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

2. 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

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

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

5. 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

6. 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.

7. 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.

8. 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

9. 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!

10. Smartlist Builder Tips and Tricks
Questions
Smartlist Builder Tips and Tricks
Steve Connors