CRGroup Tips & Tricks: Smarter than SmartList

Did you know that predefined Excel reports are available with Microsoft Dynamics GP2010 & 2013?

Excel reports allow users to get up-to-date data from Dynamics GP without ever having to log into Dynamics GP. The reports are free and very easy to deploy.

Best practice: Deploy your Excel reports to a shared folder and be sure to apply appropriate network security to that folder so all users (GP and non-GP) can open the reports and access the information they contain.

To Deploy Excel Reports:

Go to Microsoft Dynamics GP > Tools > Setup > System > Reporting Tools Setup.
Click Excel Report.
From the Location drop-down, select Network Share.
Define the Location for System Level Reports Directory.
Define the Location for User Level Reports Directory.
Select the Company from Deployment Options.
Click Deploy Reports.

Next, close Dynamics GP and browse to the folder you defined during deployment. You will see two folders:

Data Connections
Reports

Double-click the Reports folder and you will see a folder with your company name.
Double-click your company folder and you will see a folder for all Dynamics GP Modules.
Double-click any folder (e.g., Financial).

You will see Excel reports related to the module (e.g., for the Financial module you will see the following reports):

Double-click any report (e.g., Account Transactions Default.xlsx) and Excel will open that report for you. Note: If you get the security warning error, click Enable Content.