What are Refreshable Excel Reports?
Benefits of Using Refreshable Excel Reports
Steps to Set Up Refreshable Excel Reports in Microsoft Dynamics GP
1. Use a consistent format
Use a consistent format for your reports to ensure that they are easy to read and understand. This includes using consistent fonts, colors, and formatting.
2. Define clear criteria
Define clear criteria for the report, including the data sources, filters, and sorting criteria, to ensure that the report is accurate and meets the user's needs.
3. Test the report for accuracy and usability.
4. Refresh the report on a regular schedule.
5. Ensure data security
Ensure that the data in the report is secure and accessible only to authorized users.
Take the time to start using Refreshable Excel Reports with Dynamics GP to cut down on repetitive tasks today! If you would like assistance setting up or have questions about which tasks can be automated, please contact Dynavistics!
- 4 Powerful Features to Extend Use of Microsoft Dynamics GP
- Benefits of Using Microsoft Dynamics GP Electronic Bank Reconciliation
- Benefits of Using Microsoft Dynamics GP Workflow
Dynavistics is here for you
Do not worry, you have Microsoft and Dynavistics Support for years to come. You can plan what is right for your firm and select the timeframe that works for you. Dynavistics is happy to provide full and accurate information so you can make the right choice at the right time for your firm. If you have any questions or want to discuss your future ERP plans or want help with ERP planning, feel free to contact me at email@example.com.
If you have any questions about Dynamics GP or BC, NetSuite, Acumatica, or general questions about how we can help you, contact Dynavistics today!