GPUG Summit 2015 has ended

Create Your Own Event

GPUG Summit 2015

9:45am PDT

How to Shine a Spotlight on Your SSRS Reports

Find out how to make your SQL Server Reporting Services (SSRS) reports stand out and do things you didn't think were possible!

Speakers

Aaron Back

Senior Application Specialist, CareSource

Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications... Read More →

Wednesday October 14, 2015 9:45am - 10:45am PDT
Paradise B

Reporting, Presentation

Level of Knowledge Intermediate
Version of Dynamics GP GP V2015
Job Role Business Analyst, IT Professional
CPE Eligible? Yes

9:45am PDT

Management Reporter: 50 Tips in 50 Minutes

Do you need some quick tips for Management Reporter? Make efficient use of your time and attend this session for 50 tips in 50 minutes. In this session we will cover report design, shortcuts and report distribution tips in a fast-paced format that will help you get more out of your solution. This is a cross-conference session and will be shared by other user group members.

Speakers

Noah Moseley

Managing Partner, MSX Group

Noah specializes in consulting services for Management Reporter, Forecaster and FRx for Microsoft Dynamics ERP. With over 15 years of experience implementing these products, clients and partners have an expert resource to assist them with report creation, budget setup and training... Read More →

Wednesday October 14, 2015 9:45am - 10:45am PDT
Paradise A

Reporting, Presentation

Level of Knowledge Intermediate
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

9:45am PDT

SmartList Builder Laid Bare

This session will open up the closet on one of your peer's SmartList and SmartList Builder environments. We will dig into a real-life scenario and discuss why they decided to build theses lists in SLB, as well as how they found the data and what functions they used and why. We will learn from their mistakes and, as a group, make suggestions on improvements. This is a highly interactive session where we review, praise and critically analyze one company's implementation of SmartList Builder.

Speakers

Michelle Kocher

Director of Operations, Delta Medical Systems

As the Director Operations at Delta Medical Systems, I oversee Delta's daily operational activities. I was part of the initial team at Delta to implement Dynamics GP with Field Service and have since become the company's GP Power User. My GP strengths are in the area of Field Service... Read More →

Martin Olsen

Wednesday October 14, 2015 9:45am - 10:45am PDT
Paradise C

Reporting, Presentation

Level of Knowledge Basic, Intermediate, Advanced
Version of Dynamics GP GP V2015
Job Role AP Professional, AR Professional, Business Analyst, Controller-CFO, Finance, IT Professional
CPE Eligible? No

11:00am PDT

A High-Level Overview Of Financial Reporting with Management Reporter

New to Management Reporter? This is the perfect session for you. Learn from the experts how to create, generate, archive and distribute your financial statements. Create your income statements, balance sheet statements, cash flow statements and any other supporting schedules from your general ledger with this easy-to-use Microsoft application.

Speakers

Noah Moseley

Managing Partner, MSX Group

Noah specializes in consulting services for Management Reporter, Forecaster and FRx for Microsoft Dynamics ERP. With over 15 years of experience implementing these products, clients and partners have an expert resource to assist them with report creation, budget setup and training... Read More →

Wednesday October 14, 2015 11:00am - 12:00pm PDT
Paradise A

Reporting, Presentation

Level of Knowledge Basic
Job Role Business Analyst, Controller-CFO, Finance
CPE Eligible? Yes

11:00am PDT

Refreshable Excel Reports - The Rest Of The Story…

There have been many sessions on deploying Refreshable Excel Reports for Dynamics GP, but little time has been spent on security setup. This session will demonstrate a security configuration that once setup is very easy to maintain. We will use Active Directory groups to manage all aspects of the security model so all you have to do is add or remove users to groups to allow or deny access to a series of reports.
This session will be repeated on Friday at 3:30 p.m.

Speakers

Tom Monfre

Tylor Schienke

Business Systems Analyst, Batteries Plus LLC

Wednesday October 14, 2015 11:00am - 12:00pm PDT
Paradise C

Reporting, Presentation

Level of Knowledge Intermediate
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

11:00am PDT

What Next: Understanding SQL Report Security

So you created a SQL report. Great. What next? Security for SQL reports is not only misunderstood, but often misapplied - leaving gaps in your security strategy. This session will walk through the security structure, so you leave understanding how to apply security that will be meaningful and understandable.

Speakers

Christina Phillips

Wednesday October 14, 2015 11:00am - 12:00pm PDT
Paradise B

Reporting, Presentation

Level of Knowledge Basic, Intermediate
Version of Dynamics GP GP V2015
Job Role Business Analyst, Controller-CFO, Developer, Finance, IT Professional
CPE Eligible? Yes

9:30am PDT

Excel Report Builder - Your Miracle Tool For 'Sexy' Formatting

In this session, we'll dig into Excel Report Builder and build reports step-by-step from scratch. Discover how to use "sexy" formatting in Microsoft Excel without breaking your data connections and deliver everything SmartList Builder does, but without a Microsoft Dynamics GP license.
This session will be repeated on Friday at 2:15.

Speakers

Nicole Albertson

Product Specialist, eOne Solutions

I am a product specialist working extensively with the products from eOne like SmartList Builder, Extender, and SmartView.

Thursday October 15, 2015 9:30am - 10:30am PDT
Paradise C

Reporting, Presentation

Level of Knowledge Basic, Intermediate
Version of Dynamics GP GP V2015
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

9:30am PDT

Fasten Your Seat Belts and Let's 'Excel'

If you want a session that gives you an hour jam packed with great Excel tips and tricks, then this is a don't miss session for you. Join this session and expect to learn up to 50 great tips that will help you conquer Excel and become a power user of this every day office tool!
This is a cross conference session and will be shared by other User Group Members.

Speakers

Tara Grant

VP of Marketing, Jet Reports

Noah Kluge

Thursday October 15, 2015 9:30am - 10:30am PDT
Convention Center Room A1

Reporting, Presentation

Level of Knowledge Basic
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

9:30am PDT

SQL Queries on Steroids

Are you looking to get more out of your SQL queries? Then come and "bulk up" on your SQL knowledge!
This session will be repeated on Friday at 2:15.

Speakers

Aaron Back

Senior Application Specialist, CareSource

Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications... Read More →

Thursday October 15, 2015 9:30am - 10:30am PDT
Paradise B

Reporting, Presentation

Level of Knowledge Intermediate
Version of Dynamics GP GP V2015
Job Role Business Analyst, IT Professional
CPE Eligible? Yes

2:00pm PDT

What's the Difference Between SmartList Designer and SmartList Builder?

Ever wonder what the difference really is between all these "Smart" reporting tools. Learn the differences, benefits, and downfalls of each so you know what tool meets your needs.

Speakers

Nicole Albertson

Product Specialist, eOne Solutions

I am a product specialist working extensively with the products from eOne like SmartList Builder, Extender, and SmartView.

Martin Olsen

Thursday October 15, 2015 2:00pm - 3:00pm PDT
Paradise B

Reporting, Presentation

Level of Knowledge Basic
Version of Dynamics GP GP V2015
Job Role AP Professional, AR Professional, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional
CPE Eligible? No

3:15pm PDT

Time for a Checkup: Healthier HealthCare Reporting

Patients are the heartbeat of healthcare, but how do you know if your business is worth more than just a pulse? Let’s try to simplify that potentially overwhelming task. Learn more about choosing relevant information from financial, practice management, and EHR systems. Explore the powerful insight gained with healthcare focused unit economics and see a few meaningful ways to bring it all together.

Speakers

Heather Lassourreille

Thursday October 15, 2015 3:15pm - 4:15pm PDT
Paradise A

Reporting, Presentation

Level of Knowledge Basic, Intermediate, Advanced
Version of Dynamics GP GP V2013
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Finance, IT Professional
CPE Eligible? No

4:45pm PDT

Get an A+ on Reporting

Come and learn from a User Peer how he earned an A+ on Reporting for his organization. He'll share tips and How2 for both Management Reporter and SmartList.

Speakers

Steve Burney

Financial Systems Senior Analyst, Correct Care Solutions, LLC

Steve has been enjoying the Great Plains experience for over 30 years and is looking forward to more.

Thursday October 15, 2015 4:45pm - 5:45pm PDT
Paradise B

Reporting, Presentation

Level of Knowledge Intermediate
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

4:45pm PDT

Go All IN! Create Reports With SmartList Designer

Come to this session to learn how you can use SmartList Designer to create SmartLists and Excel Reports.

Speakers

Charles Allen

Thursday October 15, 2015 4:45pm - 5:45pm PDT
Paradise C

Reporting, Presentation

Level of Knowledge Basic
Version of Dynamics GP GP V2015
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

4:45pm PDT

What's Next: Management Reporter Report Distribution

Have you created great reports in MR, but are still manually distributing them? This session will explore how to take your report distribution to the next level using secure report links, security, and report schedules.

Speakers

Christina Phillips

Thursday October 15, 2015 4:45pm - 5:45pm PDT
Paradise A

Reporting, Presentation

Level of Knowledge Intermediate
Version of Dynamics GP GP V2015
Job Role Business Analyst, Controller-CFO, Finance
CPE Eligible? Yes

8:00am PDT

Data to Your People – Using SSRS with Dynamics GP

SSRS (SQL Server Reporting Services) is Microsoft’s standard reporting tool. In this session, we’ll give an overview of all the things you can do with it – including report building, delivering Microsoft Excel spreadsheets, creating visualizations and even making a simple dashboard.
This session will be repeated at 3:30 on Friday.

Speakers

Adam Jacobson

Friday October 16, 2015 8:00am - 9:00am PDT
Paradise C

Reporting, Presentation

Level of Knowledge Intermediate
Version of Dynamics GP GP V2013
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

8:00am PDT

How/When to Use the BI Tools You Already Have

When should I use my reporting tools? With a variety of tools to choose from, it can be overwhelming to decide what strategy is best for a particular report. We will compare and contrast the following reporting tools; Management Reporter, SmartList (GP)/ List export, Analysis Cubes, Power BI, SSRS, and Excel ODBC.

Speakers

Kalyn Kelly

Senior Consultant, Socius

I am a Senior BI and GP resource with Socius in Atlanta GA.

Friday October 16, 2015 8:00am - 9:00am PDT
Paradise B

Reporting, Presentation

Level of Knowledge Basic, Intermediate, Advanced
Job Role AP Professional, AR Professional, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional
CPE Eligible? No

8:00am PDT

Management Reporter - Balance Sheet and Cash Flow Reporting Made Easy

Got your income statements built in Management Reporter? Awesome. See how to also create your balance sheet and cash flow statements. Not only build these, but learn valuable report building tips that can save you heartaches and headaches in troubleshooting reports.

Speakers

Derek Krebs

Partner and Sr Consultant, MSX Group

Derek has over 25 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →

Friday October 16, 2015 8:00am - 9:00am PDT
Paradise A

Reporting, Presentation

Level of Knowledge Basic, Intermediate, Advanced
Job Role Business Analyst, Controller-CFO, Finance
CPE Eligible? Yes

1:00pm PDT

50 Tips in 50 Minutes: The Builders

In this fast-paced session we have added additional tips and tricks. if you've attended this session in the past we have new features to show you to build on the ones learned in the past! You will not be disappointed!

Speakers

Wally Dodds

Friday October 16, 2015 1:00pm - 2:00pm PDT
Paradise A

Reporting, Presentation

Level of Knowledge Basic, Intermediate
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

1:00pm PDT

Migrating from FRx to Management Reporter

If you have been using FRx and are now switching to Management Reporter, this session is for you. Learn important points to consider before, during and after your migration of reports. Not everything converts and there is always cleanup that can be done to save you time. Get the information you need to make your switch smoother and more enjoyable.

Speakers

Derek Krebs

Partner and Sr Consultant, MSX Group

Derek has over 25 years of experience in the fields of accounting, finance and business intelligence software. Prior to becoming a partner and senior consultant with the MSX Group in 2009, Derek spent 12 years consulting at FRx Software and Microsoft where he implemented financial... Read More →

Friday October 16, 2015 1:00pm - 2:00pm PDT
Paradise C

Reporting, Presentation

Level of Knowledge Basic, Intermediate, Advanced
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Finance, HR-PR, IT Professional
CPE Eligible? Yes

2:15pm PDT

Excel Report Builder - Your Miracle Tool For 'Sexy' Formatting

In this session, we'll dig into Excel Report Builder and build reports step-by-step from scratch. Discover how to use "sexy" formatting in Microsoft Excel without breaking your data connections and deliver everything SmartList Builder does, but without a Microsoft Dynamics GP license.
This is a repeat session from Thursday at 9:30.

Speakers

Nicole Albertson

Product Specialist, eOne Solutions

I am a product specialist working extensively with the products from eOne like SmartList Builder, Extender, and SmartView.

Friday October 16, 2015 2:15pm - 3:15pm PDT
Paradise C

Reporting, Presentation

Level of Knowledge Basic, Intermediate
Version of Dynamics GP GP V2015
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

2:15pm PDT

Selecting the Best BI Tool for the Job At Hand

The Business Intelligence (BI) Toolbox for Dynamics GP is chock full of great tools. With the myriad of choices, selecting the best tool for the job can be a challenge. Since there are over eight different Microsoft tools and the plethora of independent software vendor (ISV) solutions, matching tool’s functionality to the BI requirements and getting the optimum combination of functionality, cost and scalability requires a good understanding of what’s in your BI toolbox. We will review the selection of BI tools, their strengths and weaknesses and how best to align the right tool with the BI requirements. You will come away from this session with a good understanding of what’s available in your BI toolbox and how best to leverage these tools in your world.

Speakers

John Kleb

Sikich

Jim Noblitt

Sr. Director, IT, MorphoTrust USA, LLC

Friday October 16, 2015 2:15pm - 3:15pm PDT
Paradise A

Reporting, Presentation

Level of Knowledge Basic
Version of Dynamics GP GP V2015
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Finance, IT Professional
CPE Eligible? No

2:15pm PDT

SQL Queries on Steroids

Are you looking to get more out of your SQL queries? Then come and "bulk up" on your SQL knowledge!
This is a repeated session from Thursday at 9:30.

Speakers

Aaron Back

Senior Application Specialist, CareSource

Aaron Back is an IT Professional with many years of experience in the IT industry. He is very active in the GPUG Community through GPUG Collaborate postings, Special Interest Group (SIG) Speaker, GPUG Summit Speaker, and Microsoft Convergence GPUG Panelist. He is also the VP Communications... Read More →

Friday October 16, 2015 2:15pm - 3:15pm PDT
Paradise B

Reporting, Presentation

Level of Knowledge Intermediate
Version of Dynamics GP GP V2015
Job Role Business Analyst, IT Professional
CPE Eligible? Yes

3:30pm PDT

Data to Your People – Using SSRS with Dynamics GP

SSRS (SQL Server Reporting Services) is Microsoft’s standard reporting tool. In this session, we’ll give an overview of all the things you can do with it – including report building, delivering Microsoft Excel spreadsheets, creating visualizations and even making a simple dashboard.
This is a repeat session from 8:00 on Friday.

Speakers

Adam Jacobson

Friday October 16, 2015 3:30pm - 4:30pm PDT
Paradise B

Reporting, Presentation

Level of Knowledge Intermediate
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes

3:30pm PDT

Refreshable Excel Reports - The Rest Of The Story…

There have been many sessions on deploying Refreshable Excel Reports for Dynamics GP, but little time has been spent on security setup. This session will demonstrate a security configuration that once setup is very easy to maintain. We will use Active Directory groups to manage all aspects of the security model so all you have to do is add or remove users to groups to allow or deny access to a series of reports.
This is a repeat session from Wednesday at 11:00 a.m.

Speakers

Tom Monfre

Tylor Schienke

Business Systems Analyst, Batteries Plus LLC

Friday October 16, 2015 3:30pm - 4:30pm PDT
Paradise A

Reporting, Presentation

Level of Knowledge Intermediate
Job Role AP Professional, AR Professional, Budget Manager, Business Analyst, Controller-CFO, Developer, Finance, HR-PR, IT Professional, Operations
CPE Eligible? Yes