Microsoft Dynamics GP 2010 Report Writer User’s Guide

[Pages:258]Microsoft Dynamics? GP 2010

Report Writer User's Guide

Copyright

Copyright ? 2011 Microsoft Corporation. All rights reserved.

Limitation of liability

This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it.

Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred.

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You may copy and use this document for your internal, reference purposes.

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All other trademarks are property of their respective owners.

Warranty disclaimer

Microsoft Corporation disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose.

License agreement

Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Microsoft Dynamics GPCustomer Assistance Department at 800-456-0025 (in the U.S. or Canada) or +1-701-281-6500.

Publication date

January 2011

Contents

Introduction ................................................................................................................................. 2

What's in this manual .................................................................................................................. 2 Symbols and conventions............................................................................................................ 3 Product support ............................................................................................................................ 3

Part 1: Basics ............................................................................................................................. 6

Chapter 1: Getting Started with the Report Writer .............................. 7

Report Writer tasks ....................................................................................................................... 7 Terminology................................................................................................................................... 8 Storing reports............................................................................................................................... 8 Starting the Report Writer ........................................................................................................... 9

Chapter 2: The Report Writer Interface ......................................................... 11

The main window and toolbar ................................................................................................. 11 Menus ........................................................................................................................................... 11 Windows ...................................................................................................................................... 13 Standard buttons......................................................................................................................... 15

Part 2: Creating Reports......................................................................................... 18

Chapter 3: Report Definition .................................................................................. 19

Creating a new report definition .............................................................................................. 19 Report options............................................................................................................................. 22 Printing a report definition ....................................................................................................... 25

Chapter 4: Report Layout........................................................................................... 27

Creating a report layout............................................................................................................. 27 Layout sections............................................................................................................................ 28 The Toolbox ................................................................................................................................. 30 Adding fields to a report layout ............................................................................................... 33 The Properties window.............................................................................................................. 34 Report properties ........................................................................................................................ 35 Field properties ........................................................................................................................... 36 Drawn object properties ............................................................................................................ 37

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Report field characteristics ....................................................................................................... 38 Applying drawing options ....................................................................................................... 40

Chapter 5: Sorting............................................................................................................. 43

Using a main table key .............................................................................................................. 43 Creating a sorting definition .................................................................................................... 43

Chapter 6: Restrictions................................................................................................. 47

Defining report restrictions ...................................................................................................... 47 Restriction functions .................................................................................................................. 49

Chapter 7: Calculated Fields ................................................................................... 57

Creating a calculated field ........................................................................................................ 58 Operators..................................................................................................................................... 59 Fields tab ..................................................................................................................................... 61 Constants tab .............................................................................................................................. 63 Functions tab............................................................................................................................... 63 System-defined functions ......................................................................................................... 64 User-defined functions .............................................................................................................. 69

Chapter 8: Additional Headers and Footers.............................................. 71

Overview of headers and footers............................................................................................. 71 The order of headers and footers............................................................................................. 72 Creating additional headers or footers ................................................................................... 73

Chapter 9: Legends .......................................................................................................... 77

Using legends ............................................................................................................................. 77 Legends example........................................................................................................................ 78

Chapter 10: Modifying Fields.................................................................................. 79

Field visibility ............................................................................................................................. 79 Specifying a format resource .................................................................................................... 80 Specifying a format field ........................................................................................................... 81 Changing display types ............................................................................................................ 82 Display type summary .............................................................................................................. 85

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CONTENTS

Part 3: Gathering Data .............................................................................................. 88

Chapter 11: Data Storage .......................................................................................... 89

Terminology................................................................................................................................. 89 Table names ................................................................................................................................. 92 Table types ................................................................................................................................... 93 Table groups ................................................................................................................................ 93

Chapter 12: Table Relationships .......................................................................... 95

Table relationship overview ...................................................................................................... 95 Types of table relationships....................................................................................................... 95 Defining a table relationship..................................................................................................... 96

Chapter 13: Virtual Tables...................................................................................... 101

Virtual table overview.............................................................................................................. 101 Viewing virtual table information.......................................................................................... 101 Using virtual tables with reports............................................................................................ 102

Part 4: Modifying Reports ................................................................................ 104

Chapter 14: Selecting a Report to Modify .............................................. 105

Finding a report name.............................................................................................................. 105 Creating a modified report...................................................................................................... 106 Modifying the current report .................................................................................................. 106

Chapter 15: Viewing a Modified Report.................................................... 109

Viewing from the Report Writer ............................................................................................. 109 Viewing from the application ................................................................................................. 110

Chapter 16: Common Modifications .............................................................113

Modifying the layout................................................................................................................ 113 Changing the page orientation ............................................................................................... 114 Adding or removing fields...................................................................................................... 114 Using VBA with reports .......................................................................................................... 115 Reports Library ......................................................................................................................... 116

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Part 5: Global Modifications.......................................................................... 118

Chapter 17: Data Types ............................................................................................. 119

Opening a data type .................................................................................................................119 Keyable length .......................................................................................................................... 120 Static values .............................................................................................................................. 120 Format........................................................................................................................................ 121

Chapter 18: Formats..................................................................................................... 123

Opening a format ..................................................................................................................... 123 Formatting options .................................................................................................................. 124 Format string ............................................................................................................................ 125

Chapter 19: Global Fields ........................................................................................ 127

Opening a global field ............................................................................................................. 127 Opening a field's data type..................................................................................................... 128

Chapter 20: Pictures .................................................................................................... 129

Adding a picture to the picture library ................................................................................. 129 Using a picture from the picture library ............................................................................... 130 Guidelines for using logos ...................................................................................................... 131

Chapter 21: Strings....................................................................................................... 133

Using strings ............................................................................................................................. 133 Modifying a string ................................................................................................................... 133

Chapter 22: Tables ......................................................................................................... 135

Table elements .......................................................................................................................... 135 Keys............................................................................................................................................ 136 Key segments ............................................................................................................................ 136 Key options ............................................................................................................................... 137 Segment options ....................................................................................................................... 137

Part 6: Printing and Mailing Reports................................................. 140

Chapter 23: Printing Reports............................................................................... 141

Printing modified reports ....................................................................................................... 141 Printing custom reports........................................................................................................... 142 Printing in the Report Writer.................................................................................................. 144

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Chapter 24: Mailing Reports ................................................................................ 147

MAPI........................................................................................................................................... 147 Attachment types...................................................................................................................... 147 Mailing a report ........................................................................................................................ 148

Chapter 25: Exporting Data .................................................................................. 149

Export formats........................................................................................................................... 149 Creating reports for exporting ................................................................................................ 150

Part 7: Report Design ............................................................................................. 152

Chapter 26: Report Design Guidelines ....................................................... 153

Report design ............................................................................................................................ 153 Optimizing reports ................................................................................................................... 155

Chapter 27: Preprinted Forms ............................................................................ 157

Report definition settings ........................................................................................................ 157 Report layout............................................................................................................................. 158 Printing preprinted reports ..................................................................................................... 159

Chapter 28: Groups ...................................................................................................... 161

Group overview ........................................................................................................................ 161 Sorting for groups..................................................................................................................... 162 Group headers........................................................................................................................... 162 Group footers ............................................................................................................................ 163 Counting items in a group....................................................................................................... 164 Counting groups ....................................................................................................................... 164 Totaling and subtotaling .......................................................................................................... 165 Advanced groups ..................................................................................................................... 166

Chapter 29: Checks, Invoices, and Labels............................................... 167

Checks ........................................................................................................................................ 167 Invoices....................................................................................................................................... 169 Labels.......................................................................................................................................... 169

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Part 8: Storing and Accessing Reports .......................................... 172

Chapter 30: Storing Reports ................................................................................ 173

Reports dictionary.................................................................................................................... 173 Launch file................................................................................................................................. 174 Report Writer configurations.................................................................................................. 175

Chapter 31: Accessing Reports ......................................................................... 177

Accessing the Report Writer ................................................................................................... 177 Accessing modified reports .................................................................................................... 178 Accessing custom reports ....................................................................................................... 179 Accessing third-party reports................................................................................................. 180 Removing modified reports.................................................................................................... 182

Chapter 32: Packaging Reports ......................................................................... 183

Package files.............................................................................................................................. 183 Exporting a package file.......................................................................................................... 184 Importing a package file ......................................................................................................... 185 Package file import/export issues......................................................................................... 186

Chapter 33: Importing Reports .......................................................................... 187

Importing from a reports dictionary ..................................................................................... 187 Validating reports..................................................................................................................... 188

Part 9: Word Templates ........................................................................................ 192

Chapter 34: Overview of Word Templates ............................................... 193

Template-enabled reports ....................................................................................................... 193 Report definition ...................................................................................................................... 194 Report template document ..................................................................................................... 194 How Word Templates are processed ..................................................................................... 195 Capabilities of Word templates .............................................................................................. 196

Chapter 35: Setting Up Microsoft Word .................................................... 197

Add-in for Microsoft Word ..................................................................................................... 197 Microsoft Word settings .......................................................................................................... 199

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