| GP Reports Viewer for Dynamics GP 2018
New - GP Reports Viewer available for Dynamics GP 2018
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 GP Reports Viewer is now available for Microsoft Dynamics GP 2018. We have published a new build for this - please visit our downloads page to download it.
If you are on another GP Reports Viewer version, we also have new builds available with some new features and fixes. Please see our release notes for details on these.
Our User Guide
has step by step instructions on upgrading to a new version or a new build of GP Reports Viewer. Here are some tips for GP Reports Viewer upgrades:
- All GP Reports Viewer builds are cumulative and allow upgrading from any previous version; so you never have to go through more than one upgrade step. For example, if you are on GP 2010 and upgrading to GP 2018, you will need multiple steps to upgrade your Dynamics GP data. Once that is done, you can simply run the GP Reports Viewer installer for GP 2018 to upgrade your GP Reports Viewer to the latest version.
- 99% of the time there will be no changes needed for your existing custom reports to work with a new Dynamics GP or GP Reports Viewer version. One known exception to this is if you are upgrading from GP 2010 or older and are using Extender data in your reports. Since Extender tables changed in GP 2013, you will need to change your reports to accommodate the changes.
- If you are testing your upgrade, please note that you cannot have more that one installation of GP Reports Viewer running at the same time on the same machine.
- If you are upgrading to Dynamics GP 2018 and already own a GP Reports Viewer license, please request new registration keys.
If you have any other GP Reports Viewer or upgrade questions, please
let us know.
To see more details about GP Reports Viewer functionality, please visit our website or email us
for a demo.
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Default Fonts in Crystal Reports
How to set defaults for fonts and other things in Crystal Reports
Sometimes a report will require a specific font, or you might have a favorite font you always use for all your reports. Many people forget (or don't know) that you can set up defaults for many things such as fonts, numbers, dates and much more in Crystal Reports to greatly speed up report creation.
To set up defaults, when you are in the Crystal Reports application, go to File | Options. There are a lot of different tabs there and I recommend looking though all of them to see what will be useful for your reports. Here are some of my favorites:
- On the Fonts tab - set up defaults for Fields, Summary Fields, Text Objects, and Field Titles.
- On the Fields tab - set up defaults for Strings (for example - Can Grow), Numbers, Currency and Dates.
- On the Reporting tab - I like to uncheck 'Save Data With Report' so I don't have to remember to do that on every report.
- On the Layout tab - I prefer not to have Snap to Grid on so that I can place objects exactly where I want. I also like to turn off the guidelines, as I find them distracting.
Whenever you find yourself constantly changing formatting while creating reports, I would recommend checking to see if it's something you can set up options for.
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Send Results to Separate Excel tabs from SSRS
Set up SSRS reports to export to different Excel tabs with labels |
Often SSRS reports are exported to Excel and sometimes it makes sense to have the export go to different tabs for each group. For example, maybe you have a report of sales by salesperson and you want to see a separate tab for each salesperson.
When doing this it is also helpful if each tab in the exported Excel file is labeled with the salesperson ID (or name) to make viewing the results a lot more meaningful for users.
To get the Excel export from SSRS to do this:
- Select the group under Row Groups
- On the Properties window expand Group
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Expand PageBreak and select Between for BreakLocation
- For PageName - either enter the field you want using the following syntax: =Fields!Salesperson_ID.Value or select the dropdown and enter an expression for what you would like the tab names to use
That should do it. Here is a screenshot of the settings described above:
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Looking for a solution to manage Crystal, Excel and SSRS reports inside of Dynamics GP quickly and easily? An online demo of GP Reports Viewer is available anytime on our demo web page.
If you would like to schedule a live demo of GP Reports Viewer with us, please call 212-254-4112 and choose option 1 for Sales or e-mail [email protected].
You can also download a fully functional trial for the Dynamics GP sample company. Expiring registration keys are available upon request if you would like to test GP Reports Viewer with your company data.
Sincerely,
Victoria Yudin
Dynamics GP MVP (2005-2018)
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| Quote of the Month |
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Success is not final; failure is not fatal: It is the courage to continue that counts.
~ Winston S. Churchill
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