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Tips and tricks: SmartList Designer – a new tool for analyzing data


SmartList Designer is a great tool for creating your own SmartLists from an existing SmartList or pulling data from different Dynamics GP tables. You can create calculated fields, pre-filter your data and preview your results. Utilizing SQL views, new SmartList objects can be created to view data from other systems outside of Dynamics GP.

You need to be on Dynamics GP 2013 SP2 (12.00.1538 or higher) to use this great feature. You will need to run a SQL script to share your SmartLists created in SmartList Designer. Contact your consultant or the Client Resource Center for assistance.

If you would like to take SmartList to the next level by running multiple company reports, creating Go Tos, importing or exporting reports, or building Excel Reports and Navigation Lists, you will need to purchase SmartList Builder. It is still under $2,000 and sold by eOne Solutions which offers other coordinating products, such as SmartView and SmartConnect. Contact your consultant or account manager for more information on any of these products.