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Updating the Home Page Metrics in GP 2010 R2

Today, I am going to discuss another feature of GP 2010 R2 –Adding/Updating the Home Page Metrics.

Before starting, you should have following setup

  • Microsoft Dynamics GP 2010 R2
  • Microsoft SQL Server 2008 or Microsoft SQL Server 2008 R2
  • SQL Server Reporting Services 2008 or SQL Server Reporting Services 2008 R2
  • Report Builder 2.0 or later
  • Internet Explorer 7 or later

One of the coolest features of the GP 2010 R2 is -you can add multiple metric on the home page to create a dashboard. To turn this feature on check on the ‘Show All’  check box on the home page Customize the home page window. To open this window click the ‘Customize this page’ link at the top of the Home Content pane

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Open the Metrics Details window using the arrow button next to metrics to select the metrics for the Home

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Select the metrics and click Insert button. Click OK after selecting metrics

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Metrics visible on home

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Some metrics might not display data for sample company Fabrikam as Fabrikam has data for year 2017 and metrics display charts and KPIs for current date

You can also open a metric in Internet Explorer from the GP home page using the view button. It is only visible when you take mouse over the top right corner of the metrics

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In internet explorer, you can change the parameters for the report/chart, print the metric or export it to various formats

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Updating Metrics

Before editing metrics, make sure Internet explorer is set up as default browser. The download fails in the Google Chrome and Firefox

Select the metric you want to edit from the list in the metric Detail window and click Edit

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This will download and open report design for making changes

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Make changes in the report and click Save. You can test generating the report using the Run button after changes

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After saving refresh the home page to view the updated metric

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2 Responses to “Updating the Home Page Metrics in GP 2010 R2”

  1. [...] Updating the Home Page Metrics in GP 2010 R2 – Metrics have been improving with each GP version, ad Rubal has details on how you can get that perfect metric for your GP home page. [...]

  2. Don says:

    Where are the settings for which metrics that will be displayed on the home page stored? I migrated servers and the metrics have to be re added. So I assume its not in the database but a local users file on their machine.

  3. Shyla says:

    Has anyone tried passing parameters to metrics. I want to restrict the data shown in metrics based on the user. Any ideas?

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