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Reporting from Sub ledger

  • 1.  Reporting from Sub ledger

    Posted May 14, 2019 11:42 AM
    We have our Project's set up on a sub ledger using the Project Accounting Module.  Does anyone know how to get a report that tells me how much has been spent on each project, and a detailed transaction report for each project?  We want the report to be able to export to excel.

    Krista Politzer
    Silicon Valley Clean Water
    Redwood City CA

  • 2.  RE: Reporting from Sub ledger

    Posted May 14, 2019 02:02 PM
    You have two sources of reports.  SQL reporting services or the Excel based reports.  When you go to project accounting menu go to the navigation list to Excel Reports.  There is a long list of Project based Excel reports.

    Next is SQL Reporting (SSRS).  Those are found at the same menu called Reporting Services Reports.  Here is what the Report server choices are.

    Hope this helps!

    Michael Taranto, CPA
    ERP Consulting, LLC
    pataskala OH

  • 3.  RE: Reporting from Sub ledger

    Posted May 15, 2019 10:40 AM
    Hi @Krista Politzer
    Same answer as Michael, there are already plenty of native reports  in GP ​for Project Accounting that would provide you with that information.. If you want something more flexible, than the default Excel & SSRS reports out-of-the-box should provide you plenty of information.
    If you can't find something that fits your needs, I'll gladly help you with your queries.. I've been working with the PA module many years and have written quite some SQL queries.

    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013

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