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Running Reports

  • 1.  Running Reports

    SILVER CONTRIBUTOR
    Posted Mar 28, 2019 09:04 AM
    Hello,

    I have only been using GP since January and still have a lot to learn!  I came from using QB.  How do I run a report based on Vendor History?  I need to do a cost analysis between two vendors.

    Thank you!
    Shelley

    ------------------------------
    Shelley
    Accounts
    Payable Manager
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    Conference-GPUG_200x200


  • 2.  RE: Running Reports

    GPUG ALL STAR
    Posted Mar 28, 2019 09:21 AM
    Hey Shelly!  Welcome to GPUG and Dynamics GP!!!

    There are many different ways to get data out of GP, but don't let that overwhelm you!

    First, you can see vendor history by going to Reports/Purchasing from the drop down menu at the top of your screen.  There are several options there.

    You can also use SmartLists by going to Microsoft Dynamics GP from the drop down menu, then choosing SmartLists.  Once in Smartlist, you can see a lot of folders - each folder represents a module - choose purchasing to expand the smartlist options.

    If you are looking for just vendor history (how much we spent with them), try the first option and use the report that makes the most sense for the type of information you are looking for...

    FWIW - feel free to checkout my personal blog site:  GPLifeHacks.com - it's a compilation of tips and tricks... I also reference other folks who have long standing blogs (People I follow).  These blogs are great for beginners.

    Feel free to share more details about what you are looking for - the GPUG community here is more than willing to help!

    One last thing - since you are new, be sure to look up local chapter meetings (free with your paid membership to GPUG) and also consider attending GPUG Summit in October this year - you will learn a TON from GPUG and you will be an expert in no time!

    WELCOME!!!

    ------------------------------
    Shawn Dorward, MVP
    Dynamics GP Practice Lead
    Microsoft MVP, Business Applications
    shawn.dorward@interdynartis.com
    Twitter: @ShawnMDorward
    InterDyn Artis
    Blog: http://www.GPLifeHacks.com


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    Conference-GPUG_200x200


  • 3.  RE: Running Reports

    SILVER CONTRIBUTOR
    Posted Mar 28, 2019 09:29 AM
    Hi Shawn!

    Thank you for all of this information.  I've tried what you suggested, but am still not where I want to be.  How do I run a report based on one vendor and payment history, lets say, for all of 2018?

    Best,
    Shelley

    ------------------------------
    Shelley Kirk
    Accounts Payable Manager
    Salo Inc
    Columbus OH
    ShelleyAccounts Payable Manager
    ------------------------------

    Conference-GPUG_200x200


  • 4.  RE: Running Reports

    GOLD CONTRIBUTOR
    Posted Mar 28, 2019 09:40 AM
    Shelley,
    I'd be happy to work with you on this one on one - try emailing me at mmartin@homerepairservices.org

    Maureen

    ------------------------------
    Maureen Martin
    Finance Manager
    Home Repair Services
    Grand Rapids MI
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    Conference-GPUG_200x200


  • 5.  RE: Running Reports

    GPUG ALL STAR
    Posted Mar 28, 2019 09:48 AM
    You could use the Check Information Report OR use a SmartList and Export to Excel - I've attached two screenshots to hopefully help... let us know how it goes!

    ------------------------------
    Shawn Dorward, MVP
    Dynamics GP Practice Lead
    Microsoft MVP, Business Applications
    shawn.dorward@interdynartis.com
    Twitter: @ShawnMDorward
    InterDyn Artis
    Blog: http://www.GPLifeHacks.com


    ------------------------------

    Conference-GPUG_200x200


  • 6.  RE: Running Reports

    SILVER CONTRIBUTOR
    Posted Mar 28, 2019 12:57 PM
    Thank you, Maureen!

    ------------------------------
    Shelley Kirk
    Accounts Payable Manager
    Salo Inc
    Columbus OH
    ShelleyAccounts Payable Manager
    ------------------------------

    Conference-GPUG_200x200


  • 7.  RE: Running Reports

    SILVER CONTRIBUTOR
    Posted Mar 28, 2019 12:56 PM
    Thank you, Shawn!

    ------------------------------
    Shelley Kirk
    Accounts Payable Manager
    Salo Inc
    Columbus OH
    ShelleyAccounts Payable Manager
    ------------------------------

    Conference-GPUG_200x200


  • 8.  RE: Running Reports

    TOP CONTRIBUTOR
    Posted Mar 28, 2019 12:15 PM
    Edited by Ryan Galang Mar 28, 2019 12:28 PM
    Hi Shelley,

    You can try using the Payables Transaction SmartList via MDGP >> SmartList >> Purchasing >> Payables Transactions'
    Then setup a Vendor and a Document Type restriction using the Search button.
    Afterwards, you may opt to export to Excel.

    (Just noticed that this is the same as the 2nd recommendation of Shawn from prior post...)

    smart list

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    Ryan Galang
    BTP Technologies LLC
    Chantilly VA
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    Conference-GPUG_200x200


  • 9.  RE: Running Reports

    SILVER CONTRIBUTOR
    Posted Mar 28, 2019 12:56 PM
    Thank you, Ryan!

    ------------------------------
    Shelley Kirk
    Accounts Payable Manager
    Salo Inc
    Columbus OH
    ShelleyAccounts Payable Manager
    ------------------------------

    Conference-GPUG_200x200


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