1. Dynamics GP – You Own It … Why Not Use It? Reporting December 13, 2016

2. 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

3. Reporting Options GP Standard Reports SmartLists - reminders
SmartList Designer
Excel Refreshable Reports
SSRS (SQL Server Reporting Services)

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

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

6. GP Standard Reports
Shortcut on home page

7. GP Standard Reports
Groups

8. SmartLists
Using reminders

9. Using reminders - setup
SmartLists
Using reminders - setup

10. Using reminders – shows on home page
SmartLists
Using reminders – shows on home page

11. SmartList Designer Join tables to add fields
Create COLUMN calculations
Publish to Excel report
Only if created from view
What you can do - example

12. SmartList Designer What can be done
Checkbook balances vs. General Ledger Balances
Create SQL view to join checkbook balances to GL Summary Master view

13. SmartList - TWO15 (sa)

14. 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

19. Excel Refreshable Reports
What can be done
Vendor Financial Summary
Receivables Historical Aged Trial Balance
Hyperlink to GP

21. 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

22. 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

26. 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

27. Thanks for attending!
Please contact me if you have future questions: