Installing Fabrikam Reports in Management Reporter (MR)

Unlike FRx, Management Reporter does not provide default reports for Fabrikam, we need to upload the default reports in order to get the sample reports. Follow the procedure in order to get Sample Reports for Fabrikam.


In order to install MR follow my Management Reporter Installation Post June 2011.


Click here to download MR demo reports [Partner Source Access would be required] or alternatively Provide me you email address so I could email you the reports

• In order to deploy the reports open MS Dynamics ERP MR Designer, Companies and Create a new Company as follows,

• Click Finish and set the Company as default, if you unable to set the company as default troubleshoot the problem, likely MR installation is not properly done

• In order to Import the Reports, navigate to Company > Building Block Groups within MR Designer, select the company and click import

Click Select All and Import

Note*

For MS Dynamics GP 2010 SP2 Fabrikam we would be required to rename the Segments name in order to deploy the reports,


Navigate to Administration > Setups > Company > Account Format > Change the Segments


Segment1
Segment2
Segment3


Make sure you perform above activity before deploying the reports.


Let me know if you are stuck somewhere.




Mustafa Chohan

Deploying Excel Reports MS Dynamics GP 2010

Excel Reports,

With the help of Excel Reports Non Technical Users can extract data form Microsoft Dynamics GP to Microsoft Excel. They can user their excel reporting skills to make their reports more productive and make them as per their needs.


Remember with these reports, you can create a Dashboard/Reporting Tools for executive who only view reports in GP, In single Excel File, with multiple sheets they have all decision tools without logging into GP. Excel Reports are automatically refreshed or you can provide functionality on sheet to be refreshed manually.

In order to deploy excel reports in Microsoft Dynamics GP 2010, you are required to create a folder where you wish the reports to be placed. Create a Folder in C:\ as ExcelReports.

In MS Dynamics GP 2010, navigate to Administration > Setup > System > Reporting Tools Setup > Excel Reports

Enter the path for System Level, and click Deploy Reports, print the status report.

To get the excel reports, navigate to any series and click Excel Reports 

To print the report, mark the report and click Excel Report Button on the TOP BAR.

In my future posts I shall tell you how Excel Reports can be used by non technical people by simply using Graphs and Charts in Excel.