Dynamics GP Trial Balance

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Dynamics GP has a Trial Balance report you can run. To run the report, go to Reports->Financial->Trial Balance:

This will open a window where you will have different options on reports to run:

Select Detailed->Demo and Modify and it will open the window below:

You have the ability to specify which what to include, the year, sorting etc. I have selected Start and End of Fiscal Year as the date range. Select Print from the top navigation and it will open a report like below:

If you select Summary as the report type you will see the summary information. Here I am selecting the date range as the period:

You can also run these reports as SSRS reports.

Go to the GP module, e.g. Financial, and select “Trial Balance Detail”:

Run the report to view the output.

Depending on the report, you may find useful SQL procedures and views that assist in retrieving the data at the database level.


Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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