GP Web Client with access to MR financial reports

Posted on: March 13th, 2017 by DexPro Dynamics

Many Microsoft Dynamics GP users would benefit from opening specific financial reports from their home screen. This becomes more critical for Web client users. They now do not need to look for other solutions for their financial reports and can access their reports from Quicklinks on their home page.

Management Reporter version CU14 and up comes with web viewer functionality.

This means that once report is generated the link to this report can be copied and distributed to users.

Click copy Link in Management Reporter Viewer.

The link will look like this:

http://servername:4712/Report.svc/report/64f321cb-24ba-45c1-9bf6-f601660b44d3/00000000-0000-0000-0000-000000000000

This is a powerful solution as it allows users to rerun those reports for specific period selected from the bottom ribbon under report options. It allows to rerun report for specific report tree unit.

The links goes to last generated version of this report. So, if last user generates this report in report designer for only one of the units all of the links will no longer offer full tree selection. To avoid this issue change the following settings for all reports:

Now we will add this link to GP navigation pane shortcuts:

For Web Client users there were issues with shortcuts so I add those links to quick links area of home page. In my client’s case they used web client and many users needed links to many reports. It can be  a lot of work to copy those links for each user. So I used the following script:

//* To Review current Quicklinks for specifc user */
select * from SY08140 where userid ='Chris'
//* To Review current Quicklinks for specifc user */
delete SY08140 where userid ='Chris'

INSERT INTO DYNAMICS..SY08140 VALUES ('Chris', 1, 2, 0, 0, 0, 'Balance Sheet', ‘http://servername:4712/Report.svc/report/64f321cb-24ba-45c1-9bf6-f601660b44d3/00000000-0000-0000-0000-000000000000’, '', '', '', '', '', '', '')
INSERT INTO DYNAMICS..SY08140 VALUES ('Chris', 2, 2, 0, 0, 0, 'Income Statement', ‘http://servername:4712/Report.svc/report/87a321cb-24ba-45c1-9bf6-f601660b44d3/00000000-0000-0000-0000-000000000000’, '', '', '', '', '', '', '')
INSERT INTO DYNAMICS..SY08140 VALUES ('Chris', 3, 2, 0, 0, 0, 'Statement of Cash Flows', ‘http://servername:4712/Report.svc/report/754f321cb-24ba-45c1-9bf6-f601660b44d3/00000000-0000-0000-0000-000000000000’, '', '', '', '', '', '', '')
INSERT INTO DYNAMICS..SY08140 VALUES ('Chris', 4, 2, 0, 0, 0, 'Balance Sheet-Rolling Quarter', ‘http://servername:4712/Report.svc/report/64f341cb-34ba-45c1-9bf6-f601660b44d3/00000000-0000-0000-0000-000000000000’, '', '', '', '', '', '', '')