Microsoft NAV Dynamics Cost Control Software » Reporting

Tree Map Visualization

Rick Baxter — Wed, 14 Sep 2011 21:09:21 +0000

Here we go again. Tree Map Visualization displays your selected data by size and by color. This grid view helps you find specific attributes of your data which otherwise would have been missed. Some people refer to this as a “Heat Map”, showing the important items by size or by color.

Cost Control Software has added 8 Tree Maps to our Foundation Pack Database. They are all tested and ready for you to set the desired criteria to analyze your data. It is great at spotting exceptions or unusual situations.

Enjoy The Show:

Tree Map Visualization is a post from: Cost Control Software

Time Line Visualization

Chart Generator

Rick Baxter — Wed, 20 Jul 2011 17:17:46 +0000

Click this image to watch demo movie

We are pleased to announce “Chart Generator” has been added to our Foundation Pack as an additional feature.

This means that you can now easily define your own Role Center Chart from any Table within Dynamics NAV.

Just pick the chart type, fields to be displayed on the X and Y Axis and then select “Generate Chart”.

Once the Chart has been added to your list of Chart Parts, just pick the new chart to display on your role center.

If this would be a useful feature for you, just contact me and I will help you get this added to your “Foundation Pack” Granule. If you don’t have Foundation Pack, I can help you get all 61 features added to your Dynamics NAV Database.

Sample: Job Production by Date

Click this image to watch demo movie

Leave a comment in the message box below.

Chart Generator is a post from: Cost Control Software

Report Writer Class for RTC

Rick Baxter — Mon, 17 Jan 2011 14:31:51 +0000

Cost Control Software is please to announce the release of our newest class for Microsoft Dynamics NAV: “Getting Started with Report Writer RTC”. This DVD class is available for shipment today, January 17, 2011. This class is a continuation of our Report Writer Class for NAV Classic, but now designed for Role Tailored Client users.

This class is ideal for anyone new to Role Tailored Client. Reports are developed from the “Object Designer” area in the Development Area. You start your report with the Wizard or with a Blank Report. You add your desired fields to the header and body section(s). These fields are now available for the Visual Studio Editor, which is where you design your RTC version of the report.

What is interesting is that one report holds both the “Classic Section Design” and the RTC “Layout” design. If the report is run from Classic, the classic report is printed. If the report is run from RTC, the RTC version of the report is rendered in the Viewer.

How the class works: There are 28 Lessons starting from a very simple report to a complex report. Each lession is really a “Lecture” from the instructor (Rick), which is then re-played and paused as you re-create each of the steps to create the report in your practice database or company.

There are 3 Sections: Designing Reports, Placing Reports on Menus, Bonus Tips. This class is ideal for the IT Staff or Programming Staff to learn some of the advanced Reporting Tips to really spiff up the appearance of your reports with Charts, Interactive Sorts, Drill Throughs, and Matrix Reports. There are 8 hours of Instruction, and another 8 hours of practice time to really master the Visual Studio editor and Viewer. Learn more here.

Report Writer Class for RTC is a post from: Cost Control Software

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“Pivotier” – NAV Reporting option

Rick Baxter — Wed, 28 Apr 2010 23:33:55 +0000

Cost Control is please to offer ”Pivotier Report Writer” as an additional reporting tool for Dynamics NAV. Read this blog, and leave a comment below.

Click here to enjoy our 60+ min Detailed Presentation

How it Works?

Pivotier queries are defined by IT or power users to handle the joining of tables and fields. Queries handle the interpretation of NAV flowfields and other data nuances automatically by generating Transact SQL statements at run-time. Queries also provide a level of data security and optimization of data reads to your SQL Server database.
End-users define ad-hoc reports within Dynamics NAV using EITHER the Classic or Role-Tailored (i,e, NAV 2009) user interface and select fields from pre-defined queries. The query definition greatly simplifies the user experience by eliminating the need for end-users to understand complex data relationships within the NAV database.
Calculated columns, graphical data indicators and charts can be added with a few mouse-clicks to generate rich, colorful and visually stunning reports.
Reports can be shared with other users in the enterprise using NAV security roles.
Reports can also be published to Excel, PDF or to SSRS.

Encouraging End-users to Create Reports

Users are often confused and intimidated by the vast array of tables and fields available in Dynamics NAV and its many add-on solutions. They prefer to work within their familiar Classic or Role-tailored NAV interface and resist using external applications like Excel. Pivotier allows IT departments and partners to define Queries which join multiple tables and fields in normalized data sets to match specific business objectives such as sales reporting or employee analysis. Now users can simply pick fields and place them on reports without any knowledge of internal data complexities.

We recently hosted a Webinar to show our customers how this reporting tool worked. We invite you to watch this replay to see what you think too. Please leave a comment as to your opinions. Warning, this is a full 60 min presentation of all the details.

Allocate the time before you begin, there is lots to learn: (30 Seconds to open)

Watch 60 min Video on Pivotier

“Pivotier” – NAV Reporting option is a post from: Cost Control Software

Reporting Options in NAV

Rick Baxter — Fri, 16 Apr 2010 19:57:22 +0000

Who writes reports at your office? Reporting is not something your NAV Consultant is required to you. You can do it! Reporting tools are available to every NAV End-Users, but that doesn’t mean the end-user has to learn how to use the tool.

What is available to end-users?
a. Built in Report Designer – Classic
b. Built in Report Designer – RTC
c. Pivotier – Tool to generate RDL Reports
d. Jet Reports – Tool to generate Excel Reports
e. Business Intelligence (Optional Tool Built in NAV)
f. Business Intelligence (Advanced 3rd Party offerings)

The key to successful roll out of any Reporting Tools falls squarely on the shoulders of the end-user. If you are a NAV End-User, then step up and learn the tools. Actually, learn the tool, singular. Management should select the desired level of reporting needed, and then the staff needs to learn to fully utilize that tool.

Most Reporting Vendors offer class. Take the class! For some of the advanced reporting tools it might be as much as 5 days of class, but the results will be dramatic. You should no longer have to rely on a NAV consultant to create your reports, you know your company the best and the data that is desired on the reports. Just to be sure you know Cost Control Software provides Report Writer Training on CD, so you don’t even have to travel and you can re-watch as often as you like.

See the Report Writer Training Information here.

Reporting Options in NAV is a post from: Cost Control Software

Reporting 2009 RTC

Rick Baxter — Sat, 10 Oct 2009 21:29:34 +0000

Dynamics NAV 2009 Reporting has been extended with more SQL Oriented Reporting capabilities.

Rick is considering creting a new Reporting Class just for NAV 2009 RTC. If you would be interested in this training class, please leave us a comment below.

Reporting 2009 RTC is a post from: Cost Control Software