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)

Restrictions – use dynamic parameters Shortcut on home page Groups GP Standard Reports Restrictions – use dynamic parameters Shortcut on home page Groups

Restrictions – use dynamic parameters GP Standard Reports Restrictions – use dynamic parameters

GP Standard Reports Shortcut on home page

GP Standard Reports Groups

SmartLists Using reminders

Using reminders - setup SmartLists Using reminders - setup

Using reminders – shows on home page 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: jgrebe@intellitecsolutions.com