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Dynamics GP reporting
What Reporting tools can run with Dynamics GP?
Dynamics GP Standard Reports ... for hundreds+ business reports included with GP
Dynamics GP Inquiry Windows ... to quickly look up and drill into information in GP
Microsoft Management Reporter ... to prepare and analyze detailed financial reports
Dynamics GP Smart Lists ... for non-technical users to easily build their own reports
Microsoft Office Excel Integration .. for people who want to pull data from GP into Excel
Microsoft SQL Server Reporting ... for comprehensive reports across the enterprise
Microsoft SQL Analysis Cubes ... to breakdown Business Intelligence reports mulitple ways
Microsoft Business Portal ... to most easily distribute reports across the organization
As with many other ERP systems, GP comes with hundreds of standard reports. This will typically be your first place to look for typical business information. While many these reports may be useful for some purposes, others will not quite give you what you are looking for. The benefit Dynamics GP offers for those who need information above and beyond what the standard reports provide is where Dynamics GP really starts to shine.
Dynamics GP Inquiry Windows
Inquiry screens are often the first place to look for ‘ad hoc’ information. For example, you may want to examine in detail a specific transaction in the system, review its contents and trace its origin.
Inquiry windows are a great place to find this information within Microsoft Dynamics GP because it is ‘live’ and interactive. You can select the records you want to view and specify the order for displaying the records. You can scroll and drill down. For example, in the General Ledger Detail Inquiry window, you can see a range of General Ledger accounts and then select one to view information about it.
Microsoft Management Reporter is the primary financial performance management tool for Microsoft Dynamics GP. It is used to manage and distribute financial reports. Reports built using Microsoft Management Reporter would include Balance Sheets, Income Statements, Statement of Cash Flows, budget versus actual reports, or any other financial report that includes dollar amounts and other values pulled from the General Ledger.
The key to flexibility in Microsoft MR is an easy-to-use system of three basic building blocks: row format, column layouts, and reporting trees. Users can define these building blocks to meet specific needs. Reporting trees are a hierarchical layout of your organization to build your organizational and reporting structures.
A powerful auto-build function constructs reporting trees directly from your chart of accounts. Drag-and-drop functionality makes it easy to create alternative structures and multiple rollups of various accounts to analyze your organization different ways.
In addition, the Microsoft DrillDown Viewer enables users to drill down into the different parts of the organization represented in the reporting tree; for example, you can drill down into unique account balances that make up the summary totals and into the detailed transactions and documents that provide all the necessary data.
Custom fonts, formatting, and formulas make generating professional, boardroom-quality appearance reports simple and consistent.
SmartLists in Microsoft Dynamics GP enables your people to organize and present data from the accounting system in the way that works best for them. They can display lists of records from a specific category, such as Customers or Purchase Orders, as well as apply search criteria to limit results to only the records of interest. They can determine which columns should be displayed, as well as the order of the columns.
SmartList searches can be saved as a SmartList favorite, so that they can run easily when needed. The search results can be exported to Office Excel or Office Word. These features make SmartList an excellent tool for quickly creating and manipulating reports.
Exporting to Office Excel or Office Word is simple. Just open a SmartList favorite and click the export button. The data is automatically formatted so no clean up is necessary. By using Microsoft Excel, you can obtain it easily and reliably obtain critical business data and analyze then in the extremely flexible environment everyone is familiar with.
Microsoft Excel, part of the Microsoft Office Suite, is the most popular spreadsheet and software analysis program in the world. This is due to its tremendous versatility for crunching numbers. It is also frequently utilized for connecting and organizing numerical data, and creating charts and other graphical data summaries and all sorts of business data tracking and reporting.
By using the Microsoft Office system, your employees who need access to back office data can obtain it easily and reliably and analyze it in the extremely flexible environment that they are familiar with.Data in Dynamics GP is also exportable to Excel thru SmartLists and many other export tools. There are also some Excel data import options including prebuilt wizards for some applications such as budgeting.
These Excel reports can be linked to GP to access to real-time data. This functionality enables users to set a cell within Office Excel to a value in your accounting system. For example, cell C7 can be made equal to the sales revenue in January
One popular application is the Decision makers who want to perform ad hoc queries on Microsoft Dynamics GP data without logging into the system. They can now work with Office Excel report templates, which are based on the data that can be found in more than 200 SmartList favorites. Reports can be stored on Office SharePoint Server 2007 or another shared network location or sent automatically thru Microsoft Outlook for easy access and instantly refreshed at any time to ensure data is always current.
To be able to make effective business decisions, all types of users across the company from business managers to information workers need to have easy access to informative and intuitive reports that combine data from the many data sources throughout the enterprise.
Microsoft SQL Server Reporting Services is a comprehensive, server-based solution that enables the creation, management, and delivery of both traditional, paper-oriented reports and interactive, Web-based reports.
It enables organizations to transform valuable enterprise data into shared information in order to make insightful, timely decisions. Microsoft Dynamics GP expands report-writing flexibility with more than 75 out-of-the box SQL Server Reporting Services reports. In addition, administrators can deploy SQL Server Reporting Services reports using a straightforward deployment wizard.
To make it easy to get started with SQL Server Reporting Services, Microsoft Dynamics GP offers the SQL Server Report Pack, a set of predefined report definition files and sample reports that work with the Microsoft Dynamics GP sample database. These sample reports can be used as templates for designing new reports. Users can take the report definition files and, with only minor configuration changes, have them work against your existing Microsoft Dynamics GP environment.
Another Business Intelligence tool available with Dynamics GP is the Analysis Cubes that offer virtually unlimited ways to look at data.
Analysis Cubes in Microsoft Dynamics GP enables people to take full advantage of SQL Server Analysis Services by providing out-of-the-box preconfigured OLAP cubes. Analysis Cubes provides virtually unlimited ways to look at data with powerful interactive analysis.
Data can then be utilized in a number of different ways: SQL Server Reporting Services can utilize Analysis Cubes as a data source, Office Excel Pivot tables can use a cube as a data source, and the Office Excel Add-in for Analysis Services can be used to build interactive dashboards as well as tailored reports.
Once you have built the reports your business needs, how can you share and maintain these reports across the organization? One way is Microsoft Business Portal.
Microsoft Business Portal gives employees access to the specific information and tasks they need to do their jobs, based on their roles within your company. Roles are user categories that group users with similar job functions.
Role-center pages within Business Portal serve as navigation to groups of role-related items. People can use each role-center page as a starting point to access role-tailored information and tasks. For example, the Executive Center enables key decision makers to obtain high-level information and drill down to details for business metrics.
Crestwood has extensive reporting knowledge and expertise to share with your organization. Contact Crestwood Associates, your Chicago, Illinois, Wisconsin and Indiana source for Microsoft Dynamics GP to see how you can streamline your technology infrastructure and integrate your business processes in order to grow with confidence.
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