What is the best tool for reportingExcel and SmartList Builder

Presented by:Mark Watlock, Advantage Computer Training

Colleen Williams, KTL Solutions

What is the best tool for reporting• Excel• ERP• Excel and ERP working together

Reporting in Excel• Create spreadsheets• Manually load data• Record Macro

• Create Pivot Table • Pivot Chart

Reporting in Excel• Creating a spreadsheet

• Select rows and columns• Link multiple spreadsheets together

Reporting in Excel• Manually Load Data• Copy data from ERP system• Validate data to confirm no errors

Creating a Macro• Display the Developer tab in Excel • Choose Record Macro• Enter the name for the new macro (no spaces)• Record the keystrokes to create the Pivot Table and Pivot

Chart• Choose Stop Recording• Delete all items created in the macro recording process• Save the workbook

Reporting in your ERP Run system reports

Ex. Trial balance and journal reportsRun SmartLists

SmartLists export directly into excel

Reporting in your ERP

Running system reports Trial balance and Journal report do not

export into excel and you do not have the ability to modify the reporting criteria.

Reporting in your ERP

SmartListsExist for every moduleExport directly into ExcelCan modify once in Excel

Using SmartList and Excel together

• Using the export solution process in Great Plains

Using this solutions you can take a SmartList export into Excel write a macro, save the macro and add the macro to the SmartList within Great Plains.

Using SmartList and Excel together

• Open SmartList• Create or use existing SmartList favorite• Export SmartList to Excel• Turn on ‘Record Macro’• Save export as a Macro-enabled Excel Template (.xltm)• Navigate to GP SmartList• Click on SmartList and select ‘Export Solution’

Using SmartList and Excel together

• Create or use existing SmartList favorite• Export SmartList to Excel

Using SmartList and Excel together

• Turn on ‘Record Macro’• Format report with Pivot Table, Charts, etc…• Once your done formatting excel report, stop the Macro• Clear out all data and additional tabs, charts and pivot table created during

formatting• Save export as a Macro-enabled Excel Template (.xltm)

Using SmartList and Excel together• Navigate to GP SmartList• Click on SmartList from top menu and select ‘Export Solution’• Fill out name• Navigate to document• Type in recorded Macro name in Completion Macro field• Select SmartList Favorite to associate excel template with • Save Association

Using SmartList and Excel together

Using SmartList and Excel togetherThe next time you export the SmartList you will be given an option of

where to export it to

What is the best tool for reporting

Demo of SmartList Excel Export Solutions

What is the best tool for reporting

Any Question