SSRS 2016 Report Builder Permissions

Today’s #TipTuesday is around the permissions required for either creating reports or publishing reports in SSRS. These are permissions as they relate to Report Builder 3.0 at least, as I haven’t tested that the exact same is true via Business Intelligence Development Studio (BIDS). I assume the same applies but haven’t tested that myself so YMMV.

Also of note: this article is purely on the permissions required in SSRS itself, I am not touching on the data side but obviously the users who are previewing data here will also require the correct access to the data depending on what your data sources are.

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Getting rid of Day in Mgmt. Reporter date format

Today’s #TipTuesday I *swear* I’ve blogged about before but for the life of me, I cannot find it in my posts. So… I’m documenting it here because I ran into this again after our latest Dynamics GP upgrade and had to search for my own documentation to find the details of the fix.

This tip is on how to remove the “day of the week” name from the date format on Management Reporter (MR) reports, if using the @datelong autotext code.

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Sample SQL Views for Smartlists

Today’s #TipTuesday has been on my list for a while and it’s a great resource that many people don’t know exists.

Microsoft has creating a “living” document that has embedded links to SQL views that you can run and tweak in your own Dynamics GP environment to create custom smartlists with. The document says it is for Smartlist Designer but the reality is if you create these SQL views, you can also use them in eOne’s Smartlist Builder if you have the product instead.

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Tax Schedule Tip

I’ve got to admit, this tip has been on my list for a LONG time, and relates to a pet peeve of mine with the configuration of tax schedules. Here is this week’s #TipTuesday for you!

Did you know that you don’t need to have separate tax schedules for a “purchasing” tax and a “sales” tax if they are fundamentally the same? Perhaps this doesn’t happen in the USA but in Canada, most jurisdictions have HST (Harmonized Sales Tax) that are the same whether you are buying or selling.

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Launching GP with alternate Dynamics.set file

Today’s #TipTuesday post is one for those who modify reports in Report Writer (mostly) or anyone who has an alternate Dynamics.set file they wish to launch in their Dynamics GP environment.

A quick review of the terms here: the Dynamics.set file is a launch file that displays the # of products/dictionaries installed on a given workstation, the list of products (product # followed by product name) and then the pathnames to the Code, Forms and Reports respectively for each of those dictionaries, in that order. Back in 2010, I wrote a series about Report Writer and the first post was some detail around the Dynamics.set, how to read it, etc.

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