Using Excel Report Builder

Excel Report Builder is an easy way to create new reports and connect with GP data. It is licensed as part of the SmartList Builder module.

To access the Excel Report Builder:

Tools >> SmartList Builder >> Excel Report Builder

Some of the particular features I like are:

You can add MS SQL Server tables and views to your reports and join them with GP data
You can add calculated fields, selecting from a wide variety of functions
You can select multiple companies and create a summary page
You can publish to the Reports Library in GP, SharePoint, or a file location
The connection to the data is automatically created and stored in the spreadsheet
It’s easy

Here’s the link to the User Guide.

This is one I created to look at the purchase requirements generated from MRP:

1.) Enter Report ID, Report Name, Report View
2.) Add table: MRP1010 - PR_Short_Items_Work
3.) Select the fields to include
4.) Publish >> Permissions
5.) Publish

If you selected to have the report publish to the Reports Library, it will be available immediately.

Easy.