Create Invoices & Other Forms with SQL Server Reporting ...

Create Invoices & Other Forms with SQL Server Reporting Services & Dynamics GP

March 25, 2021

To Receive CPE Credit

? Individuals

Participate in entire webinar Answer polls when they are provided

? Groups

Group leader is the person who registered & logged on to the webinar Answer polls when they are provided Complete group attendance form Group leader sign bottom of form Submit group attendance form to training@ within 24 hours of webinar

? If all eligibility requirements are met, each participant will be emailed their CPE certificate within 15 business days of webinar. Due to the large volume of certificates of completion issued, requests to reissue lost or misplaced certificates will be honored up to 60 days following the webinar

INTRODUCTIONS

Charles Allen

Senior Managing Consultant

? More than 27 years of experience ? Microsoft MVP

AGENDA

? SSRS vs. Word Templates ? Creating the Query ? Creating the Report ? Using the Report ? Add-Ons & Emailing ? Q&A

SSRS vs. Word Templates SSRS vs. Word Templates

SSRS vs. Word Templates

Advantages of SSRS

? Based on SQL query ? Flexibility to use any table in GP ? Ability to use data outside of GP

Disadvantages of SSRS

? Requires SSRS skills ? Requires add-on solution for

emailing ? Requires add-on solution for running

from within GP

SSRS vs. Word Templates

Advantages of Word Template Disadvantages of Word Template

? Functionality built into GP & Word

? Enables you to send documents via email

? Can copy & create multiple formats

? Can require changes to Report Writer report & Word template

? Limited to tables available to Report Writer

Creating the Query

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