Reporting Tips for Microsoft Dynamics SL

For those of you who need help modifying reports, understanding where data is written to in your Dynamics SL database, or understanding how the fields in your report Select tab relate to the fields in your screen, Linda Contreras of Plumbline Consulting presented the following tips at Socius’ Aspire conference.

Microsoft Dynamics SL Report Assistants are manuals intended to help with custom reporting – both in creating new reports and modifying existing reports.  They may also be of use during creation or modification of reports in the Crystal Report writer.  You can download Report Assistants that cover Project Controller, Time & Expense, Inventory, Order Management, Payroll, Purchasing, General Ledger, Accounts Payable, Accounts Receivable, and Cash Manager.  Each Report Assistant includes the following sections:

  • Sort and Select – Describes the differences between sort and select statements.
  • Possible Values – Reviews the possible values that can be used for both sort and select statement fields.
  • Data Fields – Displays basic information about the data field illustrations for each module data entry and maintenance screen.
  • Report Information – Learn about basic module report information: master table, sort order, report name as stored in Crystal, and sort/select field examples.

The Report Library offers information about reporting in Microsoft Dynamics SL, including an overview of how reports are produced.  You can also view sample reports included with Microsoft Dynamics SL and view or download modified versions of those reports.  Download the Report Library here.

If you have additional questions about reporting in Microsoft Dynamics SL, please contact Socius.


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