What is a SmartList in GP?

What is a SmartList in GP?

SmartList Designer is a tool within Dynamics GP that allows users to build custom reports, modify existing ones, allows for connection to ISV products, and more.

How do I access my SmartList builder?

Open the Security Task Setup window (Microsoft Dynamics GP >> Tools >> Setup >> System >> Security Tasks). Enter a Task ID, Task Name, Task Description and Category. Select SmartList Builder as the Product and Windows/SmartList Builder Permissions as the Type and Project/System/SmartList Builder as the Series.

How do you create a SmartList in Dynamics GP?

1 – Open SmartList (Dynamics GP -> SmartList). Click the ‘New’ button. 2 – Next, enter a name for your SmartList in the ‘List Name’ field, select a product from the ‘Product’ field dropdown, and select a series from the ‘Series’ dropdown. The location of your SmartList depends on the selections you make here.

How can I update my GP SmartList?

To modify a Dynamics GP SmartList:

  1. Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder).
  2. Select Existing as the SmartList Type.
  3. Select the SmartList that you want to modify.
  4. Enter the new information for the SmartList.
  5. Click Save.
  6. Open the SmartLists window.

How do I grant access to SmartList in GP?

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  1. Dynamics GP > Tools > Setup > System > Security Tasks.
  2. Open an existing task or create a new task.
  3. Choose the below options.
  4. Under Operations select View SmartLists with SQL Tables.
  5. Choose the below options to grant access to the actual reports.

How do I edit my SmartList in Great Plains?

To modify a SmartList Builder SmartList:

  1. Open the SmartList Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> SmartList Builder).
  2. Select New as the SmartList Type.
  3. Enter the SmartList ID of the SmartList that you want to modify.
  4. Enter the new information for the SmartList.
  5. Click Save.

How can I save my SmartList in GP?

Navigate to the Microsoft Dynamics GP menu-> expand the list of values and select SmartList. Within SmartList, select an existing favorite and choose Search at the top left hand corner of the window to modify the criteria of this list.

How do you make an Excel spreadsheet Refreshable?

Create an Excel Refreshable Report from database & Pivot Report

  1. Click on Data [Tab] — From Other Sources — From Microsoft Query.
  2. A new window will open “Choose Data Source”, and click OK button.
  3. A new window will open “Create New Data Source”.
  4. A new window gets open “SQL Server Login”.
  5. It will connect to the data-source.

How do I add a column to a SmartList?

Click the columns button and then click the add button. In the Columns window that opens, click the dropdown next to Available Columns, and choose All Columns. This allows you to see all the columns that you could possibly add to this SmartList. Scroll down and find Typical Balance, click it, and click OK.

How do you delete a SmartList?

To delete a Smart List:

  1. Hover over the Smart List you wish to delete in the left navigation column.
  2. Click on the dropdown arrow to the right of the name to display Smart List options.
  3. Click Remove Smart List and then confirm the removal.