Chapter 2. The Ultimate GP to Excel Tool – Refreshable Excel Reports

The easiest method of getting data out of GP into Excel is with Excel refreshable reports. These were introduced in GP version 10 and provide users with the ability to open an existing report which is connected to GP already. To get the latest data from GP you only need to use the Excel refresh button. What could be better. These work very similarly to SmartList as the data is sorted in the same way and almost all default SmartList objects have a corresponding Excel refreshable report.

Refreshable Excel reports are easy to deploy, easy to update, and easy to work with. That's why they make a great foundation for an Excel 2016 dashboard. In this chapter, you will learn how to:

• Deploy refreshable Excel reports
• Manage security to Excel reports
• Run Excel reports
• Build reports with SmartList Designer