Reporting for Dynamics GP

SmartList Suite, included with Popdock

Get the most value out of Dynamics GP with the Popdock Business Plan which includes eOne’s complete SmartList Suite:

SmartList Builder allows users to create lists from all their Dynamics GP data by creating custom lists that pull data from various tables.  SmartList Builder also contains Excel Report Builder, Navigation List Builder, and Drill Down Builder.

SmartView provides a fast and flexible interface to all existing SmartLists from Dynamics GP and those created using SmartList Builder.  See lists in seconds, apply an unlimited number of filters, export to Excel in seconds, view SmartLists outside of GP, and more.

Popdock allows you to access, embed, and work with your business data more efficiently.  Popdock is a cloud reporting and virtual integration app that combines the best of SmartList Builder, SmartView, and eOne’s integration apps together for cloud and on-premise apps.  Build custom lists with data from GP and your other business apps and securely share them in the Popdock app or via Popdock widgets that you embed in your app.

Self-Service Reporting

Getting to the details shouldn’t require code or having to remember special formulas.

eOne’s Popdock gives users the power to search, create advanced queries, and create Dynamics GP reports that help them be more efficient at their jobs.

• Connect to all of your existing Dynamics GP SmartLists, eConnect data, SQL tables, and SQL queries to create standard and custom lists.
• Add calculations and restrictions to your lists.
• Search and use advanced filtering.
• Group and subgroup to see totals and subtotals by category.
• Use multi-company reporting across your lists.
• Save Favorites and share them with other users.
• Use actions to do things like open records, see related details, or run processes.
• Export Dynamics 365 GP reports to Microsoft Excel or PDF.

Embedded Reporting

Allow users to report right from within Dynamics GP and get to their data and insights faster.

• Create and access reports with Dynamics 365 GP data, historical data, and data from other apps without leaving Dynamics 365 Business Central.
• Utilize all the self-service reporting options.
• Enjoy a no-code setup experience to embed full Popdock or embed reporting on Dynamics 365 records with parameters.

Cross-App Reporting

Combine Dynamics 365 Business Central data and data from other applications with Custom Lists.

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps.

Without writing a single line of code, Popdock makes it possible to:

• Join data from multiple sources into one list based on the field.
• Compare similarities and differences between lists.
• Merge data into a single list.
• Summarize data from multiple sources into a single list.

Analytics

Need management reports? Popdock’s matrix reports allow you to create analysis reports on Dynamics GP and all your other data.

Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs. this month or year-over-year?  Matrix reports let you create an aggregate, variance, and color-coding to see an at-a-glance analysis of your Dynamics GP data.

Pre-Built Reports for Dynamics GP

SmartLists in Popdock

All of your existing SmartLists can be used in Popdock and made accessible to both Dynamics GP and non-Dynamics GP users.

SmartList Templates

eOne has a long list of powerful SmartList Templates available for you to activate in SmartList Builder.  Access them here (link the SmartList Builder Product page).

Popdock Pre-Built Reports

eOne’s Popdock allows you to connect to all your standard and custom Dynamics GP data.  These are just a few of the default lists that come with the Dynamics GP connector: