Book Image

Real-world Business Intelligence with Microsoft Dynamics GP

Book Image

Real-world Business Intelligence with Microsoft Dynamics GP

Overview of this book

Table of Contents (20 chapters)
Real-world Business Intelligence with Microsoft Dynamics GP
Credits
About the Author
Acknowledgments
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Sharable aged trial balance


This is by far the most common report we are asked to deliver in Excel. Every AP department uses this report to help determine which vendors need to be paid and which vendors need attention. It's also a favorite request of the auditors. There is a nice version of this report in GP; however, it requires being logged in, and it's not (easily) exportable to Excel. We see many organizations wanting this report in Excel, so they can use Excel features to review large amounts of data effortlessly.

Brief background of the company

This report is for all companies. It allows sharing the ability to generate an aged trial balance, regardless of who can and cannot log into GP.

Pain or goal defined

It is difficult to set up GP so that the aged trial balance can print in a format that is easy to read and export to an Excel worksheet, as well as in a format that allows for Excel slicing and dicing.

The goal is to share an Excel report with those who do not have access to GP.

BI and...