Did you know that there are 260+ out-of-the-box reports available in the Microsoft Dynamics GP – Human Resources module?

Some cool facts about these reports:

  • The reports can be printed using the Reports option.
  • Some reports can be printed during procedures. For example, the Employee Orientation Checklist – Detail report can be printed when entering employee orientation information by choosing Print in the Orientation Checklist window. 
  • The Smart List option can be used to print or create new ad-hoc reports above and beyond the 260+ reports included with the module.
  • The SmartList Builder, Excel Reports Builder and SSRS are also fantastic tools to create ad-hoc / new reports in the Human Resources module.

Here is the complete list of reports available in the Human Resources module of Dynamics GP.

Attendance reports 

Reports >> Human Resources >> Attendance
  • Accrual Codes
  • Accrual Codes Detail
  • Accrual Schedules
  • Accrual Schedules Detail
  • Attendance Analysis
  • Attendance Average, Percentage
  • Attendance Averages
  • Attendance Detail
  • Attendance Percentage
  • Attendance Vacation
  • Employee Attendance Detail
  • Employee Attendance Summary
  • Employee Yearly Accrual Summary
  • Linked Codes

Applicant reports 

Reports >> Human Resources >> Applicant
  • Applicant Archive
  • Applicant Color Code
  • Applicant Cost Notes
  • Applicant Costs
  • Applicant Data Sheet
  • Applicant Education
  • Applicant Education Notes
  • Applicant Extra Fields Report
  • Applicant History List
  • Applicant Labels 2×10
  • Applicant Labels 2×10 Zip Sort
  • Applicant Labels 2×7
  • Applicant Labels 2×7 Zip Sort
  • Applicant Labels 3×10
  • Applicant Labels 3×10 Zip Sort
  • Applicant List
  • Applicant Notes
  • Applicant Summary
  • Applicant Test Notes
  • Applicant Tests
  • Applicant Without Letter Sent
  • Applicant Work History
  • Applicant Work History Notes
  • Applications
  • Interview Form
  • Interview Form Blank
  • Interview Notes
  • Interview Type Notes
  • Interview Types
  • Interviews
  • Phone Letter
  • Position History
  • Reference Notes
  • References
  • Referral Source
  • Reject Letter

Benefit reports
Reports >> Human Resources >> Benefits

  • Beneficiary Information
  • Beneficiary Information (Text)
  • Benefit Copay Basic
  • Benefit Copay Basic (Text)
  • Benefit Copay Enrollment
  • Benefit Copay Enrollment (Text)
  • Benefit Copay Setup
  • Benefit Copay Setup (Text)
  • Benefit Dependents
  • Benefit History Detail 1
  • Benefit History Detail 2
  • Benefit Letter
  • Benefit Letter Paperwork
  • Benefit Payroll
  • Miscellaneous Benefits Setup
  • COBRA Actual Recipients
  • COBRA Balance Statement
  • COBRA Initiate history
  • COBRA Potential Recipients
  • COBRA Qualifying Beneficiaries
  • Compensation Summary
  • Employee FMLA Balances
  • Employee FMLA Balances (Text)
  • Employees on FMLA
  • Employees on FMLA (Text)
  • Enrollment by Benefit
  • Enrollment by Employee
  • Family Medical Leave Act
  • Family Medical Leave Act (Text)
  • FMLA Balance Statement
  • FMLA Balance Statement (Text)
  • Health Insurance Setup
  • Investment Setup Report
  • Life Table
  • Retire and Invest Allocations

Cross-Company reports

Reports >> Human Resources >> Cross-Company
  • Archived Employees
  • Emergency Contacts
  • Employee Address Change
  • Employee Anniversary
  • Employee Birthdays
  • Employee Detail 1, 2 and 3 reports
  • Employee Earnings History
  • Employee Education
  • Employee Education Notes
  • Employee Extra Fields
  • Employee Hire Dates
  • Employee History
  • Employee History Notes
  • Employee List
  • Employee Notes
  • Employee Point In Time
  • Employee Positions
  • Employee Redlined Status
  • Employee Service by Hire Date
  • Employee Skills
  • Employee Summary
  • I-9 Renew List
  • Phone Directory
  • Position Pay Code Linkage
  • Requests for Position
  • Separated Employee
  • Transfer Notes
  • Transfer Requests
  • Skill Set Certifications
  • Skill Expiration
  • Train Emps by Skill Set
  • Applicant Tests
  • Employee Tests
  • Test Notes
  • Class Employees Not Enrolled
  • Class Enrollment
  • Class Enrollment Summary
  • Class Schedule
  • Class Required for Position
  • Courses List
  • Employee by Skill Set
  • Employee Classes
  • Employee Position Req. Classes
  • Employee Skills Certification
  • Incomplete Pos. Req. Classes

Discipline reports

Reports >> Human Resources >> Discipline
  • Discipline List
  • Discipline Offense Notes
  • Discipline Points for All
  • Discipline Points for Employee
  • Discipline Stage Notes
  • Discipline Summary

EEO reports

Reports >> Human Resources >> EEO
  • Applicant EEO Class Detail
  • Applicant EEO Class Summary
  • Applicant EEO Reports (all)
  • Applicant Position EEO Detail
  • Applicant Position EEO Summary
  • Applicant Req. EEO Detail
  • Applicant Req. EEO Summary
  • EEO 1 Headcount Detail
  • EEO 1 Summary
  • EEO 4 Detail
  • EEO 4 Summary
  • EEO 4 Summary Other
  • EEO Reports (all)
  • EEO Termination Detail
  • EEO Termination Summary

Employee reports
Reports >> Human Resources >> Employee

  • Archived Employees
  • Emergency Contacts
  • Employee Address Change
  • Employee Anniversary
  • Employee Birthdays
  • Employee Detail 1
  • Employee Detail 2
  • Employee Detail 3
  • Employee Earnings History
  • Employee Education
  • Employee Education Notes
  • Employee Extra Fields
  • Employee Hire Dates
  • Employee History
  • Employee History Notes
  • Employee List
  • Employee Notes
  • Employee Point In Time
  • Employee Positions
  • Employee Redlined Status
  • Employee Service by Hire Date
  • Employee Skills
  • Employee Summary
  • I-9 Renew List
  • Phone Directory
  • Position Pay Code Linkage
  • Requests for Position
  • Separated Employee
  • Transfer Notes
  • Transfer Requests
  • Vets 100

Injury reports

Reports >> Human Resources >> Injury Report
  • Injury Cost Summary
  • Injury List
  • Injury Notes
  • Injury Notes
  • Not Filed Workers’ Comp
  • Open Workers’ Compensation
  • OSHA 300
  • OSHA 300A
  • OSHA 301

Miscellaneous reports
Reports >> Human Resources >> Miscellaneous
  • Card Catalog
  • HR Salary Matrix Tables
  • Labels 2×10
  • Labels 2×10 zip
  • Labels 2×7
  • Labels 2×7 zip
  • Labels 3×10
  • Labels 3×10 zip
  • To Do Personal Report
  • To Do Report

Organization reports
Reports >> Human Resources >> Organization

  • Company Extra Fields Report
  • Department Extra Fields Report
  • Department List
  • Department Notes
  • Division Detail
  • Division Extra Fields Reports
  • Division List
  • Division Notes
  • FTE Headcount With Employees
  • FTE Headcount Without Employees
  • Location Detail
  • Location List
  • Organization Tree
  • Position Detail
  • Position Extra Fields Report
  • Position Job Description
  • Position Job Description Text
  • Position List
  • Position Notes
  • Position Salary List
  • Supervisor List
  • Supervisor Notes

Organization Orientation reportsReports >> Human Resources >> Orientation

  • Emp Orient Checklist Detail
  • Emp Orient Checklist Detail txt
  • Emp Orient Checklist
  • Emps Not Comp Orient Detail
  • Emps Not Comp Orient Detail txt
  • Emps Not Completed Orientation
  • Orient Checklist Detail
  • Orient Chklist Detail txt
  • Orient Checklist
  • Orient Notify Payroll
Requisitions reports
Reports >> Human Resources >> Requisition
  • Requisition Costs
  • Requisition Detail
  • Requisition List

Review reports  Reports >> Human Resources >> Reviews

  • Employee Review Form
  • Employee Review Form Blank
  • Employee Review Form Text
  • Review History
  • Reviews Due
  • Reviews Due Date

Skill reports 

Reports >> Human Resources >> Skills
  • Skill reports Skill Set Certifications
  • Skill Set Listing
  • Skill Expiration
  • Train Emps by Skill Set

Termination reportsReports >> Human Resources >> Termination

  • Term Checklist Detail txt
  • Term Checklist Form – Detail
  • Term Checklist Form – Detail txt
  • Term Exit Interview Blank
  • Termination Checklist
  • Termination Checklist Detail
  • Termination Checklist Form
  • Termination Exit Interview
  • Termination Notes
  • Turnover Periods Analysis
  • Turnover Rate

Test reports
Reports >> Human Resources >> Tests

  • Applicant Tests
  • Employee Tests
  • Test Lists
  • Test Notes
Training reports Reports >> Human Resources >> Training
  • Class Employees Not Enrolled
  • Class Enrollment
  • Class Enrollment Summary
  • Class Schedule
  • Classes Required for Position
  • Courses List
  • Employee by Skill Set
  • Employee Classes
  • Employee Position Req. Classes
  • Employee Skills Certification
  • Incomplete Pos. Req. Classes

Union reports Reports >> Human Resources >> Union

  • Grievance Notes
  • Grievance Stage Notes
  • Union Employee Detail
  • Union Employee Notes
  • Union Employee Summary
  • Union Grievance
  • Union Grievance Stages

For more information about Microsoft Dynamics GP, please contact us.

Stay tuned for the next tip……


 

 
This CRGroup tip was written by:
Mansoor LakhaniMansoor Lakhani
MBA(MIS), MCS, MCTS, MCBMSS, MCBMSP
Senior Business Solutions Consultant
Corporate Renaissance Group