This is all about how I use GP, based on what I learned in my investigations with clients...

Dynamics GP Reporting Panel Discussion

Posted by Belinda Allen on Apr 17, 2012 5:14:00 PM

I will be on the panel for this free Webcast answering your questions about reporting in Dynamics GP!

MSDynamicsWorld.com

Join our panel of experts in financial reporting tools forMicrosoft Dynamics ERP to learn the latest thinking on the tools and techniques for building the right reports for the right audiences with the right data. Learn how top minds in the field are using the Microsoft technology stack to enforce compliance, improve secure access, and optimize data visibility and intelligence in different scenarios and in different types of businesses.Is your organization's financial reporting maximizing the tools at its disposal? Do you find yourself producing less than optimal layouts for your executive team based on the tools you have on hand?

Join us on Friday, April 20, 2012 at 11am EDT (GMT -4) to ask the experts your questions and learn about topics including:

  • When to use out of the box reports vs report writers
  • Potential regulatory hurdles for private and public companies that you should be planning for today.
  • What to expect when moving from FRx to Management Reporter
  • How to justify an investment in SQL Server Reporting Service report development
  • When to embrace - and avoid - Excel reports

Tags: GP, Report Writer, Dynamics, Microsoft, FRx, Management Reporter, ERP, SmartList, Excel

Microsoft Dynamics GP FRx Sales Report

Posted by Belinda Allen on Apr 17, 2012 4:04:00 PM

This video shows how I use FRx to create Operational Reports, such as a Sales Report from Dynamics GP data. I build it from scratch so you can see each step along the way.


Once Built, It can generated using the FRx Report Launcher. See how to use the Report Launcher from my www.BelindaTheGPcsi.com posting: FRx Report Launcher

Tags: Report Writer, FRx

Dynamics GP Budget Transactions & Adjusted Budgets

Posted by Belinda Allen on Apr 12, 2012 12:05:00 PM

In this Video I show how to maintain Budget Transaction History, Enter Budget Transactions and how I use multiple Microsoft Dynamics GP Budgets in FRx.

I use multiple budgets to monitor my original budget set at the beginning of the year, and an adjusted budget.

The adjusted budget accounts for changes based on actual numbers. Let’s say I budget $100 for sales revenue, and expenses as a percent of sales. If my sales were $200, at least some of my expenses should be higher, so I change my adjustment budget using the same percent of sales, but increase or decrease based on the difference between actual revenue and budgeted revenue. This gives me realistic budgets for my expense accounts based on actual sales.

Tags: Excel Refreshable Reports, FRx, General Ledger

FRx can report Dynamics GP departments in columns?

Posted by Belinda Allen on Apr 12, 2012 12:03:00 PM

Watch me take an existing report and creating a separate column for each Microsoft Dynamics GP department.

Tags: Report Writer, FRx

Every Dynamics GP Report has an exception report, but is empty?

Posted by Belinda Allen on Apr 12, 2012 12:00:00 PM

This video shows how to use the Exception report in FRx to help correct a report this is out balance with Microsoft Dynamics GP. A good start to trouble shooting!

Tags: FRx

FRx used as a summary Dynamics GP TB and a CPA worksheet

Posted by Belinda Allen on Apr 12, 2012 11:59:00 AM

Here is a report I like to build for my Dynamics GP customers. It can be used to verify whether accounts have been added since the last printing, and it can be used to compare totals of other reports to ensure accuracy.

Some clients simple give this statement to their CPA for write-up work and as an audit sheet.

Tags: FRx

FRx Trend Report with Dynamics GP data

Posted by Belinda Allen on Apr 12, 2012 11:32:00 AM

I will show you in this video how to make a trend report that only displays the Year To Date months, based on the reporting date (BASE) in FRx with data from Microsoft Dynamics GP.

Tags: FRx

FRx with Dynamics GP Unit Accounts and Account Categories

Posted by Belinda Allen on Apr 12, 2012 11:29:00 AM

On this Video, I show how to use some of the components we’ve discussed in other BLOG Videos, Microsoft Dynamics GP Posting Account Categories and Unit Accounts to create a FRx report to display Gross Profit per Employee.

Tags: FRx, General Ledger

Not ready to close the year In Dynamics GP, but need a Balance Sheet

Posted by Belinda Allen on Apr 2, 2012 10:45:00 AM

Not ready to close the calendar/fiscal year in the Microsoft Dynamics GP General Ledger but need to print Balance Sheets for January in FRx? It can be done!

Add 2 columns, 1 for 2010 numbers and one to add the 2011 numbers and the 2010 numbers.

Make the 2011 column display as CUR (if you choose YTD it'll only give you January Ending Balances for 2010 and we need the entire 2010 Ending Balances to display.) Also hard code the year in the Fiscal Year and for the Fiscal Period choose all periods (1 TO 12.) This will give you Year Ending Balances.


Make the 2011 and 2010 columns a NP column in Print control. This means the columns will be used for Calculation but will not print.

The second column you add should be a CALC column, so you can add the 2010 and the 2011 columns together.


Print your Report and you are good to go until you close your Fiscal year. At which time you'll need to revert to the old column format!

Tags: FRx, General Ledger

Building a Dynamics GP - FRx Report... Start with paper!

Posted by Belinda Allen on Apr 2, 2012 10:32:00 AM


When building a report for Microsoft Dynamcis GP using FRx Analytics or Report Manager, start with paper first.

Design the report in very basic terms, what do you want to see, who is going to use it and how are they going to use it.

If you create while building in the Analytics application, it'll take you MUCH longer.

It doesn't have to be anything fancy. Here is one I used recently....

Tags: FRx, Management Reporter