Visualizing information with Business Analyzer on the Home page
On the Home page, Dynamics GP provides a default set of reports via charts and graphs designed to provide better visualization of data based on a user's role. Individual users can include or exclude various charts from their Home pages and select default charts. In this recipe, we'll look at ways to tailor Business Analyzer reports for each user.
How to do it...
Business Analyzer reports provide charts for additional analysis. Let's see how to put them to use by completing the following steps:
- On the Home page in the Business Analyzer section, move the mouse over the report title to expose additional options on the right side. Select the pencil icon that now appears on the title bar to the right side.
- The left side shows all the reports available to a particular user. Selecting a report on the left and clicking Insert moves that report to the right and makes it available on the user's Home page. Selecting a chart on the right and clicking on Remove eliminates that chart from the Home page.
How it works...
The Business Analyzer functionality was added in Version 2013 and replaces Metrics from Versions, 10 and 2010. In Dynamics GP 2013, users can add multiple reports to their Home pages. Additionally, users can create their own reports using SQL Server Reporting Services (SSRS) and apply those reports to their Home pages. The creation of new reports is beyond the scope of this book but more information is available via the Dynamics GP manuals.
There's more...
Dynamics GP 2013 provides an option to view multiple reports on the home screen, open reports in a browser window, and drill back for more information.
Multiple Business Analyzer reports
Inserting multiple reports in the Selected Reports box can place all of those reports on the Home page.
The option to display all of the selected reports is controlled by the Customize this page selection on the Home page. Once opened, the Show All check box under the Business Analyzer selection of the Customize Home Page window controls whether all of the reports appear or one report with an option to scroll through the others.
Full view
Clicking on the Full View option below a report opens the SSRS report behind that report in a web browser. Selecting individual items in the report drills back to reports with more information. For example, clicking on Full View below the Top Customer Balances report and then clicking the CONTOSOL001 column drills down into that customer's balance detail.
See also
- The Personalizing the Home page by selecting the right role recipe
- The Speeding access to data with Quick Links recipe
- The Managing personal reports with My Reports recipe