Excel is increasingly being used as a reporting tool. I recently created a simple dashboard for a client using the refreshable Excel Reports that come with Dynamics GP version 10.0:
I started by using three of the Excel Reports to pull the data from Dynamics GP. I used the Customers Past Due, Customer Balance, and Vendor Balance reports to get the data. I have the results from all three reports on one spreadsheet. This allows me to refresh the data in one place.
I created a video to show you how I did it. Check it out.
