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How to Modify Standard Dynamics SL Reports - Brittenford Systems

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The Advanced Learning Programв„ў
For Dynamics SL
“Learn Beyond the Basics.”
How to Modify Standard
Dynamics SL Reports
Your Dynamics SL ALP Faculty:
From Left: Kristin Foose, Shereen Mahoney, and Linda Smith
www.brittenford.com
703-860-6945
Page 2 of 7
Brittenford Referral Rewardsв„ў
Refer Brittenford Systems to a friend who could benefit from :
Microsoft Dynamics SL (“Solomon”)
Microsoft Dynamics GP (“Great Plains”)
Microsoft Dynamics CRM
Microsoft SharePoint
Microsoft Forecaster
You could earn a cash reward
up to $500!*
For more information, or to make a referral contact:
Michael at 703-860-6945 x208 or bdietz@brittenford.com
OR
referrals@brittenford.com
* Restrictions apply, contact Brittenford for details
В© 2011 Brittenford Systems, Inc.
Page 3 of 7
“The Business Problem”
(based on your questions)
“Is there a way to modify a standard SL report so it is easier to use with Excel?
Example – GL Detail Report or AR Aging
The Impact:
Time efficiency – manually update data after export
Reports missing important information
Avoiding errors editing reports
Merge reporting information without exporting first
Preprinted forms costs
Streamline business process
The Solution:
Utilize the Crystal Reports to modify reports to fit your business processes and needs
The Benefit:
Save time – no need to manually update reports
Reports contain all pertinent business data
Save money on preprinted forms
Reduce reporting errors
What are YOUR questions – or favorite tips – about Dynamics SL?
• Before the call, share them at www.SLQuestion.com
• During the call, submit them using the “Q&A” menu item.
В© 2011 Brittenford Systems, Inc.
Page 4 of 7
The Crystal reports software is on the MICROSOFT DYNAMICS SL CD.
For version v6.5, it is on the 2ND CD.
_______________________________________________________________
_______________________________________________________________
To locate the Report file names for the, go to the Administration,
REPORT CONTROL MAINTENANCE screen and enter in the report number.
_______________________________________________________________
______________________________________________________
В© 2011 Brittenford Systems, Inc.
Page 5 of 7
The original report file is located on the SL server in the MODULE folder.
____________________________________________________________
____________________________________________________________
Customized reports are saved in the USR_RPTS folder on the SL server.
_______________________________________________________________
_______________________________________________________________
В© 2011 Brittenford Systems, Inc.
Page 6 of 7
Compare the original report in DYNAMICS SL with the Crystal report to help
identify fields.
_______________________________________________________________
___________________________________________________________
To move a field, it must first be selected and the 4 SIDED arrow must be
present.
_______________________________________________________________
_______________________________________________________________
В© 2011 Brittenford Systems, Inc.
Page 7 of 7
Questions about today’s class? Need help? Contact:
Shereen Mahoney: smahoney@brittenford.com or 703-860-6945 x204
Linda Smith: lsmith@brittenford.com or 703-860-6945 x261
Join a hands-on training class!
Visit our website at www.brittenford.com/training or call Debi at 703-860-6945 x209.
Brittenford Systems
Reporting:
Dynamics SL Training Schedule –Winter 2011
For easy enrollment: www.brittenford.com/training or 703.860.6945 x209
(CPE Credits are Available)
5% Early Bird Discount
Standard
Date
Location
Tuition
Rewards
Tuition
FRx Financial Reporting - Basics, 2 days
Feb 8
Chevy Chase, MD
$1,195
$956
FRx Financial Reporting - Basics, 2 days
Mar 15
Reston, VA
$1,195
$956
FRx Financial Reporting - Advanced, 2 days
Mar 17
Reston, VA
$1,195
$956
Forecaster Essentials I, 2 days
May 10
Reston, VA
$1,195
$956
Power Excel for Accountants, 1 day
Mar 29
Reston, VA
$345
$276
Crystal Reports Basics, 1 day
May 19
Reston, VA
$695
$556
General Ledger, 1 day
Apr 19
Chevy Chase, MD
$595
$476
Accounts Payable, 1 day
Apr 20
Chevy Chase, MD
$595
$476
Accounts Receivable, 1 day
Apr 21
Chevy Chase, MD
$595
$476
Project Controller, 2 days
Apr 11
Reston, VA
$1,195
$956
Allocator, 1 day
Apr 13
Reston, VA
$595
$476
Flexible Billings, 1 day
Apr 14
Reston, VA
$595
$476
Time & Expense, 1 day
Apr 15
Reston, VA
$595
$476
Dynamics SL:
В© 2011 Brittenford Systems, Inc.
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