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Suggested answer

"GP Data Files"

Posted on by Microsoft Employee

Hi:

An end user would like to export "GP Data Files" dated July 2019 for a third party, so that that third party can open them and see financial information and create reports. 

Other than by providing a backup file (.bak) from July 2019, would the best thing be to export such data from SmartList where the transaction date is 07/31/2019?

Specifically, the end user wants to save the data files to a flash drive at the server where GP runs.

Thank you!

John

  • Suggested answer
    Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Moderator on at
    RE: "GP Data Files"

    As Richard pointed out, providing them with a BAK file would be overkill and they would likely not know where to start with, especially if they have zero knowledge of GP table structures.

    I'd simply use the built-in SQL views to provide them with GL transactions dated between a specific range of dates. If you have the SSRS or Excel reports deployed, then it's even easier as everything is in place already. If not, you could simply use the SQL view "GL Transactions" to pull the data from within any Excel workbook.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: "GP Data Files"

    If all they want is historical financial(GL)  you can use either SSMS, or the Excel Reports or Smartlist to dump data out to a csv file. The next question what fields do they want? A straight dump will give them more than they want. If you can provide a list of the required fields we can provide a script to use to extract that data.

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: "GP Data Files"

    John I think the answer to this starts with 'what format the other user wants'

    If the other user wants SQL data, then BAK is the best.

    If the other user wants EXCEL then Smartlist.  

    Also depends on how much data you are talking about.

    Hope this points in some small way toward a solution for you.

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