INTELLIGENT TECHNOLOGIES, INC’S NEWS & TIPS BLOG

Simplify Your Reporting with Excel Reports in Dynamics GP

Beth Hodge

Beth Hodge, ERP Consultant

August 16, 2018

For years, users have had the ability to connect into Dynamics GP directly from Excel.  However, the only easy connection and therefore the only kind done by non-SQL techs was a direct connection to one GP data table, which very much limited the usefulness of this feature.

But, these days, the GP developers have created many more “user friendly” data views which link the information from several tables together, making it much easier to create reports without being a coding expert. You can find them by going to “Reporting Tools Setup” in GP Dynamics System Setup.

 

Depending on which version of GP you’re using, your window may look slightly different than mine shown below, but the result is the same. You can deploy the Excel reports from within Dynamics GP to a network path and these reports will have a “hot link” to your GP data.  This means that each time you open or refresh a report, it looks at the data and retrieves the information via an “ODC”, or “Office Data Connection.”  In other words, the Excel Report looks directly into the linked GP tables and retrieves results.

Here’s where you deploy the Excel reports in Dynamics GP (if you or your partner did not do this while installing or upgrading your system):

 

Screenshot of Simplify Your Reporting with Excel Reports in Dynamics GP setup

These Excel reports in Dynamics GP use your Windows credentials to retrieve data, so here are a few important things to remember:

  1. You must have the necessary security to run them, meaning you have permissions for the location on the network, as well as SQL permissions for the data.
  2. You will need to enable the external content from within Excel.

Once you’re setup, you will have a LARGE number of reports to check out. They are organized by GP company, then by module.  Here’s an example of the deployed reports.  Basically, the system deploys a report for each of the default SmartList favorites it creates upon installation:
 

screenshot showing the list of available Excel reports in Dynamics GP

While these reports are nice and many are very useful as-written, frequently clients need the information tweaked for their own specific needs.  Adding information to these Excel reports in Dynamics GP is usually a fairly quick task, as long as the desired additional data is already linked or easy to link in.  It’s a matter of modifying the ODC and possibly adding a new SQL view to your SQL installation.

 

Need help with this?

 

The Dynamics GP reporting experts at Intelligent Technologies, Inc. can help!  Whether you need Excel report modifications, assistance with report deployment or setting permissions, we’ve got you covered!

Contact us to get started using Excel reports in Dynamics GP.

Other Posts You May Enjoy

Dynamics GP User Types Explained

To help its customers pay for only what they need, Microsoft offers a few different Dynamics GP user types. But deciding which is best for your business can be difficult. Our experts come to the rescue with a no nonsense guide that explains what each user type does and who needs it.

Simplify Your Reporting with Excel Reports in Dynamics GP

Did you know that Dynamics GP offers a bunch of out of the box Excel reports? These are really useful if you love Excel’s reporting capabilities, but don’t have the coding know how to manipulate your GP data. Learn how to how to setup Excel Reports in Dynamics GP.

Dynamics GP Web Client: Keeping Afloat After Disaster

For one of our clients, disaster struck when they least expected it, destroying their computers and making it nearly impossible to access Dynamics GP. Don’t let this happen to you! Learn how the Dynamics GP Web Client can help prepare your business for the unthinkable.

Case Study: Intelligent Technologies Tackles an Accounting Predicament with Dynamics GP

See how Dynamics GP customization helped a popular restaurant franchise grow from 7 locations to 25 while only adding a part time accountant to its staff. Plus. increased visibility into the company’s performance allows management to make smarter, faster decisions.

Get More Out of Microsoft Dynamics GP 2018 New Features

Microsoft Dynamics GP 2018 came with a ton of new features. In this blog post, our experts share a few of their favorite additions to Microsoft Dynamics GP 2018. These include new sorting options to help you find transactions fast, a more robust document attach feature, 3 new Workflows and more.