Business Intelligence

GPUG Academy

Reporting 201 in Dynamics GP - SmartList Builder and Excel Report Builder (repeat) (SOLD OUT)

Tuesday, October 10
1:00 PM - 5:00 PM
Location: Ryman Studio M 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

Shannon M. Mullins

Implementation Consultant
InterDyn Artis

Hi Everyone!

I call Idaho Falls, Idaho my hometown, though as a kid we moved a lot between the east and west coast for my Dad's job in the Navy. I currently call Charlotte, NC my home and have lived here for 3 years. I moved from Tampa, FL where I worked for 12 years prior to my move.

I have a Bachelor's Degree in Accounting as well as a Master's of Accountancy. I have worked in private accounting as an accountant, accounting manager, and controller for 16 years. When I moved to Charlotte, I decided to get out of the routine of private accounting and try something new. I took a position with InterDyn Artis in Charlotte as an implementation consultant for Microsoft Dynamics GP and have loved it since. I love reporting and database queries as well as teaching others how to use GP! I have been using GP since it was actually called Great Plains, if you can remember that far back!

In my spare time, you can find me at 9Round gym, in the mountains, or on the beach with my guys! I love traveling and am always dreaming of new vacations!

I look forward to meeting you all at Summit!


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Reporting 201 in Dynamics GP - SmartList Builder and Excel Report Builder (repeat) (SOLD OUT)

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