip
Quote of the Month
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Quote of the Month

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