Reporting 101 in GP - Report Options, SmartLists, and More! (Monday)

Monday, October 14

8:00 AM - 12:00 PM

Location: Bonaire 6 - Caribe Royale

CPE Credits: 4

Level: Basic

Instructor(s)

Shannon Mullins, MAcc

Microsoft Practice Director
Kraft Enterprise Systems

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.

The Agenda will be:
• Internal GP Report Options

o Understanding, modifying and running the reports within the GP Product modules

• SmartLists

o The premiere way to run reporting internally in Dynamics GP
o The basics of finding and querying
o Setting up reminders and ques to make the most of the data
o Other tips and tricks for out of the box SmartLists

• SmartList Designer

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

• SSRS

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

• Excel Refreshable Reports

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 tool
o These are highly effective and dashboarding can be built off of these for some amazingly effective reporting

• Navigation Lists

o Used in conjunction with all of the reporting types mentioned above it is considered a one-stop-shop

Learning Objectives: Understand what reporting tools are available out of the box with Dynamics GP. Understanding which tool is best for which business need and how to utilize them more effectively to drive research, reconciliation and key business decisions.

Instructor: Shannon Mullins

Audience: GP Finance, Support, or Analyst

Level: Beginner

Prerequisites: A basic understanding of GP functionality and structure

Preparation: The detailed instructions for connecting to the lab environment will be sent one to two days prior to class. Students will need a laptop and will attend the course in person, and will use an online connection for the lab environment. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions.

Delivery Method: Onsite

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.