Microsoft Dynamics GP 2013 Report Writer User’s Guide

1 Microsoft Dynamics GP 2013 .. Report Writer User's Guide Copyright Copyright 2012 Microsoft Corporation. All rights reserved. Limitation of liability This document is provided as-is . Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. Intellectual property This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.

2 Trademarks Microsoft , Dexterity, Excel, Microsoft Dynamics , Visual Basic, Windows, and Windows Vista are trademarks of the Microsoft group of companies. FairCom and c-tree Plus are trademarks of FairCom Corporation and are registered in the United States and other countries. All other trademarks are property of their respective owners. Warranty disclaimer Microsoft Corporation disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Microsoft Dynamics GPCustomer Assistance Department at 800-456-0025 (in the or Canada) or +1-701-281-6500.

3 Publication date July 2012. Contents Introduction .. 2. What's in this Symbols and conventions ..3. Product support ..3. Part 1: Basics .. 6. Chapter 1: Getting Started with the Report Writer .. 7. Report Writer tasks ..7. Storing reports ..8. Starting the Report Chapter 2: The Report Writer Interface .. 9. The main window and toolbar ..9. Menus ..9. Windows .. 11. Standard Part 2: Creating Reports .. 14. Chapter 3: Report Definition .. 15. Creating a new Report definition ..15. Report options ..17. Printing a Report Chapter 4: Report Layout .. 21. Creating a Report layout ..21. Layout The Adding fields to a Report layout ..25. The Properties Report properties ..27. Field properties.

4 27. Drawn object Report field characteristics ..29. Applying drawing options ..30. Chapter 5: Sorting .. 33. Using a main table Creating a sorting definition ..33. Chapter 6: Restrictions .. 35. Defining Report restrictions ..35. Restriction USER'S Guide i C O N T E N T S. Chapter 7: Calculated Fields .. 43. Creating a calculated field ..44. Fields tab ..46. Constants tab ..47. Functions tab ..48. System-defined functions ..48. User-defined Chapter 8: Additional Headers and 55. Overview of headers and footers ..55. The order of headers and Creating additional headers or footers ..56. Chapter 9: Legends .. 59. Using legends ..59. Legends example ..60. Chapter 10: Modifying Fields .. 61.

5 Field visibility ..61. Specifying a format resource ..62. Specifying a format Changing display types ..64. Display type Part 3: Gathering Data .. 68. Chapter 11: Data Storage .. 69. Table Table types ..71. Table Chapter 12: Table Relationships .. 73. Table relationship overview ..73. Types of table relationships ..73. Defining a table relationship ..74. Chapter 13: Virtual Tables .. 77. Virtual table Viewing virtual table information ..77. Using virtual tables with reports ..78. Part 4: Modifying Reports .. 80. Chapter 14: Selecting a Report to Modify .. 81. Finding a Report Creating a modified Report ..81. Modifying the current Report ..82. ii U S E R ' S G U I D E. C O N T E N T S.

6 Chapter 15: Viewing a Modified Report .. 83. Viewing from the Report Writer ..83. Viewing from the Chapter 16: Common 87. Modifying the Changing the page orientation ..87. Adding or removing fields ..87. Using VBA with Reports Library ..89. Part 5: Global Modifications .. 92. Chapter 17: Data Types .. 93. Opening a data type ..93. Keyable Static values ..94. Chapter 18: Formats .. 95. Opening a format ..95. Formatting options ..95. Format string ..96. Chapter 19: Global Fields .. 99. Opening a global Opening a field's data type ..99. Chapter 20: Pictures .. 101. Adding a picture to the picture Using a picture from the picture Guidelines for using Chapter 21: 103. Using Modifying a string.

7 103. Chapter 22: Tables .. 105. Table elements ..105. Key Key options ..106. Segment Part 6: Printing and Mailing Reports .. 110. Chapter 23: Printing Reports .. 111. Printing modified reports .. 111. Printing custom reports .. 112. Printing in the Report 113. USER'S Guide iii C O N T E N T S. Chapter 24: Mailing Reports .. 115. Mail 115. Attachment types .. 115. Mailing a 115. Chapter 25: Exporting Data .. 117. Export 117. Creating reports for exporting .. 117. Part 7: Report Design .. 120. Chapter 26: Report Design Guidelines .. 121. Report Optimizing reports ..122. Chapter 27: Preprinted Forms .. 123. Report definition settings ..123. Report layout ..123. Printing preprinted reports.

8 124. Chapter 28: Groups .. 127. Group overview ..127. Sorting for groups ..127. Group headers ..128. Group Counting items in a Counting groups ..129. Totaling and subtotaling ..130. Advanced Chapter 29: Checks, Invoices, and Labels .. 131. Labels ..132. Part 8: Storing and Accessing Reports .. 136. Chapter 30: Storing Reports .. 137. Reports dictionary ..137. Launch Report Writer configurations ..138. Chapter 31: Accessing Reports .. 141. Accessing the Report Accessing modified reports ..142. Accessing custom reports ..143. Accessing third-party Removing modified reports ..145. iv U S E R ' S G U I D E. C O N T E N T S. Chapter 32: Packaging Reports .. 147. Package Exporting a package Importing a package file.

9 148. Package file import/export Chapter 33: Importing Reports .. 151. Importing from a reports dictionary ..151. Validating reports ..152. Part 9: Word Templates .. 154. Chapter 34: Overview of Word Templates .. 155. Template-enabled reports ..155. Report definition ..155. Report template How Word Templates are Capabilities of Word Chapter 35: Setting Up Microsoft Word .. 159. Add-in for Microsoft Microsoft Word settings ..160. Chapter 36: Report Template Design .. 161. Document structure ..161. Creating a Report template layout with tables ..162. Fields, captions, and legends ..164. Bookmarks ..166. Company image ..167. Tips for working with Report template Common Report template Making Report templates read-only.

10 169. Chapter 37: Creating Report Templates .. 171. Overview of creating Report template documents ..171. Creating a new Report template document ..171. Chapter 38: Report Templates for Modified Reports .. 175. Modifying the Report Creating a modified Report template Using the modified Report template Updating the data source for a Report template ..179. Chapter 39: Word Template Generator .. 181. Accessing the Word Template Generator ..181. Using the Word Template Generator ..181. Generated template expectations ..184. USER'S Guide v C O N T E N T S. Chapter 40: Troubleshooting Templates .. 185. Template layout issues ..185. Template processing Appendix .. 192. Appendix A: User-defined Functions.