Having great data is awesome, having meaningful reports built on that data that can drive business decisions and business flow is priceless!
In the first of two sessions we’ll get you started on understanding the various options and which reporting type is best for which business need-scenario.
o Understanding, modifying and running the reports within the GP Product modules• SmartLists
o The premiere way to run reporting internally in Dynamics GPo The basics of finding and queryingo Setting up reminders and ques to make the most of the datao Other tips and tricks for out of the box SmartLists
o GP’s default SmartLists are awesome, but learning to build even more useful reports tailored just for you by using the Designer can add a level of understanding of your financial system as well as the capability to thoroughly research and reconcile
o GP comes with the ability to deploy out-of-the-box SQL Server Reporting Services reports.
These are external to GP and a great way for non-GP users to obtain self service reporting that you can control
o SSRS is also utilized for the internal-to-GP Business Analyzer KPI’s that can be placed on your home screen
o GP also comes with out of the box Excel Refreshable reports that sit external to GP and can be utilized by non-GP users as another self service reporting toolo These are highly effective and dashboarding can be built off of these for some amazingly effective reporting
o Used in conjunction with all of the reporting types mentioned above it is considered a one-stop-shop