Step 8: Accessing Dynamics GP standard reports, over 200 of them.
In this section we’ll cover the following:
- Running Reports
- Specifying Selection Criteria
- Modifying Reports
Dynamics GP has hundreds of standard reports. Some of those reports are available as SmartLists, and there are many more available from the standard Dynamics GP Report Writer. The GP Report Writer reports can be accessed through your Home Page, the basic navigation menu, report lists, or area pages.
This is the way to launch reports from the basic navigation menu: Reports >> Series >> Report Type >>Reports
For example, if you wanted to run an accounts payable aging report, you would navigate as follows:
Reports >> Purchasing >> *Trial Balance >> Aged Trial Balance with Options
If there is not an Option available, you will need to create one. Click on New. This will pop up the Report Options screen related to the specific report you selected.
The Report Options for each specific report allows you to select which options you want in your report. You can save several options with various selections by naming them.
If you want to have the report appear on your home page, go to the Report Options screen for the specific report and click on My Reports. This will give you the option to change the name of the report if you wish, and will create a link to the report on your home page.
To learn more about accessing Dynamics GP standard reports download the document.