Our next step is to run an Excel report. These reports can be run from Dynamics GP 2016, or they can be directly opened in Excel 2016. We will look at both these options.
To run an Excel report from within Dynamics GP, follow these steps:
In the navigation pane on the left-hand side, click on Financial. The list pane above will change to show financial items.
In the list pane, click on Excel Reports.
In the navigation list in the center, select TWO AccountSummary Default. Make sure that you select the Option column's options that includes Reports:
Note
Options that contain the word Reports open Excel reports. Options with Data Connections in the string indicate the data connector to build a new report, not an actual report. You can limit the Excel reports list to just Reports or Data Connections with the Add Filter button just above the Excel reports list.
Double-click on the TWO AccountSummary Default item.
We disabled the security warning earlier, but...