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Flexible Solutions, Inc. – GP Reports Viewer


Crystal Reports and Excel Settings

Because of the security features built into Windows, you will need to specify a SQL Login to use for running Excel and Crystal Reports. By default GP Reports Viewer will use the current Dynamics GP user’s credentials, which will not be usable since Dynamics GP encrypts the user passwords.

To set up the SQL Login:

  • 1.

    Create the login in SQL Server and assign it to the needed databases and the DYNGRP (or other) role for each database. If you wish, you can use ‘sa’ for this login. The password will be stored, but encrypted, so it will not be compromised.

  • 2.

    Open the GP Reports Viewer Setup Options window.

GP >>Tools >> GP Reports Viewer >> Setup Options

  • 3.

    Enter the SQL Login. If you enter a GP User ID, you will receive a warning indicating this.

  • 4.

    Enter the Password. The password will be encrypted when saved by GP Reports Viewer.

  • 5.

    If you would like to use this login by default for all new reports that you set up with GP Reports


Viewer check Use this setting for all new Excel and Crystal Reports. Click the Test Connection button, you should receive the following message back:


Click OK. Please note: If you have already set up one or more reports and you are now marking or unmarking the Use this setting for all new Excel and Crystal Reports checkbox, you will be given the option to change all existing reports at this time.

SQL Server Reporting Services Settings

If you will be using SQL Server Reporting Services (SSRS) with GP Reports Viewer you will need to set up a connection to your Report Server prior to setting up reports on the GP Reports Viewer Report Maintenance screen. At this time SQL Server Reporting Services is only supported with GP Reports Viewer when configured in Native Mode. SharePoint Integrated Mode is not supported.

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