Flexible Solutions, Inc. – GP Reports Viewer
CHAPTER 6: EXCEL REPORTS
GP Reports Viewer can be used to generate refreshable Excel reports using predefined Excel files. This chapter contains the following sections:
Setting Up Reports in Excel for Use with GP Reports Viewer
GP Reports Viewer includes two sample Excel reports that you can use as a starting point for creating your own reports, or as an example to see how reports should be set up. Notes about the sample reports:
During GP Reports Viewer installation two files will be added inside the Dynamics GP installation directory in a folder called GP Reports Viewer Sample Reports. These will be called Customer Sales Totals for Last 3 Years.xlsx and Open Year GL Trial Balance - with month end balances.xlsx.
The Customer Sales Totals for Last 3 Years sample report is based on a SQL stored procedure called GPRVCustomerTotals3Years. It accepts one parameter for the current year and returns sales totals per customer for the current year and the 2 previous years. The sales totals are calculated by adding up functional amounts for not voided Invoices, Debit Memos, Finance Charges, Credit Memos and Returns from the RM20101 and RM30101 tables. This logic may not be accurate for some companies, so this report is only intended as a sample.
The Open Year GL Trial Balance - with month end balances sample report is based on a SQL view called GPRVOpenYrGLTBMonthEnd. There are no parameters for this report, it will return the month end balances for all GL accounts with transactions in the earliest open year in Dynamics GP.
These sample reports were created with Microsoft Excel 2010 and have been tested with Excel 2013. While these reports may also work with older versions of Excel, those have not been tested with GP Reports Viewer.