If you are new to using Microsoft Dynamics GP, the sheer number of built-in reports can be overwhelming. Often users don’t know which reports to use and the differences between the multiple options listed. This post (and the associated How-To Guide) will walk you through some of the most frequently used reports as well as some lesser known “gems”.
First things first, do you know how many reports are included with Microsoft Dynamics GP? We did a quick check and depending on the modules you have installed, it is almost 400 reports!
The “How-To” guide will cover:
- Using Navigation Lists to find Reports - The best place to look at all available reports.
- Using My Reports – Navigation Lists that only include “Your Favorite Reports”.
- Best practices for setting up “Report Options”
- Date Ranges – Using Named Dates vs. Manually Entered Dates.
- The best reports to use for Month-End Close.
- The must have report for a major Security issue!
- Report Groups
We wanted to start with the Built-In GP reports in this series. Many users ask for reports to be built outside of GP because they don’t know how to use find or use the ones that are included in the system! One of the main reasons you need to know how to use the Built-In reports is that a lot of testing and coding has been done to allow for Historical balances!
Next time we will talk about using SmartList to quickly find data!
Welcome to the Dynamics GP User Group [GPUG], we’re so glad you’re here! While we realize you may be here to troubleshoot a technical issue or simply learn new tips and tricks, we’d love the chance to share with you the incredible benefits the User Group has to offer [and don’t forget, if you’re interested in an incredible in-person learning opportunity - join us in Nashville for our Summit event]!