Create a Payables Historical Aged Trial Balance Summary ...

How to create a Payables Historical Aged Trial Balance Summary SSRS report · Go to your SQL Server Reporting Services reports page · Click on the ... HowtocreateaPayablesHistoricalAgedTrialBalanceSummarySSRSreportSQLServerReportingServicesisanamazingreportingtool.However,Irecentlynoticedthatmostofthereportsprintindetail. UserswantthesamefunctionalityfromSSRSthatisavailabletotheminDynamicsGP,suchasDetailandSummaryversionsofreports. Inthisstep-by-stepguide,IwillwalkyouthroughcreatingaSummaryversionofthePayablesHistoricalAgedTrialBalance. GotoyourSQLServerReportingServicesreportspage ClickontheCompanyFolder ThenClickonthePurchasingFolder ClickontheHistoricalAgedTrialBalanceandselectEditinReport  ReportBuilderwilllaunch.ClickthePieIconinthelefthandcornerandclickSaveAs RenametheReporttoHistoricalAgedTrialBalance-SummaryandclickSave RemovetheRowGroupingsforTbl_Main_Details_Group,todoso:RightclickontheGroupandclickDeleteGroup.ChooseDeletegroupandrelatedrowsandcolumns. ClickOk RemovetheRowGroupingsforGrp_Control_Numberinthesamefashionasabove Removetheunwantedcolumnheadingsfromthereportsuchasthefollowing: Todoso,clickonthecelluntiltheboxishighlightedingreyandhityourdeletebuttononyourkeyboard Completethisfortheremainingcolumnheadings MovetheVENDORIDROWupslightlybutdonotmovethefieldsintotheaboverow.ThisundoesthegroupingontheVendorID. Wherethereportdisplaysthetitleadd“-Summary”tothereport ClickRunontheRibbonandrunthereporttoreviewhowitlooks EnterinformationlikeyounormallywouldandthenclickViewReport Thereportwillloadandyoucanviewhowtheinformationwillbedisplayedtotheusers Youmaynoticeattheveryendofthereportviewerthatthegrandtotalslookscrunchedtogether.Youmightneedtomovethecolumnsbyusingtheslidersatthetoptoadjustthefields. Whenfinishedwithyourreportstyling,savethereport,andExitReportBuilder. ClickbacktotheCompanyReportsfoldersandclickPurchasingfolderagaintorefreshyourreports.YouwillnowseeHistoricalAgedTrialBalance-Summaryavailable. Grantsecurityaccesstothereportasneeded. Asyoucansee,afterafewquickstepsyounowhaveaSummaryversionoftheHistoricalAgedTrialbalancereadyforreview. YoucanutilizethesamestepsifyouwouldliketocreateonefortheReceivablesHistoricalAgedTrialbalance. Thefieldsandgroupingswillbedifferentbutthesameconceptapplies. Ifyouneedfurtherassistancewiththiscreation,youcanreachouttousbyfillingtheformbelow. RelatedArticles DynamicsGPPAHistoricalTransactions 6Frustration-EliminatingTipsforMicrosoftDynamicsGP2013ReportWriter UnderstandingtheReceived/NotInvoiced(RNI)ReportinDynamicsGP Author:FMTConsultantsDate:May2,2018 RecentArticles BuildBridgesBetweenYourSystems! Understanding&ImprovingYourOracleNetSuiteSkillsIn2022 DynamicsGP–DidYouKnow:IRP Thinka4-dayWorkWeekisPossible? ShouldYouGetTested? Microsoft’s“NewCommerceExperience” RelatedArticles DynamicsGPPAHistoricalTransactions 6Frustration-EliminatingTipsforMicrosoftDynamicsGP2013ReportWriter UnderstandingtheReceived/NotInvoiced(RNI)ReportinDynamicsGP Solutions-ERP -CRM -BI -IT -INTEG Platforms-Microsoft -NetSuite -Salesforce -Partners Resources-AllResources -Blog -Offers -Webinars -FMTWorks About-Company -Careers -Support -Contact Location1808AstonAve,Suite130, Carlsbad,CA92008+18443694593VisitourFacebookVisitourTwitterVisitourLinkedIn©2022 FMTConsultants,LLC.|PrivacyPolicy XContactUs XNewsletterSign-up searchclosearrow-circle-o-downmenu linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram