Some of the most common questions about Dynamics GP are related to reporting, specifically how to find, use and modify reports. At more than one conference, I have heard Microsoft folks talk about how users always rank reporting at the top of their enhancement requests. So Microsoft adds more reporting options, more reports, more tools, and yet, reporting is still at the top of the enhancement list. But the fact is that users want tailored reporting—reporting that makes sense to THEM.
The My Reports list in Microsoft Dynamics GP 2010 is one way to tailor the reporting experience to your needs. The list allows you to gather the reports you use most frequently in one place for easy reference and use.
My Reports on the Home Page
The My Reports list can be displayed on the Home Page. If it doesn’t appear for you, click the “Customize This Page” link in the upper right-hand corner of the Home Page. This will open the “Customize Home Page” window, where you can select to display My Reports on the Home Page.
Click on the “Add Reports” link and choose whether to add predefined reports based on your Home Page Role. Or you can choose to manually add the reports.
Different kinds of reports can be added to the My Reports list, including standard Microsoft Dynamics GP reports, SmartList favorites, Excel Reports and SQL Reporting Services reports. To add a standard Microsoft Dynamics GP report to the My Reports list, first navigate to the report option.
Standard Dynamics GP Report Option
In this case, Reports | Financial | Trial Balance | Detailed. Click “New” to create a new option. Define the parameters for the report, taking care to design the report option so that it can be used each time without modification. For example, set the report destination to “ask each time” if you want to be prompted for the output destination. And rather than entering static dates as a range, use the dynamic date ranges like “End of Month” and “Beginning of Month” to restrict the report. These types of date ranges, as opposed to “Enter Date” with a static date, are based off of your user date and, therefore, adjust as the user date is changed/updated.
Once you have the report option defined, click the “My Reports” icon to add the report to the list. You will be prompted to enter a report name at that time.
To add a SmartList favorite to the My Reports list, you can navigate to the SmartList Report List using the Administration Page | SmartList Favorites navigation list.
Locate the SmartList favorite you want to add and mark the associated check box. Then click the “Add To” button. Again, you will be prompted for a name. The process is the same for Excel Reports (Administration Page | Excel Reports navigation list) and SQL Reports (Administration Page | Reporting Services Reports navigation list).
Once you have added the reports, return to the Home Page to view the results.
Simply click on a report to generate it.
The My Reports list also can be accessed through the Administration Page | My Reports navigation list.
My Reports can be used to consolidate the reports you use most frequently to avoid hunting for that one report you need. For assistance with using the My Reports list in Dynamics GP, please contact firstname.lastname@example.org.