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Reporting from Sub ledger

  • 1.  Reporting from Sub ledger

    Posted 8 days ago
    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.

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    Krista Politzer
    Silicon Valley Clean Water
    Redwood City CA
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  • 2.  RE: Reporting from Sub ledger

    GOLD CONTRIBUTOR
    Posted 8 days ago
    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!
    Mike

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    Michael Taranto, CPA
    President
    ERP Consulting, LLC
    pataskala OH
    740-951-0220 mtaranto@erpconsultingLLC.com
    erpconsultingllc.com
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  • 3.  RE: Reporting from Sub ledger

    GPUG ALL STAR
    Posted 7 days ago
    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.
    https://community.dynamics.com/gp/b/erpsoftwareblog/archive/2018/02/01/dynamics-gp-project-accounting
    https://community.dynamics.com/gp/b/dynamicsgp/archive/2017/01/18/microsoft-dynamics-gp-2016-r2-project-accounting-trial-balance-report-distributions-added-for-each-transaction-to-reflect-on-report-line-distributions

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    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
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