Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Rebecca Siegler]

We are looking to update our report writer for the RM Historical Aged Trial Balance in Detail report so that it is excel friendly.

I found this resource from Reese Export the Dynamics GP Payables or Receivables Historical Aged Trial Balance to Excel but it is for GP 2013 or earlier and we are on GP 2018.

Does anyone have or know where we can get a package for the RM HATB in Detail that is upgraded to be compatible with GP 2018 R2?

Thank you!

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Rebecca Siegler
Ascend Learning, LLC
Leawood KS
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[Bryan Wilton]

If you deploy the SSRS reports for GP, there is an out of the box report for RM HATB, which can go directly to Excel.  You could also strip down the GP Report Writer report to make it easier to print to a file and open in Excel but the SSRS report is probably the best way to go.

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Bryan Wilton
Vice President
LBMC Technology Solutions
Kansas City MO
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[Bruce Strom]

I recently ran into a client where the SSRS HATB did not match the GP HATB, and if they don’t match the GP HATB is gospel.

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Bruce Strom
Programmer Analyst
Paradise GP Consulting, Inc.
Sunrise FL
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