{"id":1492,"date":"2018-09-06T11:11:39","date_gmt":"2018-09-06T15:11:39","guid":{"rendered":"https:\/\/cssi.com\/?p=1492"},"modified":"2021-05-14T18:02:42","modified_gmt":"2021-05-14T18:02:42","slug":"dynamics-gp-management-reporter-faq","status":"publish","type":"post","link":"https:\/\/cssi.com\/gp\/2018\/09\/06\/dynamics-gp-management-reporter-faq\/","title":{"rendered":"Dynamics GP Management Reporter FAQ &#8211; frequently asked questions"},"content":{"rendered":"<h2><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Dynamics GP<\/span><\/span> <span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"JTVCJTdCJTIyY2hpbGRyZW4lMjIlM0ElNUIlN0IlMjJ0ZXh0JTIyJTNBJTIyRHluYW1pY3MlMjBHUCUyMC0lMjBNYW5hZ2VtZW50JTIwUmVwb3J0ZXIlMjBmb3IlMjBCZWdpbm5lcnMlMjBGQVElMjIlN0QlNUQlMkMlMjJ0eXBlJTIyJTNBJTIycGFyYWdyYXBoJTIyJTdEJTVE\"> for Beginners FAQ<\/span><\/h2>\n<p><span data-slate-leaf=\"true\">Microsoft&#8217;s <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\"> tool can be extremely useful for <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Dynamics GP<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> users<\/span><\/span><span data-slate-leaf=\"true\"> to create a <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">financial <\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span><\/span><span data-slate-leaf=\"true\"> such as <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">balance sheet<\/span><\/span><span data-slate-leaf=\"true\"> , <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">trial balance<\/span><\/span><span data-slate-leaf=\"true\"> , <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">income statement<\/span><\/span><span data-slate-leaf=\"true\"> , and really any kind of <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">financial statements<\/span><\/span><span data-slate-leaf=\"true\"> . Here are answers to several frequently asked questions about the Microsoft Dynamic GP <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\"> tool:<\/span><\/p>\n<p>Questions answered here:<\/p>\n<ul>\n<li><em><a href=\"#currentversion\"><span data-slate-leaf=\"true\">What&#8217;s the most current version of <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Microsoft <\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"JTVCJTdCJTIyY2hpbGRyZW4lMjIlM0ElNUIlN0IlMjJjaGlsZHJlbiUyMiUzQSU1QiU3QiUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMldoYXQncyUyMHRoZSUyMG1vc3QlMjBjdXJyZW50JTIwdmVyc2lvbiUyMG9mJTIwTWljcm9zb2Z0JTIwTWFuYWdlbWVudCUyMFJlcG9ydGVyJTIwYXZhaWxhYmxlJTNGJTIyJTdEJTVEJTJDJTIydHlwZSUyMiUzQSUyMmxpbmslMjIlMkMlMjJocmVmJTIyJTNBJTIyJTIzY3VycmVudHZlcnNpb24lMjIlN0QlNUQlMkMlMjJ0eXBlJTIyJTNBJTIybGlzdC1pdGVtJTIyJTdEJTVEJTJDJTIydHlwZSUyMiUzQSUyMmJ1bGxldGVkLWxpc3QlMjIlN0QlNUQ=\"> available?<\/span><\/a><\/em><\/li>\n<li><em><span data-slate-node=\"text\"><a href=\"#versionworks\" target=\"_new\" rel=\"noopener\" data-slate-node=\"element\" data-slate-inline=\"true\" data-slate-fragment=\"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\">What version of <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span> will work with my current <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Dynamics GP<\/span> version?<\/a><\/span><\/em><\/li>\n<li><a href=\"#upgrade\"><em>What if I\u2019d like to upgrade Management Reporter?<\/em><\/a><\/li>\n<li><em><a href=\"#currentlyrunning\">How do I know what version of Management Reporter my organization is currently running?<\/a><\/em><\/li>\n<li><em><a href=\"#reportingtree\">Is there more than one way to add a row to the reporting tree in Management Reporter?<\/a><\/em><\/li>\n<li><em><a href=\"#timeframe\" target=\"_new\" rel=\"noopener\" data-slate-node=\"element\" data-slate-inline=\"true\" data-slate-fragment=\"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\"><span data-slate-node=\"text\">Most times I need to see results for the year so far, and other times I just want to see results for the current month. How do I change the timeframe for which an <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">individual <\/span><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span> runs?<\/span><\/a><\/em><\/li>\n<li><em><a href=\"#fieldmappings\" target=\"_new\" rel=\"noopener\" data-slate-node=\"element\" data-slate-inline=\"true\" data-slate-fragment=\"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\"><span data-slate-node=\"text\">It&#8217;s easier for me to review field mappings in <span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Microsoft Excel<\/span>. What&#8217;s the easiest way for me to review the row definitions in Excel?<\/span><\/a><\/em><\/li>\n<\/ul>\n<p><strong><em>What\u2019s the most <a id=\"currentversion\"><\/a>current version of Microsoft Management Reporter available?<\/em><\/strong><br \/><span data-slate-leaf=\"true\">The most current version of <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\"> is <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\"> 2012. It&#8217;s the Cumulative Updates (service pack update versions) that you want to keep your eye on since it&#8217;s unclear as to whether there will be full future versions of <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\"> released. The most current version and service pack (CU16) is: 2.12.16002.0<\/span><\/p>\n<p><strong><em>What <a id=\"versionworks\"><\/a>version of Management Reporter will work with my current Dynamics GP version?<\/em><\/strong><br \/><span data-slate-leaf=\"true\">We&#8217;re so glad you asked! It does make a difference. Here are the versions of GP that the most current version of <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">Management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> Reporter<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\"> will work with:<br \/>GP 2013<br \/>GP 2013 R2 <br \/>GP 2015 <br \/>GP 2015 R2 <br \/>GP 2016 <br \/><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\">GP 2016 R2 <br \/><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"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\">GP 2018<\/span><\/p>\n<p>If you\u2019re thinking about using Management Reporter or <a href=\"https:\/\/cssi.com\/gp\/service\/gp-upgrades\/\">upgrading GP<\/a>, be sure to investigate version compatibility. Not sure where to find this information? Contact us at <a href=\"mailto:support@cssi.com\" data-cke-saved-href=\"mailto:support@cssi.com\">support@cssi.com<\/a> and we\u2019ll help you find the information you need.<\/p>\n<p><strong><em>What if I\u2019d like to <a id=\"upgrade\"><\/a>upgrade Management Reporter?<\/em><\/strong><br \/><span style=\"color: #000000;\">Contact us at<\/span> <a href=\"mailto:support@cssi.com\" data-cke-saved-href=\"mailto:support@cssi.com\">support@cssi.com<\/a><span style=\"color: #000000;\"> for more information. We\u2019re happy to help you out! <span data-slate-leaf=\"true\">We can also support and <a href=\"https:\/\/cssi.com\/gp\/service\/training-education\/\">train you on <\/a><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> design<\/span><\/span><span data-slate-leaf=\"true\">, using this <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">report<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> designer<\/span><\/span><span data-slate-leaf=\"true\"> to create <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">multiple reports<\/span><\/span><span data-slate-leaf=\"true\">, and setting up your <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">data<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> warehouse<\/span><\/span><span data-slate-leaf=\"true\"> \/ <\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\">management<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> reporter<\/span><\/span><span data-slate-leaf=\"true\"><span class=\"getHighlights__Term-sc-1s71y2o-0 bOHVYF highlight--related-topic\"> database<\/span><\/span><span data-slate-leaf=\"true\" data-slate-fragment=\"JTVCJTdCJTIyY2hpbGRyZW4lMjIlM0ElNUIlN0IlMjJ0ZXh0JTIyJTNBJTIyV2UlMjBjYW4lMjBhbHNvJTIwc3VwcG9ydCUyMGFuZCUyMHRyYWluJTIweW91JTIwb24lMjByZXBvcnQlMjBkZXNpZ24lMkMlMjB1c2luZyUyMHRoaXMlMjByZXBvcnQlMjBkZXNpZ25lciUyMHRvJTIwY3JlYXRlJTIwbXVsdGlwbGUlMjByZXBvcnRzJTJDJTIwYW5kJTIwc2V0dGluZyUyMHVwJTIweW91ciUyMGRhdGElMjB3YXJlaG91c2UlMjAlMkYlMjBtYW5hZ2VtZW50JTIwcmVwb3J0ZXIlMjBkYXRhYmFzZS4lMjAlMjIlN0QlNUQlMkMlMjJ0eXBlJTIyJTNBJTIycGFyYWdyYXBoJTIyJTdEJTVE\">. <\/span><\/span><\/p>\n<p><strong><em>How do I know what version of Management Reporter my organization is currently running<a id=\"currentlyrunning\"><\/a>?<\/em><\/strong><br \/>In Management Reporter, click on Help and select About Management Reporter<br \/><img decoding=\"async\" class=\"alignnone wp-image-1498 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/1-1.png\" alt=\"\" width=\"934\" height=\"402\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 934px; --smush-placeholder-aspect-ratio: 934\/402;\" \/><\/p>\n<p>On the About Management Reporter screen, look for the version information:<br \/><img decoding=\"async\" class=\"alignnone wp-image-1499 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/2-1.png\" alt=\"\" width=\"512\" height=\"335\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 512px; --smush-placeholder-aspect-ratio: 512\/335;\" \/><\/p>\n<p><strong><em>Is there more than one way to add a row to the <a id=\"reportingtree\"><\/a>reporting tree in Management Reporter?<\/em><\/strong><br \/>a) Right-click and select to insert the new row amongst existing rows:<br \/>Click to edit the reporting tree:<br \/><img decoding=\"async\" class=\"alignnone wp-image-1500 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/3-1.png\" alt=\"\" width=\"659\" height=\"464\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 659px; --smush-placeholder-aspect-ratio: 659\/464;\" \/><\/p>\n<p>Right-click where you\u2019d like to add the new row and select Insert Reporting Unit:<br \/><img decoding=\"async\" class=\"alignnone wp-image-1501 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/4-1.png\" alt=\"\" width=\"458\" height=\"468\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 458px; --smush-placeholder-aspect-ratio: 458\/468;\" \/><\/p>\n<p>b) Select the row where you\u2019d like to insert the new row and click the Insert Row button:<br \/><img decoding=\"async\" class=\"alignnone wp-image-1502 size-large lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/5-1-1024x388.png\" alt=\"\" width=\"640\" height=\"243\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/243;\" \/><\/p>\n<p>c) Copy and paste an existing row<br \/>Right-click and Copy the row you\u2019d like to duplicate and then right-click and Paste where you\u2019d like it to be inserted<br \/><img decoding=\"async\" class=\"alignnone wp-image-1503 size-large lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/6-1-1024x659.png\" alt=\"\" width=\"640\" height=\"412\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/412;\" \/><\/p>\n<p><strong><em>Most times I need to see results for the year so far, and other times I just want to see results for the current month. How do I change the <a id=\"timeframe\"><\/a>timeframe for which an individual report runs?<\/em><\/strong><br \/>a) On the Report tab, you can specify which month you\u2019d like set as your Base Period.<br \/><img decoding=\"async\" class=\"alignnone wp-image-1504 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/7-1.png\" alt=\"\" width=\"971\" height=\"500\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 971px; --smush-placeholder-aspect-ratio: 971\/500;\" \/><\/p>\n<p>b) Click the Column details icon.<br \/><img decoding=\"async\" class=\"alignnone wp-image-1505 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/8-1.png\" alt=\"\" width=\"968\" height=\"500\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 968px; --smush-placeholder-aspect-ratio: 968\/500;\" \/><br \/>c) In the Periods Covered field(s), select whether you want the fields to register as YTD (Year to Date) or PERIODIC (Periodic). YTD will show any data from the beginning of the year up to the month you\u2019ve selected as your Base period. Periodic will show data only for the month you\u2019ve selected as your Base period.<br \/><img decoding=\"async\" class=\"alignnone wp-image-1506 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/9-1.png\" alt=\"\" width=\"652\" height=\"326\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 652px; --smush-placeholder-aspect-ratio: 652\/326;\" \/><\/p>\n<p><strong><em>It\u2019s easier for me to review<a id=\"fieldmappings\"><\/a> field mappings in Microsoft Excel. What\u2019s the easiest way for me to review the row definitions in Excel?<\/em><\/strong><br \/>a) On the Report tab, select the Rows details icon.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1497 size-full lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/10-1.png\" alt=\"\" width=\"660\" height=\"467\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 660px; --smush-placeholder-aspect-ratio: 660\/467;\" \/><\/p>\n<p>b) Copy the data fields in the Row Definition<\/p>\n<p><strong>Pro Tip: <\/strong>Instead of trying to manually select and copy all the fields, just double-click in the square in the top-left corner of the fields. It will auto-select all data fields in a snap!<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1493 size-large lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/11-1-1024x499.png\" alt=\"\" width=\"640\" height=\"312\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/312;\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1494 size-large lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/12-1-1024x543.png\" alt=\"\" width=\"640\" height=\"339\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/339;\" \/><\/p>\n<p>c) Open a New Excel Book and paste the data.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1495 size-large lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/13-1-1024x633.png\" alt=\"\" width=\"640\" height=\"396\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/396;\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-1496 size-large lazyload\" data-src=\"https:\/\/cssi.com\/wp-content\/uploads\/14-1-1024x662.png\" alt=\"\" width=\"640\" height=\"414\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/414;\" \/><\/p>\n<h2>Training GP Management Reporter Training Videos<\/h2>\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"GP Webinar - Management Reporter for Beginners\" width=\"500\" height=\"281\" data-src=\"https:\/\/www.youtube.com\/embed\/lcES1xEZWn8?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Your Next Steps<\/h2>\n\n\n\n<p><strong>Want to learn more about Dynamics GP, receive <a href=\"https:\/\/cssi.com\/gp\/service\/gp-training\/\">Management Reporter training<\/a>, or learn how to create financial statements such as a balance sheet in MR? Join our GP mailing list:<\/strong><br><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 3.1.\"),o(),0))},initializeOnLoaded:function(o){gform.callIfLoaded(o)||(document.addEventListener(\"gform_main_scripts_loaded\",()=>{gform.scriptsLoaded=!0,gform.callIfLoaded(o)}),document.addEventListener(\"gform\/theme\/scripts_loaded\",()=>{gform.themeScriptsLoaded=!0,gform.callIfLoaded(o)}),window.addEventListener(\"DOMContentLoaded\",()=>{gform.domLoaded=!0,gform.callIfLoaded(o)}))},hooks:{action:{},filter:{}},addAction:function(o,r,e,t){gform.addHook(\"action\",o,r,e,t)},addFilter:function(o,r,e,t){gform.addHook(\"filter\",o,r,e,t)},doAction:function(o){gform.doHook(\"action\",o,arguments)},applyFilters:function(o){return gform.doHook(\"filter\",o,arguments)},removeAction:function(o,r){gform.removeHook(\"action\",o,r)},removeFilter:function(o,r,e){gform.removeHook(\"filter\",o,r,e)},addHook:function(o,r,e,t,n){null==gform.hooks[o][r]&&(gform.hooks[o][r]=[]);var d=gform.hooks[o][r];null==n&&(n=r+\"_\"+d.length),gform.hooks[o][r].push({tag:n,callable:e,priority:t=null==t?10:t})},doHook:function(r,o,e){var t;if(e=Array.prototype.slice.call(e,1),null!=gform.hooks[r][o]&&((o=gform.hooks[r][o]).sort(function(o,r){return o.priority-r.priority}),o.forEach(function(o){\"function\"!=typeof(t=o.callable)&&(t=window[t]),\"action\"==r?t.apply(null,e):e[0]=t.apply(null,e)})),\"filter\"==r)return e[0]},removeHook:function(o,r,t,n){var e;null!=gform.hooks[o][r]&&(e=(e=gform.hooks[o][r]).filter(function(o,r,e){return!!(null!=n&&n!=o.tag||null!=t&&t!=o.priority)}),gform.hooks[o][r]=e)}});\n\/* ]]> *\/\n<\/script>\n\n                <div class='gf_browser_gecko gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework label-hidden_wrapper center-button_wrapper' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_2' ><div id='gf_2' class='gform_anchor' tabindex='-1'><\/div><form method='post' enctype='multipart\/form-data' 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