Hands On With MDGP 2018 RTM New Features: New Workflow Functionality – Reporting for Workflow

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has now been released and I have been taking a Hands On look at the installation and configuration of the new version.

I am now going to take a hands on look at the new and enhanced features introduced in Microsoft Dynamics GP. Rather than do this as a continuation of the Hands On series I wrote in December, as originally intended, I am going to split it out into a separate hands On With the features post. The series index is for this new features series, can be found here.

The tenth feature of the day was Reporting for Workflow which saw the addition of some Workflow Reports accessible from the Reports section of the Administration area page:

Administration area page Reports section

The Workflow Reports workf slightly differently to other types of report as you do not get the window which allows you to select the report option and print it; instead you are taken straight to the Workflow Report Options window:

Workflow Report Options

Enter an Option ID and then select a Sort By; this sort by has four types availabile and actually controls which report is printed (the Due Date sort option report is not a history report, but instead shows only outstanding items (this confused me the first time I saw the report as there is no history shown on this report):

Screen Output - Workflow History Report DueDate

After selecting the Sort By, you can enter your Ranges and select the Destination.

Below is an example of the Workflow Type report:

Screen Output - Workflow History Report

I like these reports and think clients will get a lot of use out of them for reviewing the history of submitted documents, but would be happier if they were a report which could easily be exported to Excel as I can see that being a common request. I’ll have a think and may submit a request to Microsoft to have a refresh-able Excel or Reporting Services Report version added to a future version.

Click to show/hide the Hands On With MDGP 2018 RTM New Features Series Index

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