This post is part of the Hands On with Microsoft Dynamics GP October 2019 Release New Features – Top Feature Requests series where I am going hands on with the top feature requests of the new version of Microsoft Dynamics GP; it is part of the larger Hands On with Microsoft Dynamics GP October 2019 Release New Features series.
The first enhancement from the top requested features is the ability to copy a report option. This allows you to replicate one report option under a different name, make some changes and then save the changes, allowing you to quickly set up standard options on a range of report options.
To copy a report option, enter the new Option name and click the Copy button on the action pane:
Select the report option to copy the setup from and click OK:
The report options will be copied over to the new option allowing you to make any required amendments before saving:
The example above shows a detailed Payables Trial Balance with options report copied to a summary version; the only change, I’d need to make is to unmark the In detail checkbox.
When I heard of this new enhancement, I didn’t really see the point, but a few days later I was on site doing training for a client and I was showing them how to set up Trial Balance reports and realised I had no quick way of setting up identical summary and detailed versions. If only they’d had this version!