1. Discussion Points for GP Reporting

2. Ways to Access Data…what do we want to dive into?
SQL Management Studio – Direct Connection and write queries, then into an excel report by pasting code to data connection
Turn SQL Query into Reports using SQL Server Reporting Services (SSRS)
Excel – Connect to View or Table
PowerPivot – Connect to Large Data view or table and connect multiple tables/views
Connect to Excel Refreshable Report ODC with Excel
Link to GP Tables or SQL Views with MS Access, build a “view” with that, and then connect to that view with Excel
Smartlists
Smartlist Builder – Build custom smartlists from multiple tables/views
Excel Report Building – Similar to Smartlist Builder, Build custom smartlists from multiple tables/views

3. What’s Next Data table primer SQL for accountants
Main tables for what type of data
What are the most common tables you should know
SQL for accountants
KPI PLUG IN FOR SHAREPOINT
See next slide

4. GP Office App