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Real-world Business Intelligence with Microsoft Dynamics GP

You're reading from   Real-world Business Intelligence with Microsoft Dynamics GP Become an expert at preparing reports using Dynamics GP quickly and efficiently

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Product type Paperback
Published in May 2015
Publisher
ISBN-13 9781782177241
Length 364 pages
Edition 1st Edition
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Authors (2):
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Mark Polino Mark Polino
Author Profile Icon Mark Polino
Mark Polino
Belinda Allen Belinda Allen
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Belinda Allen
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Table of Contents (13) Chapters Close

Preface 1. What Is BI and What Are BI Tools for Microsoft Dynamics GP? FREE CHAPTER 2. Business Intelligence for the General Ledger 3. Business Intelligence for Bank Reconciliation 4. Business Intelligence for Payables Management 5. Business Intelligence for Receivables Management 6. Business Intelligence for Sales Order Processing 7. More Business Intelligence on Sales Order Processing 8. Business Intelligence for Inventory Control 9. More Business Intelligence for Inventory Control 10. Business Intelligence for Purchase Order Processing 11. Miscellaneous Business Intelligence Index

Bank balances with the last reconciliation date

The first report we will build is bank balances with the last reconciliation dates.

Brief background of the company

This report is for all companies. All companies have bank accounts, therefore, all companies need to know how much money is in the bank.

Pain or goal defined

Every manager and business owner needs to see how much cash is in the bank. Usually, this person is not the one who is responsible for reconciling the bank accounts to the bank, so I would like to add the last reconciliation date (not the date it was actually reconciled, but the date it was reconciled through).

We realize there is a very nice Business Analyzer report that shows the cash position compared to previous periods. We really like this report, but it does not show us when the bank account was last reconciled, nor does it give us a breakdown of how much cash is in each bank account.

BI and BI tool chosen

For this report, we choose to use SQL Report Builder 3.0, so we will...

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