web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Build Financial Statem...
Finance | Project Operations, Human Resources, ...
Answered

Build Financial Statements in Dynamics GP

(4) ShareShare
ReportReport
Posted on by RS-26021853-0 8
Hello,
 
Looking for a resource to create balance sheet, income statement and statement of cash flow in Dynamics GP. 
Any help is greatly appreciated.
 
Thanks,
Ray
Categories:
Microsoft Dynamics GP
I have the same question (0)
  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,354 Moderator on at

    In Microsoft Dynamics GP, financial statements like the Balance Sheet, Income Statement, and Statement of Cash Flows can be created using Management Reporter (MR) or Financial Reporter.

    Solution Options for Building Financial Statements in Dynamics GP

    1. Use Management Reporter (Recommended)

    Management Reporter is the primary tool for creating financial statements in GP. If it's already installed and configured, follow these steps:

    Steps to Create Financial Statements in Management Reporter:

    1. Open Management Reporter and log in.
    2. Set Up a New Report Definition:
      • Go to File > New > Report Definition.
    3. Define Row Definitions:
      • Create a new Row Definition to list accounts and categories for the Balance Sheet, Income Statement, and Cash Flow.
      • Assign account categories from GP’s Chart of Accounts.
    4. Define Column Definitions:
      • Set up a new Column Definition to display financial periods, year-to-date values, and calculations.
    5. Define Reporting Tree (Optional):
      • If you need department-wise reports, create a Reporting Tree to segment data.
    6. Generate the Report:
      • Save and run the report to view the results.

    2. Use GP’s Built-in Financial Statements (Simple Method)

    If you don’t have Management Reporter, you can use Financial Summary Reports:

    • Navigate to Reports > Financial > Trial Balance or Financial Summary.
    • Select Balance Sheet or Income Statement templates.
    • Customize as needed and print or export.

    3. Use SmartList and Excel for Custom Reports

    • Export GP financial data via SmartList (Microsoft Dynamics GP > SmartList).
    • Use Excel with PivotTables to create custom financial statements.

    4. Third-Party Add-ons (If Needed)

    If you require advanced financial reporting, consider Jet Reports or BI360 Solver.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Giorgio Bonacorsi Profile Picture

Giorgio Bonacorsi 616

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 460 Super User 2026 Season 1

#3
Syed Haris Shah Profile Picture

Syed Haris Shah 331 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans