Tag: Reports

Leverage Your GP Reports Outside of GP!

Did you know that Microsoft Dynamics GP comes with around 260 SQL reports ready to be used? These reports can be used right out of the box and they don’t require any modifications. Imagine if you could make these reports available to non-GP users; just put them on your company’s internal website; or build an iframe in CRM and display GP data inside CRM. Well, you can do all of this and more if you manage to get these reports out of GP. The way to do this is to deploy them to SQL Server Reporting Services.

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November 16, 2015

Visualizing your Financial Statement with a Waterfall Chart

In July, Microsoft introduced six new chart types that will be available as part of Office 2016. Today, I’m will show you how to take advantage of the waterfall chart, one of the most popular visualization tools used in small and large businesses by modifying Dynamics GP’s Excel Financial Dashboard with Excel 2016 to add a Waterfall chart.  A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values and is very useful in analyzing an income statement.  

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August 19, 2015

5 Ways to Speed up BI360 Reports

Regardless of the report writer you are using, the most commonly asked question is, “How can I get my reports to print faster?” There are some options in the build of the reports that can help with performance.  Here are my top five ideas on how to get your BI360 reports in running time!

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October 2, 2014

Custom CRM Reports with External Data

Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.

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October 2, 2014