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Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition by Mark Polino, Belinda Allen

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Running Excel reports

Our next step is to run an Excel report. These reports can be run from Dynamics GP 2016, or they can be directly opened in Excel 2016. We will look at both these options.

From Dynamics GP 2016

To run an Excel report from within Dynamics GP, follow these steps:

  1. In the navigation pane on the left-hand side, click on Financial. The list pane above will change to show financial items.
  2. In the list pane, click on Excel Reports.
  3. In the navigation list in the center, select TWO AccountSummary Default. Make sure that you select the Option column's options that includes Reports:
    From Dynamics GP 2016

    Note

    Options that contain the word Reports open Excel reports. ...

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