Great Plains Reporting: SRS, FRx, Crystal, ReportWriter, Dexterity

May 28
06:52

2008

Andrew Karasev

Andrew Karasev

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Microsoft Dynamics GP has all the advantages of reporting tools, available for Microsoft Windows in General (Crystal Reports writer is good example of industry reporting tool), .Net platform (here we would like to mention SRS or MS SQL Server Reporting Services), and application specific and recommended tools: FRx for financial reports and GP ReportWriter for integrated reports.

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Plus you have an option to create really custom report programmatically in Microsoft Dexterity,Great Plains Reporting: SRS, FRx, Crystal, ReportWriter, Dexterity Articles but this requires Dex programmer experience.  Let’s review each tool in brief:

1.       FRx.  If you are thinking about P&L, Balance Sheet, Cash Flow Statement, plus if you are planning to do consolidated version of the above mentioned reports, where you slice your finances by GP account segment and wildcard, then FRx is the tool to deploy.  As advanced feature, you can have FRx report combining data from GP companies and Excel worksheets – something when you have really tiny subsidiaries, where GP is not implemented and you have compiled reports in Excel

2.       SRS and Crystal Reports.  Both tools are similar in their niche (however SRS is web based tool, which could give you additional options).  For both you should consider creating SQL stored procedure or view to be the base of your report.  And then in Crystal you simply define parameter and group records by intended criteria.  Both tools are good, when you need really simple reports or in opposite – really advanced reports (as you understand SQL select statement is almighty and if required crosses DB platforms via such constructions as SQL linked server – you can combine GP data with something like Oracle)

3.       Report Writer.  This is Great Plains Dexterity written and completely integrated with GP module, where you typically do such nice things as placing your company logo on Sales Invoice or Purchase Order form

4.       Dexterity reports.  If you have or plan to have Microsoft Dexterity customization, specially created for your company as your business processes are really unique and there are no add-ons on the market to automate them yet.  In this scenario, you should know that Dex is also powerful to program reports from scratch and incorporate them into your Dex modification

5.       Web Reports.  If you are familiar with such tool as eConnect, you can deploy it in web application to pull data, such as posted transactions from GP and make them available for querying through the web