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Which Builder Should I Use?

Which Builder Should I Use?. Your Instructor. Richard L. Whaley, Consultant/Author Accolade Publications, Inc. rwhaley@AccoladePublications.com www.AccoladePublications.com. Agenda. Introductions Motivational Plans Discussion of the Builders Housekeeping. Class Participation Bonus.

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Which Builder Should I Use?

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  1. Which Builder Should I Use?

  2. Your Instructor • Richard L. Whaley, Consultant/Author • Accolade Publications, Inc. • rwhaley@AccoladePublications.com • www.AccoladePublications.com

  3. Agenda • Introductions • Motivational Plans • Discussion of the Builders • Housekeeping

  4. Class Participation Bonus • To Keep People Actively Participating • 10 Coupons to be Given out Per Session • Given to Attendees that Actively Participate (speak up, ask questions, provide information, et cetera) • Drawing at End of Conference • Win a Book of Your Choice From Accolade • Worth up to $150.00

  5. The Builders • SmartList Builder • Excel Report Builder • Navigation List Builder • SSRS Report Writer (Crystal) • FRx Management Reporter • Access Reports

  6. Same Data From Any Tool? • I Once Claimed, If All The Tools I Used Had the Features I Needed, I Could Create the Same Results From Any Tool! • Tools Have Grown • Some Tools Are Easier to Use for Some Results • Which One is Right for YOU? • Depends on the Results You Want!

  7. SmartList Builder Bundle • One Product Bundle Provides: • SmartList Builder • Excel Report Builder • Navigation List Builder • Drill Down Builder • Created by E-One, Sold By MS

  8. SmartList Builder • Creates New SmartLists • Smartlist, NOT Favorites • Allows User to Access More Tables • Create Special Need SmartLists • Create FASTER SmartLists

  9. Brief Demonstration of SmartList Builder

  10. Excel Report Builder • Create Excel Reports that Pull GP Data • Does Not Require GP License to View Data • Needs a Lite License • Data in Report always Refreshed • Report Users MUST have Connection to Server

  11. Navigation List Builder • Create New Navigation Lists In GP • You Decide: • What Fields to Show • What Tasks to Perform • What Filters are Available • More Task Options than SmartList • Fewer “Favorite” Possibilities than SmartList

  12. SSRS Reports • Well Formatted Printed Reports • On Screen Reports • Subscriptions! • No Connection Needed to “Read” • Permanent Copies Available • Tool is FREE! Included with SQL 2008

  13. SSRS / Crystal • Crystal is Third Party Product, But GOOD • SSRS Is Newer Than Crystal But has Caught Up in Features • Both are Compatible with: • Accountable Forms Printer • Sensible Solutions Reports Viewer • Accellos Collect • Other ISV Products

  14. FRx\Management Reporter • Tools Designed to Create Financial Reports • Specific Functions to Link BS & PL Amounts • Specific Functions to Calculate Percentages • Provides Presentation Quality Financials

  15. Access Reports? • NO! • Lack of Security • Readers Can Modify Data!

  16. Questions? • Things We Did Not Cover You Think I May Be Intentionally Keeping From You! • Things You Want to Know That I Don’t Know (but someone here might) • Things You Really Don’t Want to Know but You Had to Ask!

  17. Supporting Materials • Customizing with The Builders • Covers SmartList Builder • Excel Report Builder • Navigation List Builder • Creating Reports w/ SSRS for MS Dynamics GP • Information Flow and Posting • Where is My Data and How Did It Get There • Software Debugging Tool • Resource Descriptions & SDK

  18. Thank You… • Thanks for joining us! • Fill out session evaluations (at kiosks) • Request CPE credit via evaluation • Enjoy the conference

  19. Thank You • Richard L. Whaley, Consultant/Author • Accolade Publications, Inc. • rwhaley@AccoladePublications.com • www.AccoladePublications.com

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