Juliet Constantino
Juliet Constantino

Display Unit Price and Gross Profit along with Item Master Data (in Dynamics GP)

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 data is stored in a … Read more

Read More…

Webinar
Lauren Christoff
Lauren Christoff

Webinar: Advanced Topics in Management Reporter (MR)

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 Report Statement Of Cash Flows … Read more

Read More…

Regular Expressions in Acumatica
Juliet Constantino
Juliet Constantino

View Historical Transactions with Negative Amounts Based on Document Types (in SmartList Designer for Dynamics GP)

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 for a vendor. However, the … Read more

Read More…

Smartlist builder in Dynamics GP
Juliet Constantino
Juliet Constantino

How to Create a SmartList in Dynamics GP that Displays the Correct Email Address

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 column-based (meaning Excel-friendly). In … Read more

Read More…

Learn Power BI Dashboards
Jen
Jen

Learn Power BI the Easy Way

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 your content in dashboards, reports, … Read more

Read More…

Security
Sean Casey
Sean Casey

What Security Reports Should I Use for Auditors for Dynamics GP?

We often receive calls from our clients when auditors want to review security. Microsoft Dynamics GP offers several security reports you can run for audits. How to print the Dynamics GP security reports Go to Reports>System>Security. In this window, you’ll see the list of available reports. The most common reports that auditors look for are: … Read more

Read More…

Dashboards
Joel McDonnell
Joel McDonnell

Dashing to Dashboards in Acumatica

We recently shared some tips on Acumatica’s powerful dashboards and presented a webinar on the new features in Acumatica 2017 R2 with the new modern user interface.  While dashboards are powerful reporting tools that can provide great insight into financial and operational areas, access to a dashboard requires the same consideration as any other screen or … Read more

Read More…

Tablet with dashboard
Melissa Paglia
Melissa Paglia

Use SSRS to Save Time Getting Dynamics GP Reports for Your Audits

Most people export a .csv file of their Trial Balance Detail report right from Microsoft Dynamics GP for their audit team.  However, you usually end up spending more time than you would like cleaning it up, re-formatting, and manipulating it first.  Sound familiar? Here’s an easy solution: Export using SSRS Instead of exporting from Dynamics GP … Read more

Read More…

Acumatica Dashboard
John Cooper
John Cooper

Acumatica Dashboards Made Easy

Dashboards can be a powerful reporting tool, based on any information within the Acumatica system.  They are visually pleasing and easy to see the data important to you.  Acumatica dashboards are generally made up of one or several widgets, which are a report of some kind.  You can also configure several different dashboards and they … Read more

Read More…

Tablet with dashboard
Jen
Jen

Getting Started with Microsoft Power BI

An easy to follow guide for beginners and end users – like me! 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 have a … Read more

Read More…

Mary Lenehan
Mary Lenehan

Don’t Miss GPUG Amplify – March 20-21, 2018 | Chicago, IL

I’m excited and honored to be presenting “Explore Your GP Reporting Options” session at the upcoming GPUG Amplify conference in Chicago on March 20, 2018. I invite you to join hundreds of other leaders and learn more about Reporting, Functional, and Executive Leadership with Dynamics GP at its focus. Amplify is the annual conference sponsored … Read more

Read More…

Brandon Richards
Brandon Richards

Management Reporter (MR) and Dynamics GP Legacy Connection – Caution When Importing a New Company

CAUTION – If you’re using MR with the Legacy connection to Microsoft Dynamics GP, when importing a NEW company to MR, be careful.  You want to make sure you check the boxes for “Skip Import” for all the existing companies that are setup if you are using multiple Building Block Groups (also known as Specification … Read more

Read More…