Business Intelligence

GPUG Academy

Reporting 201 in Dynamics GP - SmartList Builder and Excel Report Builder

Tuesday, October 10
8:00 AM - 12:00 PM
Location: Ryman Studio G located in Ryman Ballroom and Studios (Level 0)

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

Our series of BI/reporting classes for Dynamics GP continues with the second of three sessions. In this "201" class we'll delve into "The Builders" series that comes with the SmartList Builder license. This course is open to any GP user, and is an elective for the PCAP program and the PCAR program.

This deep look at the Builders will help you get even more data out of your system, on your terms, by spending time and working examples in the following areas:
•Table Structures within GP and which tables you'll likely leverage the most
•Deployment of GP's standard Office Data Connections
•Compiling new SmartList queries via SmartList Builder
•Supplementing the Refreshable Excel Workbooks with the Excel Report Builder
•An introduction to the Navigation List Builder

SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. We'll review how you can query more data in more ways with SmartList Builder, which gives you access to all the information that you capture, enabling you to create your own custom SmartLists. You'll see how useful SmartList Builder and Microsoft Office Excel 2007 working together can be, and further add to your Business Intelligence capabilities and provide your users with valuable insight with an overview of Navigation List Builder.

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

Audience: GP Finance, Support, or Analyst

Level: Beginner

Prerequisites: A basic understanding of GP functionality and structure

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live

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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