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Schedule Reports

  • 1.  Schedule Reports

    TOP CONTRIBUTOR
    Posted Jul 13, 2020 10:33 AM

    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
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Schedule Reports

    TOP CONTRIBUTOR
    Posted Jul 13, 2020 10:44 AM
    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 Jul 14, 2020 11:55 AM
    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 it's a bit outdated, but still valid.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 Jul 14, 2020 01:28 PM
    Thank you @Beat Bucher I am trying to find the full manual for this now.  Apparently someone here used it in 2007.  ​

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

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Schedule Reports

    GPUG ALL STAR
    Posted Jul 14, 2020 01:30 PM
    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 Jul 14, 2020 01:41 PM
    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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