Managing personal reports with My Reports

My Reports is a section of the Dynamics GP home page designed to provide fast access to reporting options in Dynamics GP. Similar to the Quick Links functionality, My Reports provides single-click access to reports, replacing multiple clicks and drill-downs with a direct connection.

In Dynamics GP, every prebuilt report (also known as a Report Writer report) requires an option. An option is simply a named group of settings for a particular report. For example, a user may have a Receivables Aged Trial Balance report with date and selection criteria designed for month-end reporting. The report name is always Receivables Aged Trial Balance, but the option name to describe these particular month-end settings might be Month End.

The My Reports feature provides one-click access to reports with saved options. In this recipe, we'll look at how to add a report to My Reports.

How to do it...

To add a report to My Reports, we will need to complete the following steps:

1. Select the Sales button from the Navigation pane on the left-hand side. In the list on the left-hand side, select Report List.
2. In the center section, scroll down to the report named Aged Trial Balance with the Option demo and check the box to the left.
3. Demo is a prebuilt, saved report option. Report options are saved report settings for items such as dates and restrictions.
4. Click on the Add to button to add this to the My Reports section of the home page. Accept the default name for the report by clicking on OK:
   
5. Click on the Home button in Navigation pane to return to the home page. The Aged Trial Balance–demo report now appears on the home page under My Reports:
   
6. Clicking on the Aged Trial Balance–demo link under My Reports now runs the report automatically.

There's more...

Other features and options are available in order to assist with managing reporting in Dynamics GP.

Reports without options

Reports without options cannot be added to the My Reports section of the home page. Consequently, users need to create and save report options to make them available to the home page.

Better dates in report options

A technique to set up report dates for automatic reporting is covered in detail in the the Controlling reporting dates with beginning and ending periods recipe in Chapter 3, Automating Dynamics GP.

See also

• Personalizing the home page by selecting the right role
• Speeding access to data with Quick Links
• Viewing open items with Task List
• The Controlling reporting dates with beginning and ending periods recipe in Chapter 3, Automating Dynamics GP