Report Writer in Microsoft Dynamics GP 9.0 (8517)

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Vendor: 
Microsoft
Subject: 
ERP
Overview: 

The two-day Microsoft Dynamics GP course on Report Writer helps prepare students to set up and begin to use Report Writer. It focuses on the different ways to configure the application in a networked environment. It focuses on how Report Writer can be used to customize reports to best meet your needs. You learn how to modify existing reports or create custom reports to maximize the information you receive from the accounting system. Students completing this course should have a good basic understanding of Report Writer functionality and capabilities. Financial statements are not formatted using Report Writer and are not covered in this course.

Course Contents: 

Chapter 1: Report Writer

Main Topics

  • Report Writer Features & Benefits
  • Using the Reports Dictionary
  • Configuring/Setting up Report Writer
  • Using the Report Writer Main Window
  • Defining Report Types
  • Security

    Chapter 2: Report Definition Window, Sorting, & Restricting

    Main Topics

  • Table Information Options/Report Definition Window
  • Keys, and Max Records
  • Format Options
  • Text Report Options
  • Printing Options
  • Using Sorts
  • Using Restrictions
  • Writing Restriction Expressions

    Chapter 3: Report Layout Window, Columns & Graphics

    Main Topics

  • The Report Layout window
  • Report Sections
  • Using the Toolbox window
  • Placing Fields in the Layout
  • Adding Text or Labels to Reports
  • Moving and Sizing fields
  • Drawing Options
  • Using Arrange & Tile Tools
  • Using the Divider Tool
  • Adding & Storing Graphics
  • Designing a Report Layout
  • Placing Table Fields & Text on Reports
  • Drawing Options/Fonts
  • Properties window
  • Adding Graphics to the Picture Library
  • Adding a Graphic to a Report
  • Using the Divider Tool

    Chapter 4: Linking Tables & Additional Headers and Footers

    Main Topics

  • Linking Methods
  • Types of Linking
  • Linking Tables
  • Additional Headers
  • Sorting & Additional Headers
  • Additional Footers
  • Additional Header & Footer Options

    Chapter 5: Array Fields, Field Options & Calculated Fields

    Main Topics

  • Array Fields
  • Adding Array fields to the Report Layout
  • Field Options
  • Field Types
  • User-defined Calculated Fields
  • Writing Calculated Expressions
  • Writing Conditional Expressions
  • Result Types
  • Using Fields Constants & Functions in Expressions
  • Concatenation

    Chapter 6: Planning a Report

    Main Topics

  • Determining Report Needs
  • Reviewing Existing Dynamics Reports
  • Planning the Report Layout
  • Determining where Information Exists
  • Using Table, Field & Window Descriptions

    Chapter 7: Defining Table Relationships

    Main Topics

  • Table Relationship Components & Requirements
  • Defining Relationships
  • Selecting Keys/Sorts

    Chapter 8: Data Types, Formats & Strings

    Main Topics

  • Data Types & Formats
  • Modifying Data Types
  • Changing Formats
  • Customizing Strings

    Chapter 9: Report Scheduler

    Main Topics

  • Setting up Report Scheduler
  • Scheduling Reports
  • Managing the Printing Process

    Chapter 10: Customization Import and Export Capabilities

    Main Topics

  • Customization Maintenance
  • Importing Reports
  • Validating Reports
  • Troubleshooting the Import/Export Process

    For more Information about the course outline
    and contents please CLICK HERE

    • Prerequisites: 

    Before attending this course, students should have:

  • Some working knowledge of Windows 2000 or Windows XP, SQL Server 2000
  • Basic understanding of Microsoft Dynamics GP modules and database storage techniques
    • Benefits: 

    After completing this course, students should be able to:

  • Determine the setup configuration they want to use for Report Writer
  • Identify where modified reports are stored and how to limit access to certain reports using Microsoft Dynamics GP security
  • Create user-defined sorts and restrictions so information appears in the order desired, and only the information you want appears on a report
  • Understand general report layout functionality
  • Place text, report fields, graphics, and other items on a report layout
  • Modify existing reports to better fit their reporting needs
  • Design custom reports to access important application data
  • Identify the sections of a report and how to add additional headers & footers
  • Link tables together so reports can be developed using multiple data tables
  • Create user defined links for related tables that have common keys
  • Create user-defined fields by using calculated and conditional expressions
  • Understand how Field Options can be used to generate needed information
  • Import reports between report dictionaries using the Customization Maintenance window functionality
    • Audience: 

    Microsoft Dynamics GP Report Writer training is recommended for people who plan to implement, configure, consult, or support Microsoft Dynamics GP and want to modify existing reports or create their own custom reports using Report Writer. The class is targeted toward application administrators, implementers, and end-users of the Report Writer application who need to understand the technical aspects of Report Writer and gain foundational knowledge of the application functionality and capabilities.

    Materials Available: 
    Yes
    Duration: 
    16 hours
    For more information on Report Writer in Microsoft Dynamics GP 9.0 (8517) please feel free to contact us online or call us at 416-513-1535.