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SQL Server Reporting Services
Microsoft provides prebuilt SQL Server Reporting Services (SSRS) reports as part of Dynamics GP 2013. Deploying SSRS reports is included as an option during installation, but they can also be installed later. SSRS provides an easy path to send information to Microsoft Excel 2013.
To demonstrate this, start in Dynamics GP 2013:
- Select Financial from the Navigation Pane on the left.
- In the List Pane above, click on Reporting Services Reports.
- In the center pane, scroll down and find Trial Balance Summary.
- Double-click on Trial Balance Summary to open the report.
- Once the report opens in a web browser, change the following criteria:
- History Year:
No - Year:
2014 - Starting Account Number:
000-100-00 - Ending Account Number:
999-999-99 - Starting Date:
12/31/2013 - Ending Date:
12/31/2014 - Sort By:
Account
- History Year:
- Click View Report in the upper-right to run the Trial Balance Summary.
- Select the disk icon and click Excel:
- If a security bar opens at the bottom asking Do you want to open or save... select Open.
- The Trial Balance Summary report now opens in Excel 2013.