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Wednesday, 12 February 2014 11:03

Excel Reporting in Dynamics GP

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Microsoft Dynamics GP is a powerful accounting system with enhanced report design capabilities that will certainly improve your decision making processes. Microsoft Office and Microsoft Dynamics GP offer what is known as Office Data Connection (ODC), a method to integrate both systems and allow users to view Dynamics GP data in an Excel worksheet. This means, you can view your Microsoft Dynamics GP data in your MS Excel and have it refreshable at any time.

Not only are there more than 200 out of the box Excel reports included in the core system but also users can design and customize Excel reports to meet the individual needs of their businesses. These reports retrieve data from the Dynamics GP SQL database, thus offering real time reporting.

Furthermore, you do not have to be a user in Microsoft Dynamics GP to have the ability to view the Excel reports that come with the system. By using Windows Authentication and setting appropriate permissions for security, anyone in your company will be able to see these reports.

Finally, the default Excel Reports in Dynamics GP are created from the existing SmartList favourites. They are basically Excel files that can be tailored to the user’s needs and provide you with the familiar look and environment of Microsoft Office Excel. In addition, if you need extra customized Excel reports for your business, you can use the Excel Report Builder that comes with the SmartList Builder, though you will have to get a separate license for it.

If you want to learn more about Excel Reporting in Dynamics GP, join our free webinar on February 19, at 11 am EST and find out how to create powerful and easy to read reports.

Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013

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