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Flexible Solutions, Inc. – GP Reports Viewer

33

CUSTOM LOOKUP MAINTENANCE

The Custom Lookup Maintenance window is used to create lookups that can be assigned to parameters when setting up reports on the Report Maintenance screen.

Similar to using lookups in Dynamics GP to select values for fields on windows, lookups defined here can be used to select values for your parameters when printing reports on the GP Reports Viewer window.

There are two types of lookups:

Lookup Type

Description

Static

Manually typed in list of values

Dynamic

Connects to a database for a list of values based on a table, view or stored procedure

STATIC LOOKUPS

To create a static lookup:

1.

Open the Custom Lookup Maintenance window. GP >>Tools >> GP Reports Viewer >> Lookups

  • 2.

    The Lookup ID will automatically populate with the next available number.

  • 3.

    Enter a Lookup Name. This is what you will see when assigning lookups to your report parameters.

  • 4.

    Select a Series for the lookup. The series is used to help find the lookup faster when selecting one on the Report Maintenance window. It will not limit the lookup selection in any way.

  • 5.

    By default the Static radio button is selected.

  • 6.

    Now you can start creating the contents of the lookup. Define the column headers for the lookup by entering names for the Display Headings. Only the first column is required, and it is from this column that a choice selected in the lookup will be returned as the parameter value for your report. The other two columns are optional and are there to provide additional information about the first column. You can blank out the Display Headings for columns you will not be putting values in.

  • 7.

    Choose a Type that corresponds to the values that will be stored in that column. Choices are: Date, Integer and String.

TIP

In order for the records to sort correctly in the lookup, choose a proper data type for the column.

8.

Enter the actual values into Column 1 Values, and optionally into Column 2 Values and Column 3 Values columns in the grid.

9.

You can test the lookup when you are done entering data by clicking the Test Lookup button.

TIP

GP Reports Viewer Lookups are company specific. A Lookup created in one company will be available for only that company.

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