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Real-world Business Intelligence with Microsoft Dynamics GP

Real-world Business Intelligence with Microsoft Dynamics GP

By : Belinda Allen, Polino
5 (1)
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Real-world Business Intelligence with Microsoft Dynamics GP

Real-world Business Intelligence with Microsoft Dynamics GP

5 (1)
By: Belinda Allen, Polino

Overview of this book

If you're a GP user, this book is aimed at making your job easier. How? Through the use of Business Intelligence (BI) provided by your Microsoft Dynamics GP software to aid you in making informed decisions. This book assumes no previous experience; however, a basic knowledge of Excel is expected.
Table of Contents (13 chapters)
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12
Index

Bank balances with the last reconciliation date

The first report we will build is bank balances with the last reconciliation dates.

Brief background of the company

This report is for all companies. All companies have bank accounts, therefore, all companies need to know how much money is in the bank.

Pain or goal defined

Every manager and business owner needs to see how much cash is in the bank. Usually, this person is not the one who is responsible for reconciling the bank accounts to the bank, so I would like to add the last reconciliation date (not the date it was actually reconciled, but the date it was reconciled through).

We realize there is a very nice Business Analyzer report that shows the cash position compared to previous periods. We really like this report, but it does not show us when the bank account was last reconciled, nor does it give us a breakdown of how much cash is in each bank account.

BI and BI tool chosen

For this report, we choose to use SQL Report Builder 3.0, so we will...

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