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RM HATB Detail - Excel Friendly

  • 1.  RM HATB Detail - Excel Friendly

    Posted Jun 23, 2021 03:45 PM
    We are looking to update our report writer for the RM Historical Aged Trial Balance in Detail report so that it is excel friendly.

    I found this resource from Reese Export the Dynamics GP Payables or Receivables Historical Aged Trial Balance to Excel but it is for GP 2013 or earlier and we are on GP 2018.

    Does anyone have or know where we can get a package for the RM HATB in Detail that is upgraded to be compatible with GP 2018 R2?

    Thank you!

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    Rebecca Siegler
    Ascend Learning, LLC
    Leawood KS
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: RM HATB Detail - Excel Friendly

    Posted Jun 24, 2021 07:35 AM
    If you deploy the SSRS reports for GP, there is an out of the box report for RM HATB, which can go directly to Excel.  You could also strip down the GP Report Writer report to make it easier to print to a file and open in Excel but the SSRS report is probably the best way to go.

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    Bryan Wilton
    Vice President
    LBMC Technology Solutions
    Kansas City MO
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: RM HATB Detail - Excel Friendly

    TOP CONTRIBUTOR
    Posted Jun 25, 2021 04:03 PM
    I recently ran into a client where the SSRS HATB did not match the GP HATB, and if they don't match the GP HATB is gospel.

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    Bruce Strom
    Programmer Analyst
    Paradise GP Consulting, Inc.
    Sunrise FL
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    Academy - Online Interactive Learning from Experts


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