- [Narrator] Saving your report options in Dynamics GP
saves you time!
Let's take a look at a commonly used report
under the "Financial" series called "Trial Balance".
The trial balance report comes in
many different levels of detail
and different versions of the report.
So the firs thing is to select which report you want,
let's select the "Details" version.
Now you'll notice there are no report options yet,
so you click the "New" button to create
your new report option.
Now here's where people get a little bit tripped up
because they think that they should print
once they set their options.
So I'm going to include posting accounts
which is a very important option for this report.
If you don't include that you'll get almost no results.
So, they'll select say their "Subtotals"
linked by period, select the right year et cetera.
Now you would think you just go to print it
but you haven't saved your options.
Trying to save your options, if you hit
the "save" button nothing is going to happen
because you haven't typed in anything.
So, this is the point that I want to make
that once you hit "New" for an option
just give it some name it doesn't matter what you call that
it's up to you, "TB1" for "Trial Balance One" that's fine.
I don't want to hit "Save" yet necessarily
I can, but when I do hit "Save"
it clears out the window and then I have to hit
the drop down and select it again
and hit "Tab" and now I'm back to it.
So, that's the little tricky part here
but once you get that down you're good.
Now, the destination is another important button
because that's where you can direct it
directly to the printer or you can direct
the print out to the screen.
Usually I like to send a report to the screen first
so that you can see how long it is,
and is it really the right thing that you want
before you start sending it to a physical printer
and using up paper.
There you go, screen et cetera.
The other important thing to know about this window
is that the restrictions are a place
to build up criteria.
So if I wanted to select by "Date" for instance,
I can, you know, select from "Beginning of the Month" say,
"End of Month" and then I must insert that restriction.
If I hit "Print" at this point it won't work,
I have to insert the restrictions.
Once you have all your restrictions inserted
for instance, if I wanted just a certain account number
now I'm looking at the chart of accounts here
I can select a range of account numbers,
insert that, save it, again it will clear out
the option drop down, I want to select that again
it'll bring back all of my selections
and then I can hit print.
And this how to set-up report options in Dynamics GP.