This is the last of the 4-part series on getting the GL Account segment description into Excel.  As I’ve said before, it doesn’t matter what you want, if it’s in Dynamics GP, you can get it into Microsoft Excel.  This time we’ll use the 3rd party product by eOne called Excel Builder.  I’ll create an Excel Refreshable Report that lives in the same location as the “out of the box” Excel Reports, either in a folder or in SharePoint.

In this series, I showed you how to achieve this using the following tools:

  1. SmartList Designer (Click Here to see it)
  2. Excel Power Query (Click Here to see it)
  3. SmartList Builder (eOne Product – Click Here to see it)
  4. Excel Builder (eOne Product)

Learn more about eOne’s Excel Report Builder by clicking Here!