Presented by Paul James Data Reporting Presented by Paul James

What is the importance of data? Acquire meaningful insight into the business Make important business decisions Rule out human bias through data analysis Measure the health of the business Research shows that companies can generate bigger financial returns by making small improvements in data quality, usability, intelligence, and remote accessibility.

How to get your data There are several ways to get your data: Management reporter SQL Server Reporting Services (SSRS) Quick Query Crystal Reports

Management Reporter Most of you already have Management Reporter (MR) installed and are using it for basic financial reports. Consider more detailed data reports like below. Default Reports Weekly Sales Ratios Actual Budget Detailed Trial Balance Primarily for financial data but check out the Attribute selections

Management Reporter Ways to find your data Printing Export XPS/PDF MR Viewer or Web Viewer Export to Excel Save UNC links in folders SharePoint links

Quick Query What is Quick Query? It’s a tool to query the Microsoft Dynamics SL databases, returning data in a grid. Allows filtering, sorting, adding or removing rows, and exporting. You can use the standard queries provided by Microsoft or create your own Deploy Queries to a single user, department, or make them available to all users. Security can be controlled with Access Rights Maintenance.

Quick Query Examples: Find 1099 vendors with missing tax IDs Active projects by Project Manager Exporting Export - Table Export - Connection Export - Query Table Export - Pivot Table

SSRS Structured Query Language Server Reporting Services (SSRS) is a server based report generating software that is part of the Microsoft SQL Server services. Examples: AP by Vendor Detail Project List Project List sub reports

Crystal Reports This is the standard program that almost all SL reports are written in. Examples: Detailed General Ledger Filtering Templates Modified Detailed General Ledger with Project ID