Do you find that you're running GP SmartLists and exporting the data to Excel so that it can be shared with others in your organization? If you're using GP 10.0 or later, theres an easier way. And you may already have it at your fingertips GP Excel reports.
Beginning with version 10.0, Microsoft began offering a set of Excel reports based on the existing SmartList favorites. These reports take advantage of a Microsoft Office integration method, called an Office Data Connection (ODC), which will allow you to view Microsoft Dynamics GP data in an Excel form. This means the Excel reports have a live link to the GP data, allowing them to be refreshed with current data each time they are run.
Once the reports are deployed, you can of course access them from within GP. But even better, since they can be deployed to a network share (or a Microsoft Office SharePoint library), they are also available to users in your organization who do not have a GP user license. As long as a user has access to the deployment location (see figure below), that user can navigate to the share location, select the desired report and get up-to-date, live GP data right there in Excel.
But wait, theres more! If the users have rights to access the data connection, they can also create their own reports directly from Excel, using the Office Data Connections provided with GP. Its as easy as 1, 2, 3.
1. Open Excel and select either a New or Existing Data Connection from the Get External Data options. (Im selecting a new one below which will ask for the name of the server housing the data.)
2. Select your company database and the Connection to use.
3. Finish and return the data to Excel.
Its that easy! You end up with an Excel report containing a live connection directly to the GP data that you can now manipulate as desired in Excel. When you save the Excel report, the data connection is saved with it, and the data will refresh each time you open it!
If youre on GP 10.0 or later, and havent yet deployed the Excel reports, you might consider it as just one of the ways to open up the GP data to other users in your organization.