Key Performance Indicators 50

Sep 13, 2026

Key Performance Indicators guidance for Microsoft Dynamics GP 2010, focusing on setting up and managing KPI definitions, creation methods, assignment rules, and calculation display options. The manual outlines KPI creation approaches using queries, existing KPIs, and copying, then covers alert range configuration, related KPI relationships, and security controls by roles and groups. It also explains exporting KPI values to Microsoft Excel and calculating and displaying KPI metrics across multiple time periods.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages86

Reading Time30 min

AccessFree to download

Introduction

What’s in this manual

Symbols and conventions

Additional resources

Technical support

Part 1: Setup

Chapter 1: Installation

Install Microsoft SQL Server Reporting Services 2008

Install the Business Intelligence feature

Chapter 2: Key concepts

Overview of KPI creation methods

Security by roles and groups

Chapter 3: Creating KPIs

Create a KPI using a query

Set up alert ranges

Chapter 4: Displaying KPIs

KPI display styles

Exporting KPI values to Microsoft Excel

Business Portal for Microsoft Dynamics® GP 2010 Key Performance Indicators Copyright Copyright © 2010 Microsoft. All rights reserved. Limitation of liability This document is provided “as-is” Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. Intellectual property This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. Trademarks Microsoft, Excel, Microsoft Dynamics, SharePoint, SQL Server, and Windows are trademarks of the Microsoft group of companies. FairCom and c-tree Plus are trademarks of FairCom Corporation and are registered in the United States and other countries. All other trademarks are property of their respective owners. Warranty disclaimer Microsoft Corporation disclaims any warranty regarding the sample code contained in this documentation, including the warranties of merchantability and fitness for a particular purpose. License agreement Use of this product is covered by a license agreement provided with the software product. If you have any questions, please call the Microsoft Dynamics GP Customer Assistance Department at 800-456-0025 (in the U. S. or Canada) or +1-701-281-6500 . Publication date May 2010 Contents Introduction ................................................................................................................................................. 2 What’s in this manual................................................................................................................................... 2 Symbols and conventions ............................................................................................................................ 3 Additional resources .................................................................................................................................... 3 Technical support .......................................................................................................................................... 4 Send us your documentation comments ...................................................................................................4 Part 1: Setup ............................................................................................................................................... 6 Chapter 1: Installation ..................................................................................................................... 7 Install Microsoft SQL Server Reporting Services 2008 ............................................................................ 7 Install the Business Intelligence feature.....................................................................................................8 Chapter 2: Key concepts ................................................................................................................ 9 Overview of KPI creation methods ............................................................................................................ 9 KPI creation method: Use query............................................................................................................... 10 KPI creation method: Use existing KPI.................................................................................................... 12 KPI creation method: Copy existing KPI................................................................................................. 12 How KPIs are assigned to companies...................................................................................................... 13 Select data calculation options ........

FAQs

What KPI creation methods does the manual describe?

It describes creating KPIs using a query, using existing KPIs, and copying an existing KPI.

How are KPIs assigned and calculated across time periods?

The manual explains how KPIs are assigned to companies and how to calculate and display KPI values for multiple time periods.

What controls are used to manage KPI access?

It covers security by roles and groups to control access to KPIs.

Sep 13, 2026

Uploaded by Emma Wilson