eOne Presents Know your Smart reporting tool:

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Presentation transcript:

eOne Presents Know your Smart reporting tool: SmartList, SmartList Builder, SmartView

Abbey Cooper Nicole Albertson Partner Relations Manager Product Specialist Abbey.Cooper@eOneSolutions.com Nicole.Albertson@eonesolutions.com

High Level Goals Define the tools Intro to SmartView Intro to SmartList Builder Q & A

SmartList Builder (eOne) Tools SmartList (Microsoft) SmartList Builder (eOne) SmartView (eOne)

Tools SmartList SmartView SmartList Builder Available with GP Basic Reporting tool Slow Limited filters (only 4) Limited data Available from eOne Replaces SmartList Makes working with lists easy Unlimited filters Totals to screen Easy Grouping Export to Excel in seconds See lists outside of GP Also allows you to see lists created with SmartList Builder Create custom SmartLists Contains Excel Report Builder, Drill Down Builder, Navigation List Builder TONS of new functionality with GP 2013 Tools

Tools SmartList Designer SmartList Builder Create new SmartLists based on default SmartLists Results Preview Modify Option Preview feature Table Finder Summary Multicompany Re-order Columns Go To’s Import/Export Extender SQL Objects Restrictions Matched Tables Column Display Account Indexes & Note Indexes Formatting Security Excel Report Builder, Navigation List Builder, Drill Down Builder SmartView Display and default fields Tools

Creating the SmartLists you need. SmartList Builder Creating the SmartLists you need.

SmartList Builder – New Features (2013) Auto Updating SmartLists Modifying Existing SmartLists Creating new SmartList Builder Set Ups Built in Go-To’s SQL Scripting Preview Data New Icons Table Finder

Uses any list from SmartList or any created with SLB. SmartView Makes working with SmartLists easy. Uses any list from SmartList or any created with SLB.

SmartView See lists in fractions of a second Use an unlimited number of filters Export to Excel Totals to screen See your lists outside of GP

Questions? Thoughts?