Weekly Topic: Excel

  • Article

Did you know that there are over 250 Excel Reports that come with Microsoft Dynamics GP? We added the first reports on GP 10.0, added more in GP2010 and even more in GP2013. 

These Excel reports are refreshable. You can deploy them locally, to a network share, to SharePoint, or Office 365. There is an easy wizard that helps you deploy the excel report and the data connection.

You can modify the Excel report, adding charts, calculations, and other formatting (really anything Excel allows). When you refresh it keeps the changes you've made and just updates the data.

 

If you are exporting from SmartLists and creating Excel Dashboards over and over, you don't have to anymore.

   
  To deploy the reports you go to: Microsoft Dynamics GP (top dropdown) > Tools>System>Setup>Reporting Tools Setup