Archive for the ‘Reporting’ Category

Indicator to specify single page or multi page customer statements

Recently, I was assisting a forum user, who had requested an option to provide a visual indicator in the footer of the customer statement report, which indicates if the statement has a single page or multiple pages.

After a little thought I had come up with this idea and replied back to the forum user who found this helpful. So I decided to share it with the community, so that it benefits all who meet up such a requirement anytime.

Steps to achieve the requirement:

1. Open the RM Statement on Blank Paper in Report Writer mode.

2. Add the Document Number field to the footer and make it invisible and set the Display Type of the Document Number in the footer as shown below (to show count value).


Then create a calculated field as shown below and display it on the footer. The F2_FREQ Document Number field can be pulled from the list of Report Fields (by selecting Report Fields in the Resources drop down.


By standard the customer statement on blank paper prints only 26 records in the body section on a single page. See the section properties for the additional footer called "footer" and it will indicate that "Records per Report Body = 26". :) We can make use of this logic to achieve your requirement and I have tested this and it works fine (whether you print statement for a single customer (or) multiple customers at once).

Hope this helps the community…

Until next post!

September 17, 2011 · veeyeskay · 2 Comments
Tags: , , , , , , , , ,  · Posted in: Accounts Receivables, Dynamics, Great Plains, Reporting Total Views: 1,815

Recent Updates to Payables HATB Script

Hi all

I have posted an updated for the following scripts today. Please make use of these updated scripts for the historical aged trial balance in payables.

AP Historical Aged Trial Balance – By GL Posting Date

AP Historical Aged Trial Balance – By Document Date

Hope this update helps the community…

Until next post!

June 30, 2011 · veeyeskay · One Comment
Tags: , ,  · Posted in: Accounts Payables, Dynamics, Great Plains, Reporting, SQL Server, SQL Server 2005, SQL Server 2008 Total Views: 2,354

Excel Pivot Table – Filling Blank Cells

Hi all

Pivot table is most common reporting mechanism used by many users for generating analysis reports. When using Pivot Tables frequently you probably realized it is not very handy to copy the data out of the pivot table and then go line by line and fill all the gaps in the columns from Row Fields. In this article, I am posting a simple tip which helps you to fill the row cells with appropriate data from the row on the rolled up level.

Note: Copy the pivot table contents and “paste special” into a new worksheet and use that worksheet for this purpose.

  1. Select all cells you need to append with data. You can select the entire pivot table including the non-blank cells.
  2. Press Ctrl + G. This open the Go to dialog in Excel.
  3. Press Alt + S to open the Special sub dialog in Excel.
  4. Press “k” on the keyboard (or) select the option “blanks”.
  5. Press Enter to close the dialogs. The blank cells will be selected.
  6. Hit equals “=” key.
  7. Press the “Up” arrow.
  8. Hold down Ctrl and hit enter. There will be a formula inserted in all blank cells.
    (Hitting equals and the up arrow you tell to Excel you want the blank cell to be just like the cell above it. By holding down Ctrl and hitting enter you are placing the same formula in every selected blanks cell.)

Hope this helps many folks who use pivot tables for reporting purposes.

Until next post!

February 9, 2011 · veeyeskay · 2 Comments
Tags: ,  · Posted in: Great Plains, Reporting Total Views: 6,669

Adding/Removing Reports to/from My Reports

Hi all

Recently I was working with a community user on an issue where the user was facing an issue in adding reports to the My Reports section on the home page. So I decided to write up this article which throws some light on to how we can add/remove reports to/from the My Reports section on the home page of Microsoft Dynamics GP.

There are 3 ways in which you can add reports to the My Reports section. They are explained below.

Method – I (Ad Hoc as we access the reports)

This option is to add specific reports to My Reports from the Report Options window. When generating a report and setting up the options, you can define the option parameters and click on the My Reports button on the Report Options window, specify a name for this Report option (which gets displayed in the My Reports section and add it to the My Reports section, as illustrated below. This method can be followed from all the report options windows.



Method – II (From the Reports List Section)

This method is to add the reports from the Reports List section which is available from the Navigation Bar menus.

Click on the Financial Navigation Button and click on the Reports List menu as shown below.

Now select the reports one by one from the list and click on the Add To button on the My Reports section on the toolbar for the report list, as shown below.


Clicking on the Add To button opens the window below where you can enter the name you want to show on My Reports and click OK to add the selected report to My Reports.


You can also select the report (which exists in My Reports) and click on the Rename button to rename the report description in My Reports. You can click on Remove From button to remove the report from My Reports.

This method is the efficient way to add/rename/remove reports from My Reports section.

Method – III (From the My Reports Section on Home  Page)

Click on the Add Reports link in the My Reports section. 


The system prompts two different option for adding reports to the My Reports section. When we choose the option “Automatically add reports that are specific to the work I do”, the system adds reports based on the Home Page Role that has been defined for your user ID. If you choose the option to manually add the reports, the application takes you to the Reports List section (explained in Method – II) to add reports manually to the My Reports section.

Note: If we use the automatic method of adding reports, once the reports have been added the Add Reports link disappears. If you need to see the Add Reports link again, you need to delete the reports that were added automatically.


Hopefully this article is useful to the community…

Until next post…

November 16, 2010 · veeyeskay · 3 Comments
Tags: ,  · Posted in: Dynamics, Great Plains, Reporting Total Views: 2,628