Dynamics GP has reporting tools for different user needs and there are various ways users can get data out of GP. The reports allow you to pull important data and generate reports to view the data in different ways. The following are the most common reporting tools available for Dynamics GP that I recommend to clients:
- Dynamics GP Reports
- SmartList Designer
- Excel Refreshable Reports
- SQL Server Reporting Services (SSRS)
- Word Templates
- Management Reporter
- Third-Party Solutions
From January through to June, we had a webinar series focusing on Dynamics GP reporting tools. The recorded sessions are included below.
Dynamics GP Reporting Tools
Dynamics GP Reports
During this recorded webinar, we discuss reporting in Dynamics GP using Report Writer. Learn about option pages, date settings, using ‘My Reports’, and printing destinations. Report Writer is a tool you can use to create, modify, and customize reports.
SmartLists are available out of the box in Dynamics GP and are a powerful and flexible reporting tool. During this webinar recording, learn about some SmartLists features such as saving a favourite for yourself or everyone, adding columns, go to’s, and how to use SmartLists for exception reporting. We discuss how to setup default lists, using the search, and briefly touch on destinations such as printing and Excel.
SmartList Designer allows users to modify existing or create new SmartLists, link two SmartLists together, export data into Excel, and create new Excel Refreshable Reports. In the webinar recording below, learn how to add multiple SmartLists together, include additional permanent filters, and how to eliminate VLOOKUPs between Excel sheets.
Excel Refreshable Reports
Excel refreshable reports have the same functionalities and features as Excel, but the data links directly to the real-time data within Dynamics GP. The main thing about Excel reports is its speed; users can get the data out very quickly. Users do not require a Dynamics GP license to run an Excel report.
During this recorded webinar, we discuss how you get access to the Excel reports either from within Dynamics GP or through Excel, how to add fields to existing Excel reports, how to add single or multiple tables, SQL views, and how to put SQL query restrictions on using the ‘where’ clause.
SQL Server Reporting Services (SSRS)
SSRS offers a full-range of tools that allows you to create, deploy and manage reports for your company; it offers comprehensive reporting functionality for multiple data sources. With SSRS, you can create interactive, tabular, graphical, or free-form reports from relational, multidimensional, or XML-based data sources. Reports can include rich data visualization including charts, maps, and sparklines.
During this recorded webinar, we discuss SSRS reports and how to get Dynamics GP reports in an extractable form, as well as walk through how to make some minor changes using Report Builder.
Word Templates are extensions of Report Writer reports with the added benefit of visualization to meet your company’s formats and standards. Word Templates give users the ability to create cleaner, more professional looking reports right out of Dynamics GP, maintaining the same functionalities and features of Word. Dynamics GP comes with a template generator that allows users to create Microsoft Word Templates for any Dynamics GP report or additional products.
Management Reporter is a reporting application used to create, maintain, deploy, and view financial statements. It allows you to create a variety of financial statement reports and show the data the way you want it shown, pulling directly from Dynamics GP.
During this recorded webinar we explain how to create reports using Management Reporter and you’ll learn how to use rows, columns, trees, and setting report configurations.
Please note that Management Reporter will only be available until 2026.
Jet Reports for Dynamics GP offers a suite of reporting and business analytics solutions that are embedded inside the familiar Excel environment to create custom layout reports from any GP data, including third-party add-ins and external SQL sources. Jet Reports is an Excel add-in that can be used to replace Management Reporter.
See our Jet Reports Financial Reporting for Dynamics GP webinar recording to learn more about Jet Reports.
Please contact us if you have any questions about Dynamics GP reporting tools.
Webinar - Dynamics GP Coffee Break | Using and Enabling Document Attach
Find out how to setup and use Document Attach, how to attach document transactions, and how to properly store and view documents.
9:00 am – 9:25 pm PST
Webinar - Enabling Document Attach in GP
9:00 am – 9:25 pm PST