1. Naomi Olson
Account Manager

2. SmartView / SmartList Builder Overview
Demo
Q&A

3. CREATE CUSTOM SMARTLISTS
WHAT’S THE DIFFERENCE?
SMARTLIST
AVAILABLE WITH GP
SMARTVIEW
AVAILABLE FROM EONE
REPLACES SMARTLIST
SMARTLIST BUILDER
AVAILABLE FROM EONE
CREATE CUSTOM SMARTLISTS

4. SMARTLIST SMARTVIEW Available with GP Basic Reporting tool Slow
Limited filters (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 w/out a GP user license
See lists create with SLB
Open more than one instance

5. WHAT ARE THE BUILDERS? SMARTLIST BUILDER EXCEL REPORT BUILDER
Create new SmartLists
EXCEL REPORT BUILDER
Create new Excel Reports
NAVIGATION LIST BUILDER
Create new Navigation Lists
DRILL DOWN BUILDER
Create drill downs from Excel back to GP

6. WHAT DATA CAN WE USE? Microsoft Dynamics GP Tables SQL Server Table
SQL Script
Data Connection
Extender Resource

7. See SmartView and SmartList Builder in action.

8. QUESTIONS
Questions?
Can it do (…) ?
How much does it cost?

9. Pricing SMARTVIEW SmartList Builder SmartView Bundle
@eOneSolutions
Pricing
SmartList Builder
SMARTVIEW
$ % maintenance per year
$50.00 per month Saas
SmartView
$ % maintenance per year
$ per month Saas
Bundle
$ % maintenance per year

10. Naomi Olson
Account Manager
Ext 726