Excel Refreshable reports

Setting up and Deploying Excel Refreshable reports

1- deploy the excel reports from  Administration> Setup> System> Reporting Tools Setup.

- press on the excel reports tab

- Choose Network share ( if on folder in shared network ) or choose SharePoint (online or on-premise)

- if Network share GP will need a location for the extracted or published excel sheet ( that's supposed to be the shared folder)

for example as a Report Server URL:

\\<servername>\Reports

- Another path will be needed  In the User Level area, enter the location to where Excel reports are stored on each user’s computer.

You must use the “%” character as the variable for the Windows user ID in the path.

For example: C:\Documents and Settings\%\My Documents\My Data Sources\GP Connections

- in the white box below you will find the companies you have in the Dynamics GP,  all items that are not fully deployed are automatically marked.

To exclude an item, unmark the check box. For example, if you don’t want to deploy Excel reports in Fabrikam, Inc., expand the Company level in the tree view and unmark Excel Reports.

- check the last two tabs and then click on Deploy Reports

2- go to smart list and then click on your report and click on Publish.

if you go to the Location you entered in the setup you will find the smartlist report published. just wait for it to load and refresh as it may take time regarding how big the report is.

Best Regards,