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Schedule Reports

  • 1.  Schedule Reports

    TOP CONTRIBUTOR
    Posted 21 days ago

    We are on GP2015R2.  Our new Accounting Manager asked me a question I do not know.  The GP Admin is out this week.  

    Can reports be scheduled to run each morning automatically? Such as trial balances for a specific account?  If so, can the date parameters be variable to the calendar?  For example on Monday run for Friday, but Tuesday run for Monday?  She has a number of reports that she runs in each of the three companies we have, and it would help.



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    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Schedule Reports

    TOP CONTRIBUTOR
    Posted 21 days ago
    Hi Thomas,
    Do you know if you have the SSRS Reports installed?  If you do, then you can schedule it and even send that PDF format to the users who subscribed to it.

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    Gerald Buenafe
    Owner/Consultant
    BTP Technologies LLC
    CHANTILLY VA
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Schedule Reports

    GPUG ALL STAR
    Posted 20 days ago
    Hi Thomas,
    Yes GP has it's own built-in report scheduler.. no need to deploy SSRS or other external solutions.
    Please check under Microsoft Dynamics GP menu >> Tools >> Routines >> Company >> Report Setup

    There is a full user guide dedicated to Report Scheduler.. it's a bit outdated, but still valid.

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

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Schedule Reports

    TOP CONTRIBUTOR
    Posted 20 days ago
    Thank you @Beat Bucher I am trying to find the full manual for this now.  Apparently someone here used it in 2007.  ​

    ------------------------------
    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Schedule Reports

    GPUG ALL STAR
    Posted 20 days ago
    Here is the link for the full PDF download from Microsoft:
    http://download.microsoft.com/download/6/1/6/616FF1A6-9269-4A0B-83F8-D9024AA39FA5/ReportScheduler.pdf

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

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Schedule Reports

    TOP CONTRIBUTOR
    Posted 20 days ago
    Thank you.  That is over and above.  I do appreciate it.

    ------------------------------
    Thomas Hill
    Staff Accountant
    M&A Technology, Inc.
    Carrollton TX
    ------------------------------

    Academy - Online Interactive Learning from Experts


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