Pre/Post Conference Academy

Pre/Post Conference Academy

Post-Conference Academy - Reporting 201 in GP - SmartList Builder and Excel Report Builder

Thursday, March 22
8:00 AM - 12:00 PM
Room: Analysis

Format: Pre/Post Conference Academy

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 Dynamics GP user.

This comprehensive 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 (refreshable Excel workbooks)
Compiling new SmartList queries via SmartList Builder
Supplementing the Refreshable Excel Workbooks with the Excel Report 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.

Instructor: Bob McAdam, GPUG GM

Audience: GP Finance, Support, or Analyst

Level: Beginner

Prerequisites: A basic understanding of GP functionality and structure

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

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 DynamicsPro.org. 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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