CRGroup Tips & Tricks: Human Resources Report Summary in Microsoft Dynamics GP

Did you know that there are 260+ out-of-the-box reports available in the Microsoft Dynamics GP – Human Resources module?

Some cool facts about these reports:

• The reports can be printed using the Reports option.
• Some reports can be printed during procedures. For example, the Employee Orientation Checklist - Detail report can be printed when entering employee orientation information by choosing Print in the Orientation Checklist window. 
• The Smart List option can be used to print or create new ad-hoc reports above and beyond the 260+ reports included with the module.
• The SmartList Builder, Excel Reports Builder and SSRS are also fantastic tools to create ad-hoc / new reports in the Human Resources module.

Here is the complete list of reports available in the Human Resources module of Dynamics GP.

Attendance reports 

Reports >> Human Resources >> Attendance

• Accrual Codes
• Accrual Codes Detail
• Accrual Schedules
• Accrual Schedules Detail
• Attendance Analysis
• Attendance Average, Percentage
• Attendance Averages
• Attendance Detail
• Attendance Percentage
• Attendance Vacation
• Employee Attendance Detail
• Employee Attendance Summary
• Employee Yearly Accrual Summary
• Linked Codes

Applicant reports 

Reports >> Human Resources >> Applicant

• Applicant Archive
• Applicant Color Code
• Applicant Cost Notes
• Applicant Costs
• Applicant Data Sheet
• Applicant Education
• Applicant Education Notes
• Applicant Extra Fields Report
• Applicant History List
• Applicant Labels 2x10
• Applicant Labels 2x10 Zip Sort
• Applicant Labels 2x7
• Applicant Labels 2x7 Zip Sort
• Applicant Labels 3x10
• Applicant Labels 3x10 Zip Sort
• Applicant List
• Applicant Notes
• Applicant Summary
• Applicant Test Notes
• Applicant Tests
• Applicant Without Letter Sent
• Applicant Work History
• Applicant Work History Notes
• Applications
• Interview Form
• Interview Form Blank
• Interview Notes
• Interview Type Notes
• Interview Types
• Interviews
• Phone Letter
• Position History
• Reference Notes
• References
• Referral Source
• Reject Letter

Benefit reports
Reports >> Human Resources >> Benefits

• Beneficiary Information
• Beneficiary Information (Text)
• Benefit Copay Basic
• Benefit Copay Basic (Text)
• Benefit Copay Enrollment
• Benefit Copay Enrollment (Text)
• Benefit Copay Setup
• Benefit Copay Setup (Text)
• Benefit Dependents
• Benefit History Detail 1
• Benefit History Detail 2
• Benefit Letter
• Benefit Letter Paperwork
• Benefit Payroll
• Miscellaneous Benefits Setup
• COBRA Actual Recipients
• COBRA Balance Statement
• COBRA Initiate history
• COBRA Potential Recipients
• COBRA Qualifying Beneficiaries
• Compensation Summary
• Employee FMLA Balances
• Employee FMLA Balances (Text)
• Employees on FMLA
• Employees on FMLA (Text)
• Enrollment by Benefit
• Enrollment by Employee
• Family Medical Leave Act
• Family Medical Leave Act (Text)
• FMLA Balance Statement
• FMLA Balance Statement (Text)
• Health Insurance Setup
• Investment Setup Report
• Life Table
• Retire and Invest Allocations

Cross-Company reports

Reports >> Human Resources >> Cross-Company

• Archived Employees
• Emergency Contacts
• Employee Address Change
• Employee Anniversary
• Employee Birthdays
• Employee Detail 1, 2 and 3 reports
• Employee Earnings History
• Employee Education
• Employee Education Notes
• Employee Extra Fields
• Employee Hire Dates
• Employee History
• Employee History Notes
• Employee List
• Employee Notes
• Employee Point In Time
• Employee Positions
• Employee Redlined Status
• Employee Service by Hire Date
• Employee Skills
• Employee Summary
• I-9 Renew List
• Phone Directory
• Position Pay Code Linkage
• Requests for Position
• Separated Employee
• Transfer Notes
• Transfer Requests
• Skill Set Certifications
• Skill Expiration
• Train Emps by Skill Set
• Applicant Tests
• Employee Tests
• Test Notes
• Class Employees Not Enrolled
• Class Enrollment
• Class Enrollment Summary
• Class Schedule
• Class Required for Position
• Courses List
• Employee by Skill Set
• Employee Classes
• Employee Position Req. Classes
• Employee Skills Certification
• Incomplete Pos. Req. Classes

Discipline reports

Reports >> Human Resources >> Discipline

• Discipline List
• Discipline Offense Notes
• Discipline Points for All
• Discipline Points for Employee
• Discipline Stage Notes
• Discipline Summary

EEO reports

Reports >> Human Resources >> EEO

• Applicant EEO Class Detail
• Applicant EEO Class Summary
• Applicant EEO Reports (all)
• Applicant Position EEO Detail
• Applicant Position EEO Summary
• Applicant Req. EEO Detail
• Applicant Req. EEO Summary
• EEO 1 Headcount Detail
• EEO 1 Summary
• EEO 4 Detail
• EEO 4 Summary
• EEO 4 Summary Other
• EEO Reports (all)
• EEO Termination Detail
• EEO Termination Summary

 

Employee reports
Reports >> Human Resources >> Employee

• Archived Employees
• Emergency Contacts
• Employee Address Change
• Employee Anniversary
• Employee Birthdays
• Employee Detail 1
• Employee Detail 2
• Employee Detail 3
• Employee Earnings History
• Employee Education
• Employee Education Notes
• Employee Extra Fields
• Employee Hire Dates
• Employee History
• Employee History Notes
• Employee List
• Employee Notes
• Employee Point In Time
• Employee Positions
• Employee Redlined Status
• Employee Service by Hire Date
• Employee Skills
• Employee Summary
• I-9 Renew List
• Phone Directory
• Position Pay Code Linkage
• Requests for Position
• Separated Employee
• Transfer Notes
• Transfer Requests
• Vets 100

Injury reports

Reports >> Human Resources >> Injury Report

• Injury Cost Summary
• Injury List
• Injury Notes
• Injury Notes
• Not Filed Workers’ Comp
• Open Workers’ Compensation
• OSHA 300
• OSHA 300A
• OSHA 301

 

Miscellaneous reports

Reports >> Human Resources >> Miscellaneous

• Card Catalog
• HR Salary Matrix Tables
• Labels 2x10
• Labels 2x10 zip
• Labels 2x7
• Labels 2x7 zip
• Labels 3x10
• Labels 3x10 zip
• To Do Personal Report
• To Do Report

Organization reports
Reports >> Human Resources >> Organization

• Company Extra Fields Report
• Department Extra Fields Report
• Department List
• Department Notes
• Division Detail
• Division Extra Fields Reports
• Division List
• Division Notes
• FTE Headcount With Employees
• FTE Headcount Without Employees
• Location Detail
• Location List
• Organization Tree
• Position Detail
• Position Extra Fields Report
• Position Job Description
• Position Job Description Text
• Position List
• Position Notes
• Position Salary List
• Supervisor List
• Supervisor Notes

Organization Orientation reportsReports >> Human Resources >> Orientation

• Emp Orient Checklist Detail
• Emp Orient Checklist Detail txt
• Emp Orient Checklist
• Emps Not Comp Orient Detail
• Emps Not Comp Orient Detail txt
• Emps Not Completed Orientation
• Orient Checklist Detail
• Orient Chklist Detail txt
• Orient Checklist
• Orient Notify Payroll

Requisitions reports

Reports >> Human Resources >> Requisition

• Requisition Costs
• Requisition Detail
• Requisition List

Review reports  Reports >> Human Resources >> Reviews

• Employee Review Form
• Employee Review Form Blank
• Employee Review Form Text
• Review History
• Reviews Due
• Reviews Due Date

Skill reports 

Reports >> Human Resources >> Skills

• Skill reports Skill Set Certifications
• Skill Set Listing
• Skill Expiration
• Train Emps by Skill Set

Termination reportsReports >> Human Resources >> Termination

• Term Checklist Detail txt
• Term Checklist Form - Detail
• Term Checklist Form - Detail txt
• Term Exit Interview Blank
• Termination Checklist
• Termination Checklist Detail
• Termination Checklist Form
• Termination Exit Interview
• Termination Notes
• Turnover Periods Analysis
• Turnover Rate

Test reports
Reports >> Human Resources >> Tests

• Applicant Tests
• Employee Tests
• Test Lists
• Test Notes

Training reports Reports >> Human Resources >> Training

• Class Employees Not Enrolled
• Class Enrollment
• Class Enrollment Summary
• Class Schedule
• Classes Required for Position
• Courses List
• Employee by Skill Set
• Employee Classes
• Employee Position Req. Classes
• Employee Skills Certification
• Incomplete Pos. Req. Classes

Union reports Reports >> Human Resources >> Union

• Grievance Notes
• Grievance Stage Notes
• Union Employee Detail
• Union Employee Notes
• Union Employee Summary
• Union Grievance
• Union Grievance Stages

For more information about Microsoft Dynamics GP, please contact us.

Stay tuned for the next tip……

 

This CRGroup tip was written by:

 

Mansoor Lakhani

MBA(MIS), MCS, MCTS, MCBMSS, MCBMSP

Senior Business Solutions Consultant

Corporate Renaissance Group