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GL Current and History data on excel report builder

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Posted on by Community Member Microsoft Employee

I created an excel report that shows debits and credits for all GL accounts by year (open or closed) using Excel Report Builder on GP 10. Didn't have any problem.

We upgraded to GP 2010 and now I cannot replicate the results. I linked the following tables to the Account Index Master table: 1. Account Current Summary Master and 2. Account Summary History.

Both tables have the same fields but when I run the report it only shows historical data or current data depending on which table I used to select the columns. This didn't happen when I used GP 10.

Any idea on how can I pull current and historical data on the same report?

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Community Member Microsoft Employee on at

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Re: GL Current and History data on excel report builder

I found the solution to the problem, the first table is the only one that can be matched to other table so I removed the Account Index Master Table. Now my first table is Account Summary Master.

To match the Account Summary History table you don't have to "add" the table, instead click on edit table, then click on "Matched Tables" and the add here the Account Summary History table.

Now the report will show both, current and historical data.

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