Using Report Writer. Introduction

Transcription

1 Solutions Conference Spring (517) Using Report Writer Matt Mason Introduction Report Writer one of many reporting tools Best used for modifying existing reports Don t need to be sa to use

2 Solutions Conference Spring (517) Basic Concepts Original reports ALWAYS intact Modified reports stored in dictionary file called Reports.dic This file should be stored on the network File should be backed up before adding new reports LAB EXERCISES

3 Report Writer Lab Exercise 1 Simple Commands within Report Writer Log into Report Writer Microsoft Dynamics GP Tools Customize Report Writer OR Alt F9 Product: Microsoft Dynamics GP. Click OK Choose Report Click Reports Button Original Reports: Choose 1099 Miscellaneous. Click Insert button to create Modified Report on right. Highlight 1099 Miscellaneous and click Open

4 Click Layout button

5 Commands Action Mouse Keyboard Move field Click on field and drag Move with Arrows Multiple fields Lasso several fields and move Hold Shift Key and highlight Resize field larger Click on border of field and drag Hold Shift key and use Arrow Resize field smaller Click on border of field and drag Hold Crtl key and use Arrow Delete field Insert field Highlight field from Toolbox and drag onto layout Use Delete key Close window to save changes

6 Report Writer Lab Exercise 2 Modify Accounts Payable Edit List/Posting Journal Print Edit List to screen Screen: Purchasing Transactions Batches Batch ID: Look up and Select PAYABLES BATCH Click Print icon. Print to screen.

7 Click Modify button. This takes the user into the Report Writer layout. From here, you will perform several actions: 1. Delete most of the data fields in the Header section 2. Delete the corresponding text headers in the Header section 3. Add the Vendor Name field from the Toolbox 4. Add a Text field Vendor Name. 5. Reduce the size of the Header area 6. Revamp the Errors section 7. Remove most of the Totals Fields 8. Add Modified as a Report Header

8 Take Document Amount and move up two spaces Lasso all fields in Payment Information and the two lines above and delete Find Delete Voucher Number field Move other data fields to the left Insert Vendor Name field from Toolbox 1. Change table to PM Vendor Master (blue) 2. Find Vendor Name 3. Drag to right side of screen

9 1 2 3 Make Vendor Name smaller and move up 1 line Create a Text Field 1 1. Click Static Font button 2. Put cursor in body of Layout and type ERRORS: 2 Resize Error Fields and move upward

10 Resize H3 Section Put cursor on H3 square and move upward Remove all Text Fields and Re-position Resize H1 Section Put cursor on H1 square and move upward

11 Insert Text Field into Report Header 1 1. Click Static Text button 2. Put cursor in body of Layout and type Modified: 2 Close Window to save changes Click X in upper right corner.

12 Report Writer Lab Exercise 3 Modify Detail Trial Balance Report Print Report to screen Screen: Financial Reports Trial Balance. Choose Detailed. Select Demo Option. Click Modify.

13 Year: 2014 Click Destination button. Make sure report prints to Screen and click OK. Click Print icon at top of screen.

14 Click Modify button. This takes the user into the Report Writer layout.

15 From here, you will perform the following actions: 1. Delete Originating Audit Trail both Data box and Text 2. Delete Posting Number and Posting Number Prompt fields 3. Delete LedgerName and Ledger Header fields 4. Move Originating Master Number, Originating Master Name, Distribution Reference fields 5. Insert Reference from the Toolbox. 6. Add Reference as a Text Field 7. Add Modified as a Report Header

16 Delete Originating Trx Source, Ledger Names, and Posting Number fields Hint: Use Shift key to highlight multiple fields Hint: if you can t read the data field, double-click it to get Report Options window. Then you can read the Field Name.

17 Move Originating Master Number and Originating Master Name (and text headers) to the right Hint: Use Shift key to highlight multiple fields Hint: Use Arrow keys for more precise placement

18 Move Distribution Reference (and text header) to the left

19 Insert Reference field onto report From Toolbox, choose Year-to-Date Transaction table Scroll down and choose Reference field Drag onto F1 section in an open area

20 Resize and place Reference field Click on Reference box Click Ctrl D Change Font size to Helvetica 7 point Click OK

21 Resize and place to the right of Description field Create a Text Field 1 1. Click Static Font button 2. Put cursor in body of Layout and type Reference 2 Resize Text Field Click on Reference box Click Ctrl D Change Font size to Helvetica 7 point Click OK. Move field

22 Insert Text Field into Report Header 1. Click Static Text button 2. Put cursor in body of Layout after General Ledger and type Modified: 1 2 Close Window to save changes Click X in upper right corner.