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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Detailed Revenue Repor...
Microsoft Dynamics GP (Archived)

Detailed Revenue Reports in GP

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Posted on by Amy Trammell 125

Revenue Reports in GP - I need help with using the existing report templates in GP to pull the following data: MTD sales and YTD sales by customer ID, revenue type and by market. Any suggestions on how to get this information???

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  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,146 on at

    I haven't had to look for this information myself specifically, but I would use SmartList every time.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

    Heather offers great advice.  You could also use a Pivot Table and pull the data into that directly from the SQL tables. I bit more complex to setup than a SmartList but more easily refreshable in a summary view.

  • Amy Trammell Profile Picture
    Amy Trammell 125 on at

    We are trying to use the reports in GP to tie those to our Balance Sheets and P&L's. However, there are some manual reversing entries we input for monthly accruals which are not showing via the sales reports. Using the current sales journal report from the Smart List, I pulled in all the columns and rows of data then exported that to Excel into a pivot table to see what information we could get yet it is still missing the manual entries. Any suggestions?

  • Heather Roggeveen Profile Picture
    Heather Roggeveen 9,146 on at

    It sounds like the manual entries are ones that are done via a GL journal - if that is the case, then they won't appear on reports based from the sub-ledger.  The general ledger in GP is the end repository - posting a journal into the AR control account will not put a transaction back to sales.

    Your best option is to do a SmartList download from the Account Transactions section and include Originating Master ID and Originating Master Name.  The Series column gives you the details about the module it came from.  So the combination of the Sales plus additional financial transactions should help you reconcile.

    As a consideration for a slight change in approach you may want to consider.  You could set up an additional "control" account that you use for the accruals.  You can add the two together on any balance sheet reports to give the total.  What is does give you is the ability to just run a trial balance from the sub-ledger and balance to the main control account and then track the adjustments separately.

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