Microsoft Dynamics GP is a popular enterprise resource planning (ERP) application used by tens of thousands of sites around the world to keep the accounting, financial, distribution and manufacturing functions running day in and day out.
While Microsoft Dynamics GP includes a number of different reporting tools “out of the box” which cover a number of different reporting needs, they are usually not intended for end-users to modify and provide different reporting meaning users need to learn several reporting tools and run reports from different areas of the system.
One of these reporting tools is Management Reporter which was intended for financial reporting and was very popular with accountants for self-serving their financial reports. In 2016 Microsoft made two announcements; development on Management Reporter would cease, with the product being retired in a few years, and that they had gone into partnership with the company producing Jet Reports.
Partners and clients have started making moves to transition from Management Reporter to Jet Reports; unfortunately, there is no migration tool so reports need to be recreated in Jet Reports.
As well as a replacement for Management Reporter, Jet Reports allows a much wider range of reports to be produced; it allows not only financial reporting, but also operational reporting.
Who This Book Is For
This book is aimed at Dynamics GP users, partners and consultants who need to migrate from Management Reporter, improve or standardize reporting from Microsoft Dynamics GP.
This book assumes you have a reasonable understanding of Microsoft Dynamics GP and Microsoft Excel, including worksheet formula and building workbooks.
The eBook download contains PDF, ePUB, MOBI and LIT formats.
What This Book Covers
This book introduces the reporting tool Jet Reports for Microsoft Dynamics GP, including the installation and configuration of the Excel Add-in, Jet Service Tier and Jet Hub.
The book then moves onto showing the functionality available through the Excel-Addin and how the four available Jet Functions can be used to create reports.
The creation of seven example reports are covered with step-by-step instructions before the report creation tools, which can be used to quickly and easily create reports, are covered.
The final chapter centers on the use of Jet Hub, which provides a web portal for users to run and view reports.
How This Book Is Structured
Chapter 1, Introduction to Jet Reports, introduces Jet Reports and explains what type of reporting for which it can be used.
Chapter 2, Implementing Jet Reports, covers the installation of Jet Reports including the Jet Service Tier and Jet Hub.
Chapter 3, Configuring Jet Reports, shows how to configure Jet Reports once it has been installed.
Chapter 4, Introducing the Excel Add-in, introduces the Excel Add-in and the features available.
Chapter 5, Report Structure, shows how reports can be structured to make maintaining them easier.
Chapter 6, Using the functions in the Excel Add-in, shows how each of the four Jet Functions can be used.
Chapter 7, Creating and using an Options page, covers the creation and use of an options page in reports.
Chapter 8, Create a Summary Trial Balance, steps through the creation of a Summary Trial Balance report.
Chapter 9, Create a Detailed Trial Balance, shows how to make the Summary TB from the previous chapter into a Detailed report.
Chapter 10, Create a Balance Sheet, covers the creation of a formatted Balance Sheet.
Chapter 11, Create an Income Statement, covers the creation of an Income Statement and how to make it an intercompany/consolidated version.
Chapter 12, Create a Summary Payables Aged Trial Balance, shows how to create a Summary Payables Trial Balance report.
Chapter 13, Create a Purchase Order by Vendor Report, covers the creation of an operational report on purchase orders.
Chapter 14, Report Creation Tools, introduces the tools which can be used to make creating reports easier.
Chapter 15, Using Jet Hub, shows how users can access Jet Reports via web access and without a local install of Jet Reports.
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Ian Grieve is the Lead ERP Consultant at ISC Software Solutions Ltd., a Microsoft Partner, VAR and ISV headquartered in the United Kingdom of Great Britain & Northern Ireland and with an office in the Republic of Ireland. He is an Advanced Credentialed Professional in Microsoft Dynamics GP by the Association of Dynamics Professionals and was a Microsoft® Most Valuable Professional for Microsoft Dynamics GP between 2013 and 2018.
Ian has worked with Microsoft Dynamics GP since 2003 and, over the years since then, has dealt with all aspects of the product life-cycle from presales, to implementation, to technical and functional training, to post go-live support and subsequent upgrades and process reviews.
Ian is the author of Microsoft Dynamics GP 2013 Financial Management, Microsoft Dynamics GP Workflow (first and second editions) and Implementing the Microsoft Dynamics GP Web Client, co-author of Microsoft Dynamics GP 2013 Cookbook and Microsoft Dynamics GP 2016 Cookbook, produced the Microsoft Dynamics GP Techniques online learning course and was the technical reviewer for several Microsoft Dynamics CRM books published by Packt Publishing.
In his spare time, Ian runs the azurecurve|Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products. In 2017 he launched the azurecurve|Microsoft Dynamics GP Table Reference website.