Improve your Historical Aging Reports in Dynamics GP

The one constant thing in our life is change. There are plenty of self-help books about this. We cannot avoid it and the more we resist change the tougher our life becomes.

If change is constant, why would we keep running reports in Microsoft Dynamics GP in the same old way?

The historical aging report that is delivered out of the box with Microsoft Dynamics GP has some challenges. If you’d like to export it to Excel, the rows and columns do not align—this makes it difficult to analyze or share with co-workers without a GP login. While you are running the report, GP can freeze up your application, causing you to lose productivity as you wait for the report to finish processing.

Tribridge has created a flexible, user-friendly, Excel-friendly, Historical Aging Report for payables or receivables that will change your life for the better, for good.

Having an Excel-friendly report is key to allowing you to easily sort and filter by customer, look at summary data or detail and use it as a basis for pivot tables and calculations.

Available for customers using Dynamics GP versions 2013 or higher, this highly customizable report utilizes SQL Server Reporting Services (SSRS). SSRS is included at no cost for every Dynamics GP customer with a simple installation. SSRS is powerful because it allows you to run the report outside of GP without a GP login. You can also run it from within GP with a link for easy access. Either way, running the report will not tie up your GP application, and it runs significantly faster than the out of the box historical aging report. 

That also means it’s accessible for executives or other co-workers without a GP login. It can even be pulled into executive summary dashboards. Any changes within GP are visible on the report with a refresh.

The report is also highly customizable. Because it utilizes SSRS, you can add columns, remove them, change aging periods, etc. You can make changes on the fly.

Still not convinced? Here are three reasons why you need this report:

  1. You spend way too much time reformatting Dynamics aging reports to be readable in Excel. One little posting and you have to start all over again. This report automatically updates with a refresh and you can easily export it to Excel.

  2. Waiting…Waiting…Waiting for the report to finish! How many coffee trips can one person make? (Don’t answer that if you have one of those “But First, Coffee” shirts.) This report churns in the background so it doesn’t tie up your workstation.

  3. More! You need MORE! More columns, more fields, more aging periods...the list goes on. This report is highly customizable, providing the data that you’d like to see.

Here’s what the report looks like in Excel:

historical-trial-balance-1

The report is available for both standard GP and MultiEntity Management installations.

historical-trial-balance-2

Each report is a one-time cost of $2,500 and is configured for a single company database. Tribridge will install the standard report for you, provide you with a list of columns available and configure it to meet your needs. If you are not already using SSRS, then we will install and configure internally facing SSRS as part of the one-time cost. End-user training is included in the price.  

For more details, check out this video.


For questions, and to order your report, email support@tribridge.com.

 

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