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Flexible Solutions, Inc. – GP Reports Viewer

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SETTING UP REPORTS IN EXCEL FOR USE WITH GP REPORTS VIEWER

You can create Excel reports based on a Microsoft SQL Server table, view or stored procedure. You can also embed SQL code directly into your Excel report. There are many methods for creating Excel reports using data from SQL Server, however if you are starting from scratch or troubleshooting your reports, we have included steps for creating Excel reports in the sections below.

TIP

If you set up your SQL reports using the steps outlined below, when these are used with GP Reports Viewer the database used for the reports will be automatically changed to the database for the Dynamics GP company the user is logged into.

USING A SQL SERVER TABLE OR VIEW

To create an Excel report based on a SQL Server table or view:

  • 1.

    Open a new Excel file and navigate to the Data tab.

  • 2.

    Select From Other Sources and choose From SQL Server:

3.

Enter your Server and SQL instance and login credentials, then click Next:

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