It’s tough to get a historical point in time report from Dynamics GP into Excel. Historical Excel Reporting for Dynamics GP delivers Excel based versions of the Historical Aged Trial Balance for AR and AP (HATB AR & AP) along with the Historical Inventory Trial Balance (HITB) and the Inventory Historical Stock Status report (HSS), all refreshed directly in Excel.
These Excel editions are built using Microsoft supplied stored procedures. This isn’t code cooked up in a basement somewhere, its the same code that ships with Dynamics GP. Step by step install and security instructions are included and setup time is about 5 minutes per report. The price is less than 2 hours of quality consulting time. Even better, once the data is in Excel, it’s available to analyze, send to auditors, and even produce stunning reports.
Also available is an option for Binary Streams Multi-Entity Management (MEM) friendly versions of the AR and AP HATB reports. These reports include the facility making it easy to separate MEM facilities for breakdown reporting.