1. Presented by Paul James
Data Reporting
Presented by Paul James

2. 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.

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

4. 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

5. 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

6. 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.

7. 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

8. 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

9. 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