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Deploy Excel Reports to Dynamics GP

February 12, 2009

Version 10 of Dynamics GP includes 190+ Excel reports that connect directly to GP data. They are included in the basic install, but need to be deployed. There are two steps to deploying Excel Reports:

Deploy Data Connections

1. Open the Reporting Tools Setup window. (Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Reporting Tools Setup)

2. On the Data Connections tab, specify a shared network location where data connections will be stored. Data connections will be organized by company and module in the folder that you specify.

3. Mark Enable data connection deployment. You must have access to the server to deploy reports to a shared network location.

4. Mark Deploy data connections to all existing companies if you want to deploy data connections for all companies. If you leave this option unmarked, you will have to log in to each company separately to deploy data connections for those companies.

5. Choose Run Deployment to save your changes and deploy data connections to the location that you specified.

Deploy Excel Reports

1. Open the Reporting Tools Setup window. (Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Reporting Tools Setup)

2. On the Report Library tab, specify a shared network location where reports will be stored. Excel reports will be organized by company and module in the folder that you specify.

3. Mark Enable Excel report deployment.

You must have access to the server to deploy reports to a shared network location.

4. Mark Deploy Excel reports to all existing companies if you want to deploy Excel reports for all companies at the same time. If you leave this check-box unmarked, you will have to log in to each company separately to deploy Excel reports for that company.

5. Choose Run Deployment to save your changes and deploy Excel reports to the location that you specified.

The Excel reports will now show up on the Administration tab, under "Other Reports"

For a more authoritative source, check out Chapter 30 in systemsetup.pdf

Also check out KnowledgeBase article #949524

Also see my post, "Using Excel Report Builder"

And for similar treatments of the same subject see Mark Polino's article and Professional Advantage's article.

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