3 Basic Tips for Microsoft Dynamics GP Reporting and SmartLists
Read Dynamics GP consultants Jeff Smith & John DeHaven presentation on 3 tips as part of their “Getting More out of Dynamics GP: 50 Tips in 50 Minutes”
Read Dynamics GP consultants Jeff Smith & John DeHaven presentation on 3 tips as part of their “Getting More out of Dynamics GP: 50 Tips in 50 Minutes”
Table of Content
Ohio Microsoft Dynamics GP consultants Jeff Smith and John DeHaven presented these three tips as part of their “Getting More out of Dynamics GP: 50 Tips in 50 Minutes” presentation at Aspire, the annual conference held by Ohio Dynamics Partner, Socius.
These are basic level tips for Microsoft Dynamics GP (formerly Ohio Microsoft Great Plains) users:
Rename SmartList Columns
If you don’t like columns in your SmartList to have names like ATYALLOC, simply rename them.
Impose Order with Multiple Sorts
SmartList lets you sort by clicking on the column title. To sort by multiple columns:
Ease Printing with Report Groups
Report groups let you add multiple reports to a group and then print them all at once. This feature is especially useful for month end reports.
*It is best to use settings like “Beginning of Previous Month” and “End of Previous Month” in the report options; otherwise you have to change all of the dates and it defeats the purpose of creating the group.
For intermediate and advanced SmartList and Reporting tips for Ohio Microsoft Dynamics GP, access the whole presentation.