Last month, our team at Crestwood Associates hosted a webinar that packed the virtual room. Folks were logging in early, firing off questions in the chat, and sticking around for the full hour. The energy was real, and it got me thinking: why not turn that conversation into something you
An easy to follow beginner's guide to reports & dashboards This guide is designed for end users like me, to help you to get up and running with Power BI. Maybe you’ve heard of Microsoft Power BI and even tried playing around with it. However, I find if you don’t
Data is often hailed as the new oil—a valuable resource that, when refined and utilized correctly, can fuel business growth and innovation. However, merely collecting data isn’t enough. The real power lies in transforming raw data into actionable insights that drive strategic decisions. Let’s review the importance of data-driven decision-making,
In a recent incident, our client encountered a ransomware attack when their employee clicked into a phishing email and it was swiftly addressed proactively by our Cloud Services team. Ransomware attacks can be a significant threat to any organization, but with the right measures in place, they can be effectively
Financial management software provides businesses with a full array of accounting functions to record daily financial operations and generate quarterly and annual financial statements. It also provides tools for reporting, analysis, budgeting and planning. But do you really want reams of reports? No. What you really want is data. The
Today we get a little technical! This blog will walk you through how to add a new report to any form in Acumatica. We will use the Sales Order form as an example. Note on using the Workflow Engine: The steps below are applicable for forms supporting a new workflow engine. Since
Wednesday, July 14, 2021 11:00 AM - 11:45 AM (CDT) Register Here There is no shortage of options for reporting in Microsoft Dynamics 365 Business Central! You have plenty of out-of-the-box reporting features (including techniques as simple as using filters!), or you could use Microsoft Excel report templates, RDL
THE most powerful tool for business insights on the market right now is a big part of Microsoft’s Power Platform: Power BI. But what is Power BI used for? With Power BI (which stands for “Business Insights”), you can leverage your data to easily build reports and dashboards with interactive
Microsoft SQL Server Reporting Services (“SRS” or “SSRS”) have been around for the better part of two decades, first hitting the streets in early 2004. Over the past 16+ years, many articles and blog posts have been written about passing multi-value parameters between reports using a combination of the JOIN
What Happened? Many users are reporting a problem with Microsoft Dynamics GP after the latest update: when you attempt print using Report Writer reports, black boxes instead of images appear on the reports. The following Windows updates (all from March) were affected: "KB5000808" "KB5000809" "KB5000802" "KB5000803" "KB5000812" "KB5000822" This only
This event has passed, but you can still watch! View Recording Here! Everyone loves a reporting webinar! Join us for an hour of free, basic SQL Server Reporting Services (SSRS) training. Yes, you too can learn to create, edit, and deploy SSRS reports. Billy Schroeder of Crestwood will walk
Thursday, May 7, 2020 - 11:00 AM - Noon (CST) Register here! Get MORE from your Dynamics GP reports. This webinar is great for people new to MR or who want to start creating their own reports. Later in the year, we'll host an Advanced MR Training webinar to follow
SmartList Designer Tips The next SmartList Designer tip is for the inventory module in Microsoft Dynamics GP. When you view the item master data view that comes out of the box, some fields like unit price and gross margin aren’t available to display as a column. This is because that
Wednesday, October 30th, 2019 11:00 AM - Noon (CST) Register Here! You've attended our "MR Basics" webinar; now join us for the advanced class! Join Crestwood for a FREE 60 minute session on Advanced Topics in Management Reporter. In this webinar you will learn: Using the Report Wizard Forecast
Dynamics GP Reporting Tips & Tricks Date: Wednesday, September 25th, 2019 Where: Civic Opera House, 20 North Wacker Drive, Suite 2005, Chicago, IL 60606 Time: 8:00 am - 11:00 am (Presentation to start 8:45 am sharp) Register Here! Join us for a free breakfast and get inside tips and
SmartList Designer Tips Next in our series of SmartList Designer blogs, we'll look at optimizing a basic purchasing SmartList. (If you need a refresher on SmartList Designer, or missed the first blog, you can find it here.) Let's say that a purchasing manager wants to view all the historical transactions
SmartList Designer Tips for Dynamics GP As most Microsoft Dynamics GP users know, with every version of the system comes with the advanced reporting tool called SmartList. Out of the box, SmartList has several pre-made reports to choose from, all of which pull directly from your Dynamics GP tables, and
Are you interested in Power BI? Maybe you’re wondering what it can do for your business and Dynamics GP data? We recommend starting with this Microsoft self-paced, hands-on learning tutorial, “Explore what Power BI can do for you.” You will learn: Understand Power BI service basic concepts and terminology. Find
Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL! Management Reporter (MR) in Dynamics GP is known for the valuable financial data it can offer
One of the most commonly asked questions from my Microsoft Dynamics GP customers is – how do I see how much I paid a certain vendor by GL account? For example: if you need to see all the legal fees paid to several different law firms, where do you go
Thursday, February 7th, 2019 at 11:00 AM - Noon (CST) Register Here! Finally, a reporting system that gives you a comprehensive view of your accounting system at a reasonable price. What if you could replace both Management Reporter and SmartList with a single, flexible and intuitive tool – and
Tuesday, October 9, 2018 10:00AM - 11:00AM (CST) Register Here! Just in time for year-end... you do not want to miss this one! Join Gianmarco and Shane of Reporting Central as they demonstrate two extremely useful tools: The Closer and The Corrector. Both were designed with your month-end, quarter-end,
Are you tired of presenting a mountain of crucial, relevant data and seeing eyes glaze over? Data is easier than ever to gather, and much of it is critical to tracking the success of current initiatives and planning future ones. As many of us learn the hard way, data alone
Something we have all probably struggled with is finding which fields to use on our report in Acumatica. As an Acumatica developer, I’ve learned lots of time-saving tricks. Here’s the quickest way to find the field you need: Use the inspect element to bring up the field name in the
