Take the Mystery Out of Your Microsoft Dynamics GP Reporting
Over 150 Microsoft Dynamic GP users located in North Carolina and South Carolina were treated to a Microsoft Dynamics GP Reporting Tools Workshop hosted by InterDyn - Artis at the Microsoft office in Charlotte, NC. All the attendees left with ideas they could use as soon as they returned to the office. They also received a Microsoft Dynamics GP Reporting Tools Manual to reference when creating the reports.
Download the Microsoft Dynamics GP Reporting Tools Workshop Manual
The workshop began with an overview of the following Microsoft Dynamics GP Reporting Tools and when each should be used:
- FRx
- SQL Reporting Services (SRS)
- Excel
- SmartLists
- SmartList Builder / Excel Reporter
- Analysis Cubes
A deeper dive was presented for the following topics:
- Out of the Box SRS Reports - You can give non-GP users access to the most commonly requested reports, such as trial balances, aging reports, sales summaries, and stock status reports. Manage security on the SQL server and allow the users who need these reports to run them in internet explorer - without ever logging into GP.
- SRS Report Builder - SRS has report models that make it straightforward to design simple reports that can then be published for use outside of GP.
- SmartList with Export Options - Create smartlist favorites and export them to Excel. Record macros that manipulate and format the data. These macros are saved with the smartlist export so that you can execute them each time you export the smartlist to Excel.
- Excel Pivot Tables - One of the most powerful data analysis tools available in Excel. Learn the basics of how to use a pivot table in relevant examples such as departmental distributions for AP agings.
- Analysis Cubes - Pulling Data into Excel - Extend the power of Excel pivot tables by using Analysis Cubes as the data source. Create flexible spreadsheets that allow you to dig into the details behind the summaries.
Want to learn more about the Microsoft Dynamics GP Reporting Tools?
Contact Judy with any questions at 704-321-3881 or judy.vanderlinden@interdynartis.com.
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