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What is the best tool for reporting

What is the best tool for reporting. Excel 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

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What is the best tool for reporting

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  1. What is the best tool for reporting Excel and SmartList Builder Presented by: Mark Watlock, Advantage Computer Training Colleen Williams, KTL Solutions

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

  3. Reporting in Excel • Create spreadsheets • Manually load data • Record Macro • Create Pivot Table • Pivot Chart

  4. Reporting in Excel • Creating a spreadsheet • Select rows and columns • Link multiple spreadsheets together

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

  6. 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

  7. Reporting in your ERP Run system reports Ex. Trial balance and journal reports Run SmartLists SmartLists export directly into excel

  8. 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.

  9. Reporting in your ERP SmartLists Exist for every module Export directly into Excel Can modify once in Excel

  10. 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.

  11. 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’

  12. Using SmartList and Excel together • Create or use existing SmartList favorite • Export SmartList to Excel

  13. 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)

  14. 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

  15. Using SmartList and Excel together

  16. Using SmartList and Excel together • The next time you export the SmartList you will be given an option of where to export it to

  17. What is the best tool for reporting Demo of SmartList Excel Export Solutions

  18. What is the best tool for reporting Any Question

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