We've just developed a custom SSRS report using Dynamics tables.
In case this makes a difference, we haven't yet distributed Dynamics GP reports to our reporting server.
Is there a way in Dynamics to provide a link (url) to our custom report only to certain users?
We've considered using user classes, but the three users who need access to the report have two different classes and we wanted to avoid providing a link to other users who share the class, but don't have access to the report.
Why not just give them the URL? That is always an option but we'd like them to think of the report as a function of GP and for the link to be in a place that we can control.
Thank you for any ideas or insight!
What version of GP are you on?
You might want to consider something like our GP Reports Viewer (www.gpreportsviewer.com/gpreports.html) to set up your SSRS reports inside Dynamics GP. With GP Reports Viewer you can create shortcuts for the reports on just about any Dynamics GP window and even pass in parameters from fields on the window to the reports to make it much more user-friendly. You would also have complete control over what users see what reports.
Of course, if you're planning on just one report, looking at an add-on solution for this may be overkill. However, if you're planning on setting up a number of reports (and usually once you start offering users reports, they just want more) it might be worth it and could save you a lot of administrative and setup effort while providing a much more user friendly way for your GP users to run SSRS reports.
You could use Modifier to create a button and put VBA on the button that pops IE open with the link to the report (you can "build" the link and even pass some of the data from the screen into the link as parameters for the report). You only give access to the modified screen to those who need it. I agree with Victoria - one report is OK this way, a bunch of them would be better with GP Reports Viewer.
Have you considered saving it with the rest of the Dynamics GP reports so that it could be viewed on the home page? Users can only see the reports for which they have been given access, so the report would be viewed in Dynamics GP but managed outside.
Wow, thank you for your replies!
Aaron, we're on GP2010.
Victoria, GP Reports Viewer looks really slick and may be an option for us once we have more reports.
Tim, you're right, once we have more reports it probably won't be feasible to keep creating custom buttons, but it's good to know this is possible.
Rob, regarding your suggestion, are you saying that if we deploy the canned SSRS reports from Dynamics, we can then save a custom report to the same SSRS folder, and it will be displayed in Dynamics? Is there anything special we'd have to do to get this to work? Is it necessary to fully deploy all the canned reports in order to gain this functionality?
Yes, if you deploy the canned reports and save your custom report in the SSRS folder hierarchy, you can choose it and view it in Dynamics GP. While it's not necessary to deploy the canned reports, it's probably the easiest. Dynamics GP looks for certain folders, so you'd need to know which folders to create if you didn't deploy the reports.
I was going to suggest Rob's method. I have about 30 custom reports that I've deployed using this method and it works quite well. I agree that it is easier to deploy the reports first, just to get the folder structure.
at this time I only have one report that I need this for. I am searching for an example of the code that would be used in VBA to open an SSRS report using some of the fields from the window to pass as parameters. any help would be appreciated.