Solved

How can I get an AP Aging report into Smartlists to export to Excel with Dynamics GP version 10

Posted on 2010-08-23
2
2,372 Views
Last Modified: 2013-12-11
I am trying to get an A/P aging report to export to Excel, and I can't get a clean one.  It destroys the format if I download it to file, and it doesn't have the aging buckets in smartlist that I could find for AP in MS Dynamics 10.  Any thoughts on the best way to do this?  Does Dynamics 2010 have this exportable to Excel?
0
Comment
Question by:DEBG
2 Comments
 
LVL 18

Accepted Solution

by:
Steve Endow earned 500 total points
ID: 33547736
Hi,

This is a common request, but as of GP 10, as you have discovered, there is no easy way to accomplish an export of the aging report to Excel.  I'm not aware of a feature in GP 2010 that changes that, but there could be something.

The only possible alternative I can think of is to use the SQL Server Reporting Services version of the AP Aging report to see if that is any more export-friendly, or if it can be modified to be acceptable in Excel.  I don't have SSRS setup with the GP reports, so I can't test it readily.

In the past I've developed a custom query that reproduced the standard AR aging report, and then exported the results of that query to Excel.  The big limitation of that approach was that it was only the current aging--it was not the historical aging.

Thanks,

Steve Endow
Dynamics GP Certified Trainer
Dynamics GP Certified Professional


0
 

Author Closing Comment

by:DEBG
ID: 33822281
Thanks Steve!  I will try what you suggested.
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Getting data out of MAS90 doesn’t have to be tedious or time consuming.  With any version of Excel using the included Microsoft Query function, you can access just about any data set or combination of data sets stored in your MAS90 MAS200 Software. …
If you need to import sales transactions from another system into Microsoft Dynamics GP as Sales Order Invoices, you may need to store some additional data related to the customer, the transaction, or the line items.  Even if your company is manuall…
This Micro Tutorial demonstrates using Microsoft Excel pivot tables, how to reverse engineer competitors' marketing strategies through backlinks.
Windows 10 is mostly good. However the one thing that annoys me is how many clicks you have to do to dial a VPN connection. You have to go to settings from the start menu, (2 clicks), Network and Internet (1 click), Click VPN (another click) then fi…

863 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

26 Experts available now in Live!

Get 1:1 Help Now