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Cloud & ProductivityMaximize your Dynamics GP data insights with advanced reporting
Dynamics GP is a powerful enterprise resource planning (ERP) system that offers built-in reporting features such as Excel Refreshable Reports and SQL Server Reporting Services (SSRS). However, many businesses fail to fully utilize these features, leading to limited insights and inefficient processes. By maximizing GP’s existing reporting capabilities or integrating with an external reporting solution, such as Jet Reports, businesses can unlock the full potential of their data and streamline their operations.
Take control of your data and elevate your business strategy
Dynamics GP is a trusted accounting solution that helps businesses manage their finances. However, as the amount of data and transactions increases, it becomes challenging to gather and compile relevant information that is needed to make decisions and present them in a coherent manner that can be analyzed and understood by others in your organization. With an inadequate reporting system, you put your business at risk of making poor decisions by relying on inaccurate data. By enhancing your reporting system, you can visualize data in real-time, automate repetitive tasks and reduce manual errors, and make more informed decisions based on a comprehensive understanding of your business.
Rand Group has a team of data scientists, industry experts, accountants, and Dynamics GP experts who are experienced in helping clients optimize their reporting strategies. We take a holistic approach to analyzing your reporting and business intelligence needs whether it be optimizing GP’s existing reporting tools such as Excel Refreshable Reports, utilizing SSRS, or by integrating GP with external reporting solutions such as Jet Reports. Our team will make sure you have the right solutions in place to ensure you have access to the insights you need to evolve your business.
Gain deeper insights into your business
With a powerful reporting strategy, businesses can create customized reports and dashboards that provide real-time visibility into financial and operational performance. This will allow businesses to identify trends and make informed decisions.
Save time and reduce errors
Manually copying and pasting data into Excel introduces costly human errors which lead to business decisions being made based on inaccurate data. By automating report generation and distribution using GP’s built-in reporting features or external reporting solutions, businesses can save time and reduce the risk of errors.
Create reports tailored to your needs
With customizable templates and the ability to choose data sets and parameters, businesses can create reports that provide the exact insights they need. Custom reports can be created for different departments, teams, or even individual users.
White Paper
Five key factors to consider when evaluating financial reporting software
Frustrated with constantly trying to fill the gaps between what business intelligence (BI) tools provide, and the actual reporting needs of your finance team? Does your team often resort to dumping ERP data into Excel and then manually manipulating it? If so, it’s probably time to consider financial reporting software. But how do you know what to look for? In this whitepaper, you will learn the five key factors to consider when evaluating financial reporting solutions.
White Paper
Five key factors to consider when evaluating financial reporting software
Frustrated with constantly trying to fill the gaps between what business intelligence (BI) tools provide, and the actual reporting needs of your finance team? Does your team often resort to dumping ERP data into Excel and then manually manipulating it? If so, it’s probably time to consider financial reporting software. But how do you know what to look for? In this whitepaper, you will learn the five key factors to consider when evaluating financial reporting solutions.
Unlock advanced reporting capabilities with Jet Reports
Jet Reports is an external reporting solution that was built specifically to work with Microsoft ERPs such as Dynamics GP to create custom reports using Microsoft Excel easily and quickly. This powerful solution enables non-technical users to build dashboards without the assistance of IT or a developer. Jet Reports allows you to pull data from multiple sources, integrate it with other systems, and visualize your data in real-time. Additionally, Jet Reports offers features like report scheduling, distribution, and automation, which can save time and reduce errors. Rand Group can help assist your team to integrate Jet Reports with Dynamics GP so you can unlock the following benefits:
- Access to a wide range of pre-built report templates
- Ability to create ad-hoc reports in real-time
- Ability to create reports that include data from third-party applications
- Automated distribution of reports through email or shared folders
- Ability to schedule reports for automatic generation and distribution
- Built-in data visualization tools to help you better understand your data
Get the most out of your data with SSRS
SQL Server Reporting Services (SSRS) is a built-in reporting tool of SQL Server which Dynamics GP is built on. SSRS enables businesses to create and share reports based on their GP data. Included in SSRS is over 260 built-in reports for GP data and users can easily create new reports that can be imported back into GP. Additionally, SSRS reports are highly customizable, allowing businesses to tailor reports to their specific needs and preferences. Â Rand Group can help your organization fully utilize this feature to optimize your GP reporting and create more accurate, timely, and insightful reports that provide a clear view of financial and operational performance. SSRS offers a range of capabilities such as:
- Report generation and design
- Data visualization and charting
- Data exploration and drill-down
- Sub-reporting and grouping
- Export to various formats (PDF, Excel, CSV, etc.)
Boost your GP reporting with Excel Refreshable Reports
Microsoft Dynamics GP offers Excel Refreshable Reports as a reporting tool that combines the query-writing capability of SmartList with Microsoft Excel. With Excel Refreshables, businesses can easily create Excel reports that are linked directly to their GP data which will automatically update when refreshed or opened with new data from GP. This provides users with a quick and easy way to analyze, report on, and share critical business information. Rand Group can help train your team on the full capabilities of this feature so you can unlock the following advantages:
- Users can create pivot tables, charts, graphs, slicers, and add conditional formatting based on the datasheet in the workbook
- Most users are already familiar with Excel which reduces the need for IT support
- Reports are automatically updated when opened or when users refresh the report
- Excel reports will open and update much quicker than a SmartList
- These portable reports can be sent to any user with a data connection, regardless of whether they are a GP user or not
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