Product: Total Reports

Article Link: http://help.truecommerce.com/en/articles/6483091-dynamics-gp-enterprise-configuring-total-reports

Once you have Total Reports Installed you'll want to configure it here. If you've already previously setup a Total Reports client, you'll simply want to copy their configuration over to the new client by bringing over the config files.

If this is a first time setup, or a new server - you'll want to follow the full instructions

Setting up a new Total Reports installation for the client? Make sure you install Total Reports first, and then simply locate a currently working client and copy the Config files over to their machines for easy setup

Navigate: C:\Program Files (x86)\Microsoft Dynamics\GPxxx\vSync\Reporting\Configs

Copy: From working Client machine to new client machine

By copying over the configuration you're copying over all the connection strings to the database and company files that were previously configured, allowing your new client machine to easily launch the same configuration without needing to manually set them up (see below).

Navigate: C:\Program Files (x86)\vSync\TotalReports

Launch: TotalReports.exe (Run as Admin)

User: admin

password: admin

Navigate: Administration → Connections → (Double click Connection)

From here you can modify your SQL credentials and change the database name you to match your company for GP

Note: Please be sure to export out the config file for any report that uses this connection if modified

Check out the below article for how to modify a report destination

To modify an existing report - simply right click it and hit the Edit button

Navigate: Right Click (report) → Edit

Report

Display Name: Report name

Report Type: Crystal Reports or SQL Server Report

Report File Name: Location to the .rpt file used

Connection: Which connection settings to use (see SQL Server Connection above)

Export File Name: If a File type export is used in the Destination tab - will provide file name for the generated file

Parameters

Used when initially creating a new report - allows system to auto-fill in dynamic data

Permissions

Configuration for permissions to Total Reports

Email Settings

If an email destination is selected in the Destination tab - you can add an optional Subject and Message to be sent

Destination

Select the Destination tab to modify how your report generates. Check all the boxes you wish this report to generate when executed

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Any modifications to a Report will need to have the config file exported - please follow the next steps below

rev 11/10/22