Transcript PowerPoint - 12/13/16 Presentation

Dynamics GP – You Own It … Why
Not Use It?
Reporting
December 13, 2016
Meet Your Presenter
 John Grebe CPA(inactive)– Project Manager
 BA – Accounting/Finance – Drexel University
 Previous accounting experience up to Accounting
Manager level
 Over 15 years consulting experience with
Dynamics-GP
 4th Year with Intellitec Solutions
Reporting Options
• GP Standard Reports
• SmartLists - reminders
• SmartList Designer
• Excel Refreshable Reports
• SSRS (SQL Server Reporting Services)
GP Standard Reports
• Restrictions – use dynamic parameters
• Shortcut on home page
• Groups
GP Standard Reports
• Restrictions – use dynamic parameters
GP Standard Reports
• Shortcut on home page
GP Standard Reports
• Groups
SmartLists
• Using reminders
SmartLists
• Using reminders - setup
SmartLists
• Using reminders – shows on home page
SmartList Designer
• Join tables to add fields
• Create COLUMN calculations
• Publish to Excel report
•
Only if created from view
• What you can do - example
SmartList Designer
• What can be done
•
Checkbook balances vs. General Ledger Balances
•
Create SQL view to join checkbook
balances to GL Summary Master view
SmartList - TWO15 (sa)
Excel Refreshable Reports
• Mirror majority of predefined SmartLists
• Do not need GP license to run
•
only security to database and access to file location
• Dashboards
• What can be done
Excel Refreshable Reports
• What can be done
•
•
•
Vendor Financial Summary
Receivables Historical Aged Trial Balance
Hyperlink to GP
SSRS
(SQL Server Reporting Services)
Reports
• Charts and KPI’s
• Reports can be exported
• Purchasing
•
•
Historical Received Not Invoiced Report !
2015 R2
• Do not need GP license to run
•
only security to database and access to SSRS site
SSRS
(SQL Server Reporting Services)
Reports
• What can be done
•
Orders with Backorders
•
Drillback to GP
• Attach SSRS reports to GP windows
•
Sales Transaction entry for quantity in other
databases
Upcoming Webinars

PSTL Tools – December 20

Additional topics starting in January 2017

All are on Tuesday EST from 11 am to
Noon except the Year-end which will be a
two hour presentation
 Thanks for attending!
 Please contact me if you have future questions:
[email protected]