SmartList Builder & Excel Report Builder

You’ve asked for it and we are now delivering it! Use SmartList Builder to create unlimited views to all the information captured in Dynamics GP to allow you to make better business decisions by providing you information to view, analyze and export. Attendees will learn to create new SmartLists, including adding their own Go To’s, creating calculated fields, matching tables (joins), deploying SmartLists, SmartList security and database structure.

  • Database Basics
  • SmartList Builder Overview
  • SmartList Builder Basics
  • Creating Basic SmartLists
  • Advanced SmartList Options
  • Using Outside Data
  • Maintenance Tasks
  • SmartList Builder Security
  • Sample SmartLists
  • Calculated Field Functions

Excel Report Builder

Further enhance your SmartList Builder experience by leveraging Excel Report Builder, a component included with the SmartList Builder. Attendees will learn to create Excel reports, calculated fields, matching tables (joins), deploying Excel reports, Excel report security, and database structure.

  • Database Basics
  • Excel Report Builder Overview
  • Excel Report Builder Basics
  • Creating Basic Excel Reports
  • Publishing Reports
  • Advanced Excel Report Options
  • Using Outside Data
  • Other Features (re-ordering columns; duplicate reports; creating a SmartList from a report; change display names and more)
  • Sample Excel Reports
  • Configuring Excel Reports
  • Calculated Field Functions

View our other Dynamics GP course offerings here.

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