Dynamics Report Manager for Microsoft Dynamics GP: Did You Know?

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Dynamics Report Manager (DRM) by Rockton Software (www.rocktonsoftware.com) is such a robust product that users often aren't aware of all the neat features that exist in it. So here are a few things you may not know about DRM:
1. You can organize and launch a mixture of reports directly.

  • Dynamics Report Manager allows you to organize, edit, and launch all of your existing Report Writer (modified or un-modified), Crystal, FRx, Management Reporter, and SQL Reporting Services reports, as well as your Microsoft Word and Excel documents from one location directly in Microsoft Dynamics GP. No more launching other tools or products to get the data you need; with DRM reports are organized for you in one spot.


2. You can schedule reports.

  • DRM has a built-in schedule feature that allows you to easily schedule your reports on an hourly, daily, or monthly schedule. So if you run the same report each morning or a group of reports each month, why not schedule it and have it auto-generate for you?


3. You can print reports to multiple printers.

  • Why be limited to one printer selection at a time? With DRM, you can send each report in your system to a separate printer or file and have that selection saved.


4. You can choose to replace existing reports that print within Microsoft Dynamics GP.

  • With DRM, you use Launch Points which allows you to take any of your existing DRM reports, have it generate, and print in place of the standard report in Microsoft Dynamics GP. If you have a custom Sales invoice created in Crystal reports, Launch Points gives you the ability to now have that custom report generate automatically from the Print button of your Sales Transaction Entry window or any other location you specify.


5. You can use DRM to automatically print different reports/invoices based on information on the screen.

  • For example, if a customer has multiple invoice formats and they print different ones based on the customer, you can use conditions action on the Launch Point to have DRM determine which invoice type to print.


6. You can email Batch reports.

  • You can easily generate a batch of invoices and have them emailed to your customers or vendors. This saves you time and money to focus on other tasks.


7. You can create a Print list.

  • Need 5 different reports now? With the reports in DRM, you can choose each specific report and have it print at one time. For example, if you need to print a Report Writer, Crystal, and SQL Reporting Services report, it can all be done in one grouping without leaving DRM and Microsoft Dynamics GP. How efficient is that!


8. You can customize DRM for each user.

  • DRM allows each user to setup their Favorites Folder. Meaning, you don’t have to scroll through hundreds of reports you don’t use. Just go directly to your Favorites Folder and all of your reports can be accessed quickly.


9. You can ensure your reports are secure.

  • DRM allows you to set security access for each report, therefore, each user can have a tailored view of reports they should be allowed to view and generate.


10. You can easily add, edit, or remove reports.

  • DRM allows users to easily add new reports, edit existing report generation options, or remove reports that are no longer needed within DRM.



If you are interested in learning more about DRM, or any of these features, please contact us at 877-476-2586 or via email at sales@rocktonsoftware.com.


Click here to view of short demo of Rockton Software's Dynamics Report Manager!


Written By Kris Berger, QA Development Lead at Rockton Software, a Microsoft Dynamics GP Add-On Partner.

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