| Today, more than ever, it's critical to have | | | | Excel. Record macros that manipulate and format |
| up-to-date information to make informed business | | | | the data. These macros are saved with the |
| decisions. Microsoft Dynamics GP has a large | | | | smartlist export so that you can execute them |
| number of pre-formatted reports for | | | | each time you export the smartlist to Excel. |
| comprehensive reporting and analysis. | | | | Excel (MS Office) - A powerful reporting tool that |
| Below is a highlight of Microsoft Dynamics GP | | | | integrates with SQL data, FRx, Smartlist, Analysis |
| reporting tools available in every edition | | | | Cubes, and SQL Reporting Services. Pivot tables |
| FRx report designer links directly to Microsoft | | | | allow users to summarize and "slice and dice" a |
| Dynamics GP General Ledger. You would use this | | | | set of data in many ways. |
| report design tools for GL level reports, including | | | | - Excel Pivot Tables - One of the most powerful |
| consolidated reports, working over FRx reporting | | | | data analysis tools available in Excel. Learn the |
| tree. Also it works with GL budgets as well as has | | | | basics of how to use a pivot table in relevant |
| an option to consolidate your GP companies with | | | | examples such as departmental distributions for |
| virtual companies, which are exported into Excel | | | | AP aging. |
| worksheet - FRx has Excel linking mechanism. | | | | |
| Smartlist Builder/Excel Reporter - Used to create | | | | Analysis Cubes - Used to allow users who are not |
| Smartlist other than those out-of-the-box with | | | | familiar with database structures to write reports. |
| GP. Smartlist can be built to combine companies, | | | | The cubes store a fraction of the data in the ERP |
| pull third party data, and pull data from other | | | | system to allow users to dig into data. Excel is |
| databases. Excel Reporter was added to Smartlist | | | | the primary delivery method, but there are |
| Builder with the version 10 Feature Pack for | | | | sophisticated OLAP viewers available. Dynamics |
| Dynamics GP. Excel Reporter is used to create | | | | GP has 2 cubes available: |
| refreshable Excel reports similar to Smartlist | | | | - Financial - GL, AR, AP, Bank Rec |
| exports except that the data may be refreshed | | | | - Distribution - SOP, POP, Inventory |
| in Excel. | | | | |
| - Smartlist with Export Options - Used for ad-hoc | | | | Out of the Box SQL Reporting Services Reports |
| queries in Great Plains. Queries can be saved as | | | | - You can give non-GP users access to the most |
| Smartlist favorites to be used again. The user | | | | commonly requested reports, such as trial |
| enters restrictions and changes the columns | | | | balances, aging reports, sales summaries, and |
| displayed. This can be used to export query | | | | stock status reports. Manage security on the SQL |
| results to Excel and as a shortcut to data in GP. | | | | server and allow the users who need these |
| Reports are not formatted unless Export Options | | | | reports to run them in internet explorer - without |
| is used to run macros to format the Excel file. | | | | ever logging into GP. |
| Create Smartlist favorites and export them to | | | | |