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Flexible Solutions, Inc. – GP Reports Viewer

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Description

Dynamics GP lookups or you can create your own as needed. Please refer to Custom Lookup Maintenance for more information.

A ‘Globals’ Parameter Lookup is available in GP Reports Viewer to allow for automatically populating parameters such as User ID, Company ID, Database Name and several calculated dates. Please refer to the Global Parameter Lookup section below for additional information on using the Globals parameters.

Parameter Default Value (Optional)

Optionally, you can enter a sample or default value so that users will know what type of data needs be entered for the parameter. This is also helpful when used in conjunction with the Test Report button to ensure that the parameters you have defined are working as expected. You can manually key in a value or, if you have assigned a Parameter Lookup for this parameter, you can click on the lookup button associated with this field and select a value. This is the same lookup users will see in the GP Reports Viewer window.

TIP: This feature can be used together with unchecking the Allow users to create Report Viewer Favorites checkbox and user security to create very specific user/report combinations.

TIP

Parameters for Excel reports will typically show up as ‘Parameter 1’, ‘Parameter 2’, etc. We recommend that you change these names to be more user-friendly. Where possible, adding Parameter Lookups or default values is also helpful for users.

  • 10.

    You can now test your report setup by clicking the Test Report button.

  • 11.

    Optionally you can set up printing and emailing defaults for your report by clicking the Default Destination button. Please refer to the Default Report Destinations section below for additional information on this.

  • 12.

    Click Save.

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