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

Posted on 2010-08-23
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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?
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Question by:DEBG
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Steve Endow earned 2000 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


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Author Closing Comment

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