Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Advanced Financial Analysis reports

(0) ShareShare
ReportReport
Posted on by

Hi,

how can i create a report of Profit & Loss & Balance sheet advance financial report?

Best Regards

Saud Khan

*This post is locked for comments

  • Richard Wheeler Profile Picture
    75,848 Moderator on at
    RE: Advanced Financial Analysis reports

    You will to start with Reports->Financial->Advanced Financial and choose Profit and Loss Statement. You can look at the sample P/L and use that as a guide. This is the original financial reporting tool for GP that was released back in the early 1990's. This was replaced by FRx and then by Management Reporter(MR). MR is now in maintenance mode and there will be no future upgrades. You may want to look into Jet Express for GP or BI 360. These are both Excel based products used to create financial reports. You mentioned you can't get MR installed. What is the problem?

  • Suggested answer
    kassab Profile Picture
    660 on at
    RE: Advanced Financial Analysis reports

    to use Dynamics GP it self please search for the Dynamics GP advanced financial analysis PDF documentation,

    also you can have a look on the following community post that had simiar discussion:

    community.dynamics.com/.../106747

    i recommend you start working with the Management Reporter as its much easier.

    Regards,

  • Community Member Profile Picture
    on at
    RE: Advanced Financial Analysis reports

    Hi Ahmed,

    The management reporter is not working with us so we have only Microsoft Dynamics GP 2015.

    So i wanted to create a report in Quick Financial or Advance Financial report.

  • Suggested answer
    kassab Profile Picture
    660 on at
    RE: Advanced Financial Analysis reports

    Hi Saud,

    Mainly for creating this reports you should use the Management Reporter, with the correct setup of the accounts in the report you will be able to extract whatever financial report you need.

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

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Almas Mahfooz Profile Picture

Almas Mahfooz 3 User Group Leader

Featured topics

Product updates

Dynamics 365 release plans