Office Excel Reports List in Dynamics GP

These are the Office Excel Reports available from a standard install of Dynamics GP:

Accounting Classes Default.xlsx
Accounts Default.xlsx
AccountSummary Default.xlsx
AccountTransactions Current Financials Journal.xlsx
AccountTransactions Current Inventory Journal.xlsx
AccountTransactions Current Payroll Journal.xlsx
AccountTransactions Current Purchasing Journal.xlsx
AccountTransactions Current Sales Journal.xlsx
AccountTransactions Default.xlsx
AccountTransactions History Financials Journal.xlsx
AccountTransactions History Inventory Journal.xlsx
AccountTransactions History Payroll Journal.xlsx
AccountTransactions History Purchasing Journal.xlsx
AccountTransactions History Sales Journal.xlsx
Applicant Default.xlsx
ApplicantEducation Default.xlsx
BankTransactions Default.xlsx
ContractLines Default.xlsx
Contracts Contracts Expiring this Month.xlsx
Contracts Default.xlsx
CustomerAddress Default.xlsx
CustomerItems Default.xlsx
Customers Average Days to Pay.xlsx
Customers Customer Balance.xlsx
Customers Customer Contact List.xlsx
Customers Customers on Hold.xlsx
Customers Customers Over Credit Limit.xlsx
Customers Default.xlsx
Customers Inactive Customers.xlsx
Customers NSF Customers.xlsx
Customers Past Due Customers.xlsx
Distribution Queries Default.xlsx
EmployeeBenefit Default.xlsx
EmployeeEducation Default.xlsx
Employees Default.xlsx
Employees Employee List.xlsx
Employees Vacation Sick Time Available.xlsx
EmployeeSummary Default.xlsx
Equipment Default.xlsx
FieldServiceCalls Default.xlsx
FieldServiceCalls Open Service Calls.xlsx
FixedAssets Default.xlsx
FixedAssetsBooks Default.xlsx
FixedAssetsPurchase Default.xlsx
HistoryContractLines Default.xlsx
HistoryContracts Default.xlsx
HistoryFieldServiceCalls Default.xlsx
HistoryRMALines Default.xlsx
HistoryRMAs Default.xlsx
HistoryRTVLines Default.xlsx
HistoryRTVs Default.xlsx
InventoryPurchaseReceipts Default.xlsx
InventoryTransactions Default.xlsx
ItemQuantities Back Ordered Items.xlsx
ItemQuantities Default.xlsx
ItemQuantities Items Below Order Point Quantity.xlsx
ItemQuantities Items by Site.xlsx
ItemQuantities Items Due to be Counted.xlsx
ItemQuantities Items Overdue for Stock Count.xlsx
ItemQuantities Negative Quantity Items.xlsx
ItemQuantities Overstocked Items.xlsx
Items Default.xlsx
LandedCostGroupID Default.xlsx
LandedCostID Default.xlsx
MultidimensionalAnalysis Default.xlsx
Multilevel Queries Default.xlsx
PABillingCycle Default.xlsx
PABillingHistoricalTrx Default.xlsx
PABillingOpenTrx Default.xlsx
PABillingWorkTrx Default.xlsx
PAContracts Default.xlsx
PACostCategories Default.xlsx
PAEmployeeExpHistoricalTrx Default.xlsx
PAEmployeeExpTransactions Default.xlsx
PAEquipment Default.xlsx
PAEquipmentLogHistoricalTrx Default.xlsx
PAEquipmentLogTransactions Default.xlsx
PAIVTransferHistoricalTrx Default.xlsx
PAIVTransferTransactions Default.xlsx
PAMiscellaneous Default.xlsx
PAMiscLogHistoricalTrx Default.xlsx
PAMiscLogTransactions Default.xlsx
PAProjects Default.xlsx
PATimesheetHistoricalTrx Default.xlsx
PATimesheetTransactions Default.xlsx
PayablesTransactions 1099 Transactions.xlsx
PayablesTransactions Cash Requirements.xlsx
PayablesTransactions Default.xlsx
PayablesTransactions Discounts Expiring this Week.xlsx
PayablesTransactions Invoices by Vendor.xlsx
PayablesTransactions Past Due Payables.xlsx
PayablesTransactions Payables Documents on Hold.xlsx
PayablesTransactions Payables Due Today.xlsx
PayablesTransactions Today's Payments.xlsx
PayablesTransactions Today's Purchases.xlsx
PayablesTransactions Transactions by Vendor.xlsx
PayrollHistoricalTrx Check Information; Current Year.xlsx
PayrollHistoricalTrx Default.xlsx
PayrollTransactions Default.xlsx
PayrollTransactions Transaction Information.xlsx
Prospects Default.xlsx
PurchaseLineItems Default.xlsx
PurchaseLineItems Items Past Required Date.xlsx
PurchaseLineItems Overdue Receipts.xlsx
PurchaseLineItems PO Line Items Promised This Week.xlsx
PurchaseLineItems This Month's Late Vendor Shipments.xlsx
PurchaseLineItems Today's Expected Receipts.xlsx
PurchaseOrders Default.xlsx
PurchaseOrders Open Purchase Orders by Vendor.xlsx
PurchaseOrders Open Purchase Orders.xlsx
PurchaseOrders Purchase Orders On Hold.xlsx
PurchaseOrders This Week's Purchase Orders.xlsx
ReceivablesTransactions Cash Receipts Entered Today.xlsx
ReceivablesTransactions Customer Returns.xlsx
ReceivablesTransactions Default.xlsx
ReceivablesTransactions Past Due Customer Transactions.xlsx
ReceivablesTransactions Receivables Due Today.xlsx
ReceivablesTransactions This Month's Sales.xlsx
ReceivablesTransactions Today's Sales.xlsx
ReceivablesTransactions Transactions by Customer.xlsx
ReceivablesTransactions Unapplied Documents.xlsx
ReceivingsLineItems Default.xlsx
ReceivingsLineItems Items to Put Away.xlsx
ReceivingsLineItems Shipments Received but not Invoiced.xlsx
ReceivingsTransactions 1099 Transactions.xlsx
ReceivingsTransactions Default.xlsx
RMALines Default.xlsx
RMAs Default.xlsx
RMAs Open RMAs.xlsx
RTVLines Default.xlsx
RTVs Default.xlsx
RTVs Past Due RTVs.xlsx
SalesLineItems Back Ordered Line Items.xlsx
SalesLineItems Default.xlsx
SalesLineItems Drop-Ship Line Items.xlsx
SalesLineItems High Priority Documents Due this Week.xlsx
SalesLineItems Items Overdue to Ship.xlsx
SalesLineItems Items Past Requested Ship Date.xlsx
SalesLineItems Items Shipped Today.xlsx
SalesLineItems Items to Ship Today.xlsx
SalesLineItems Shipping Performance.xlsx
SalesLineItems Workflow Shipments Due Today.xlsx
SalesTransactions Default.xlsx
SalesTransactions Fulfillment Orders to Pack.xlsx
SalesTransactions Fulfillment Orders to Pick.xlsx
SalesTransactions Fulfillment Orders to Ship.xlsx
SalesTransactions Open Invoices.xlsx
SalesTransactions Open Order for Customers on Hold.xlsx
SalesTransactions Open Orders.xlsx
SalesTransactions Posted Invoices.xlsx
SalesTransactions Quotes Expiring This Week.xlsx
SalesTransactions Ship Complete Orders.xlsx
SalesTransactions This Week's Back Orders.xlsx
SalesTransactions This Week's Invoices.xlsx
SalesTransactions This Week's Orders.xlsx
SalesTransactions This Week's Quotes.xlsx
SalesTransactions This Week's Returns.xlsx
TaxDetailTransactions Default.xlsx
Trees Default.xlsx
Trx Dimension Codes Default.xlsx
Trx Dimensions Default.xlsx
VendorAddress Default.xlsx
VendorItems Default.xlsx
Vendors 1099 Vendors.xlsx
Vendors Default.xlsx
Vendors Discounts Lost YTD.xlsx
Vendors Inactive Vendors.xlsx
Vendors Vendor Balance.xlsx
Vendors Vendor Contact List.xlsx
Vendors Vendors on Hold.xlsx
WorkOrders Default.xlsx
WorkOrders Open Work Orders.xlsx

Deploy Excel Reports to Dynamics GP

Version 10 of Dynamics GP includes 190+ Excel reports that connect directly to GP data. They are included in the basic install, but need to be deployed. There are two steps to deploying Excel Reports:

Deploy Data Connections

1. Open the Reporting Tools Setup window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Reporting
Tools Setup)

2. On the Data Connections tab, specify a shared network location where data
connections will be stored. Data connections will be organized by company and
module in the folder that you specify.

3. Mark Enable data connection deployment.
You must have access to the server to deploy reports to a shared network location.

4. Mark Deploy data connections to all existing companies if you want to deploy
data connections for all companies.
If you leave this option unmarked, you will have to log in to each company
separately to deploy data connections for those companies.

5. Choose Run Deployment to save your changes and deploy data connections to
the location that you specified.


Deploy Excel Reports

1. Open the Reporting Tools Setup window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> System >> Reporting
Tools Setup)

2. On the Report Library tab, specify a shared network location where reports will
be stored. Excel reports will be organized by company and module in the folder
that you specify.

3. Mark Enable Excel report deployment.

You must have access to the server to deploy reports to a shared network location.

4. Mark Deploy Excel reports to all existing companies if you want to deploy Excel
reports for all companies at the same time.
If you leave this check-box unmarked, you will have to log in to each company
separately to deploy Excel reports for that company.

5. Choose Run Deployment to save your changes and deploy Excel reports to the
location that you specified.


The Excel reports will now show up on the Administration tab, under "Other Reports"

For a more authoritative source, check out Chapter 30 in systemsetup.pdf

Also check out KnowledgeBase article #949524

Also see my post, "Using Excel Report Builder"

And for similar treatments of the same subject see Mark Polino's article and Professional Advantage's article.