One of the new features of Dynamics GP 2010 R2 that can be helpful is the ability to set up SQL Server Reporting Services (SSRS) and Excel Reporting during the creation of a company. During the company creation process, a series of windows will give the administrator an opportunity to enter the information necessary to set up these two reporting areas. By moving the setup of SSRS and Excel Reporting to the company creation status streamlines the administration process.

The first window related to the report setup is the SQL Server Reporting Services Reports Setup window shown below.

There are two modes for installing SSRS:  Native and SharePoint. The Native mode means you are using SQL Server Reporting Services websites, whereas SharePoint mode means you are integrating SSRS with SharePoint. To use the SharePoint mode, you already should have configured SharePoint.

In this example, I am using Native mode. I’m using a SQL Server 2008 R2 installation, as well. Notice the URL information and examples. In prior versions of GP, you would be directed to enter URL information that was not obvious, thus requiring you to use help or a knowledgebase article.

As with SharePoint mode, you already should have configured the SQL Server Reporting Services websites before you try to set up the reports.

Enter the information as the examples indicate and click the “Next” button.

The next window is for installing Excel Reports. You can use a Network Share or SharePoint library. To use the Network Share, you already should have created a shared folder. To use the SharePoint library, you already should have configured SharePoint.

In the above example, I’m using a Network Share. Enter the network share using a Uniform Naming Convention (UNC) path, such as \\machine-name\sharedfoldername. Click the “Next” button to proceed with the installation of the reports.

In GP, you can go to Microsoft Dynamics GP Menu >> Tools >> Setup >> System >> Reporting Tools Setup to view the report configuration.

The following two windows show the URL and Network Share (partially obscured for security’s sake). Notice the green checkmarks showing the reports have been deployed.

If you do not want to—or cannot—install SSRS and Excel Reports during the installation but want to later, you can use these two setup windows to deploy the reports.

This post has given you some information to help you streamline your report setup process so that reports are set up when a new company is created.

Please contact our Microsoft Dynamics GP Support Center for more details or assistance with this process.