Tip of the week from Brenda Hopkins – Week 5

Free Your Data with Excel Reports



The new Excel reports in Microsoft Dynamics GP 10 are really pretty cool and you don't need MOSS 2007 to use them. You can use a network share to let your organization use the Excel reporting features.



To setup the default reports you need to do 2 steps, deploy the connector and deploy the reports.

In GP 10 pick Microsoft Dynamics GP >Tools-Setup > System > Reporting Tools Setup.

Step 1 - Go to the Data Connections Tab

• In the System Level Data connections box enter a shared network location to deploy the connectors to.
• Do the same thing for the User Level Data connections. This can be a local directory.
• Check Enable Data Connection Deployment.
• Check Deploy Data Connections for all existing companies if you want to run Excel reports off all your companies. Otherwise, when you deploy, you'll have to pick a company.

Click Run Deployment and Print to the screen the reports for review

Step 2 - Go to the Reports Library Tab

In the System Level Reports box enter a shared network location to deploy the reports to, this is where users will access the shared excel reports and network security can applied to this folder.

Do the same thing for the User Level Data connections. This can be a local directory.

• Check Enable Excel Report Deployment.
• Check Deploy Excel Report for all existing companies if you want to run Excel reports off all your companies. Otherwise, when you deploy, you'll have to pick a company.

Click the Run Deployment button and Print to the screen the report to view.

How to access the Shared Excel Reports

1. You can navigate to the shared location on the Network and open one of the Excel reports.
   
2. Within Dynamics GP, go to the Navigation Pane on the lower left and pick Administration. Click on Other Reports and wait for them to load.

Pick a report and double click it or Click on VIEW. The report opens nicely (and quickly in Excel).
You may need to enable data connections. If a box pops up, enable data connections and proceed on.

In Excel 2007 the report shades every other row and provides filter handles on each column.