Smartlist Builder Tips and Tricks Steve Connors Managing Consultant Sikich LLP @NAVUG

Features Covered Matched Tables Feature Field Display Options Duplicate Option Summary (Pivot) Option Multi-Company Smartlists Using a Built-In Go-To Excel Builder Best Practices

What are Matched Tables? A feature that allows displaying of data for more than one Document Status Work, Open and History Unposted and Posted

Field Display Options Renaming Field (Column) Display Name Document Type Translations Conditional Formatting Date Formatting

What is a Summary Smartlist? A feature that allows data to be grouped by one or more fields allowing for “Pivot Table Like” results Summing and Counting Mins and Max Values

Multi-Company Smartlists A feature that allows the querying of data from the same table, but from multiple company databases and then return the data in a single smartlist.

Using a Built-In Go-To A Go To is a link from a SmartList to a Microsoft Dynamics GP window. A Built-In Go To is one that is already developed and in use (built-in) by an existing Smartlist.

Excel Builder A Module in the Smartlist Builder Suite that provides a user-friendly interface for creating refreshable Excel Reports. Publish to Reports Library or File Create using Duplicate Option in SLB DIY Dashboards

Test and Verify Often! Best Practices Establish an SLB Protocol Utilize the Preview Data and Table Finder Organize, filter and calculate in SLB Create Backups with Duplicate Option Utilize the Additional Smartlist Folder Test and Verify Often!

Smartlist Builder Tips and Tricks Questions Smartlist Builder Tips and Tricks Steve Connors Steve.Connors@Sikich.com 630-330-0695 www.Sikich.com