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Microsoft Dynamics GP 2018: Reporting for Workflow, I need that!!

In Microsoft Dynamics GP 2018, we now have a Workflow Transaction History Detail report available to use.

To open the Workflow Report Options window: On the Reports menu, point to Company, click Workflow History.   This will open this Workflow Report Options window, where we have the option to sort by Workflow Type, Workflow User, Completion Date or Due Date, then we can add restrictions as needed.

We can also include workflow comments on the report as an option.

WorkflowReportOptionsWIndow.JPG

 

The Workflow Transaction History Detail report looks like this example:

 WorkflowHistoryReport.JPG

While we can still create custom reports pulling Workflow information, this default report gives us a good beginning report that has a majority of the information customers are looking for in regard to Workflow transactions.

 

Table Changes

While the Workflow Transaction History Detail report itself pulls data from existing workflow tables, a new table Workflow History Report Options (WF70500) was created to store your saved options in the Workflow Report Options window.

WFReportingTableChanges.JPG

If you haven't already done so, please look at the Microsoft Dynamics GP 2018 New Feature Blog Series Schedule page with links to over 30 different new feature blogs!!!


 

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  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    From, Derek Albaugh, aka, the man with an unlimited exclamation point plan, Microsoft Dynamics GP 2018: Reporting for Workflow, I need that!!

    The post Microsoft Dynamics GP 2018: Reporting for Workflow, I need that!! appeared first on DynamicAccounting

  • Community Member Profile Picture Community Member Microsoft Employee
    Posted at

    From, Derek Albaugh, aka, the man with an unlimited exclamation point plan, Microsoft Dynamics GP 2018