Using Excel Refreshable Reports in Dynamics GP

Date:  Thursday, June 22, 2017
Time:  10–11 a.m. Central time
CPE Credit:  One CPE credit in the Computer Software and Applications field of study may be awarded upon verification of participant attendance.
Presenter:  Charles Allen

Charles Allen

Senior Managing Consultant

BKD Technologies

Manufacturing & Distribution


A Microsoft Dynamics GP feature that isn’t hidden but also often isn’t used is refreshable Excel reports. These reports give users the ability to view GP data using Excel without exporting data using SmartList. The data is live, and reports can be refreshed to view new and updated data. This webinar will demonstrate how to use and create these reports.

Learning Objectives

Upon completion of this webinar, participants will be able to:

  • Describe refreshable Excel reports
  • Demonstrate how to use them
  • Explain how to create them


CPE Information

Audience:  Accounting and information technology staff
Program Level:  Basic
Delivery Method:  Group internet-based
Advance Preparation:  None
Prerequisites:  None
Refund Policy:  There is no fee associated with this webinar.


Contact Information
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.


BKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org.

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