Business Intelligence

GPUG Academy

Reporting 101 in Dynamics GP

Monday, October 9
1:00 PM - 5:00 PM
Location: Ryman Studio J located in Ryman Ballroom and Studios (Level 0)

Format: Academy Course
Level: Basic
CPE: 4
Preparation: Please bring a Windows PC to class for the Academy’s hands-on training environment from Visilearn called vConnect.

You've mastered your company's internal processes and data is flowing into your GP system as expected, but are you as good at getting data out of GP as you are getting it in? How many different ways are there to get data out of GP, anyway? Chances are, more than you realize. Join us as we host the first in a series of Academy classes aimed specifically at this critical task. In the first of three levels, we'll get you started in your quest to query & obtain your data by covering the following areas:
•GP Report Options - Managing and retrieving canned reports in GP
•SmartLists - Basics, using reminders, and helpful hints
•SmartList Designer - An introduction to the newest addition to the popular query tool in Dynamics GP 2013
•Navigation Lists - A thorough look, including Business Analyzer in GP 2010 R2
•Office Data Connections - Deploying & managing the out-of-the-box refreshable Excel reports
•SSRS - Deploying & managing additional out-of-the-box via your browser

Learning Objectives: Understand what BI/reporting tools are available with Dynamics GP and how to use them more effectively.

Instructor: Bob McAdam, GPUG

Audience: GP Finance, Support, or Analyst

Level: Beginner

Prerequisites: A basic understanding of GP functionality and structure

Delivery Method: Group Live

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Bob McAdam

GPUG General Manager
Dynamic Communities

Bob is GPUG's General Manager within Dynamic Communities, a fast-growing business management organization that develops and supports Microsoft Dynamics user groups like GPUG. Previously, he spent several years in the Dynamics GP partner channel where he sold, designed, and deployed Dynamics GP solutions in a variety of industries. In addition to GPUG programming, Bob fulfills regular training opportunities in both live & virtual classroom settings for the GPUG Academy and is a member of the Dynamics GP Credentialling Committee at Bob is also a regular contributor to the GPUG Summit Planning Committee, a Microsoft Certified Trainer, a periodic blogger on GPUG Collaborate, and co-host of Enterprise Software Podcast. He serves on the Board of the IAMCP Tampa Chapter as well.

Bob began his Dynamics GP career in 1998. Born and raised in western New York, Bob earned his undergraduate degree from St. Bonaventure University in 1987 and his MBA from Clarkson University in 1992, but permanently relocated to the Tampa Bay area with his family shortly thereafter, where he has been ever since.


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