SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range. Now you can query more data in more ways, because SmartList Builder gives you access to all the information that you capture, enabling you to create your own custom SmartLists for Microsoft Dynamics GP.
Better intelligence for better decision making. View information the way you prefer. Using SmartList Builder, you can quickly link data from Microsoft Dynamics GP and analyze information according to your criteria. For example, combine and link data from up to 32 separate tables, including third-party dictionaries. Hide details for easier viewing and reveal relationships from many sources.
Streamline your workflow. Integrated mathematical functions make it easy to add calculated fields to your SmartList windows. You also can combine data and create SmartLists from other modules in Microsoft Dynamics GP or third-party dictionaries. Gain instant insights by counting your records, calculating sums, and viewing averages, minimums, and maximums automatically.
Create defaults for a more user-friendly environment. No matter where your records reside, you’ll see the data in a user-friendly format that fits your applications. SmartList Builder enables you to add fixed restrictions to your resulting datasets. You can select which fields are displayed by default, as well as which terms are available in selection lists. You can incorporate Go To buttons that take you to associated records within other tables.
CREATE YOUR OWN SMARTLISTS with the information that you
want to view and analyze. Link tables and add calculated fields.
EASILY ACCESS CUSTOM DATA VIEWS based on virtually any
criteria you specify. Create summary SmartLists like this one, which
shows sales orders summarized by customer.
THE NEWLY CREATED SMARTLIST is available to authorized users.
SmartList Builder for Microsoft Dynamics GP with Excel Report Builder Benefits:
Gain insight for better decision making. Quickly link data from Microsoft Dynamics GP and analyze information the way you want. For example, combine and link data from up to 32 separate tables, including third-party dictionaries. Hide details for easier viewing and reveal relationships from many sources.
Perform advanced data analysis. Integrated mathematical functions make it easy to add calculated fields to your SmartList windows. Combine data and create SmartLists and Office Excel reports from other modules in Microsoft Dynamics GP or third-party dictionaries. Gain instant insights by counting your records, calculating sums, and more.
Create defaults for a more user-friendly environment. SmartList Builder enables you to add fixed restrictions to your datasets. You can select which fields are displayed by default, as well as which terms are available in selection lists. Incorporate “Go To” buttons that take you to associated records within other tables.
Generate customized report presentations. Use the Excel Report Builder to access and analyze real-time data from Microsoft Dynamics GP, and take advantage of Office Excel’s deep formatting capabilities and familiar interface.
SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics™ GP and dramatically increases its power and range so that you can create your own custom SmartLists. And with the Excel Report Builder, you can create refreshable Microsoft® Office Excel® reports from multiple sources.
SMARTLIST BUILDER FEATURES:
Easy Information Sharing Create new SmartList objects by linking up to 32 tables, including those from third-party vendors. You’ll be able to combine information from work, open, and history files. Import and export SmartList objects with XML and then share them with Microsoft Office software and other compatible applications.
Consolidated Reporting Automatically generate Office Excel reports for all companies within your organization with the Excel Report Builder. Create reports for each company within a single Office Excel workbook, along with a summary sheet that contains the consolidations of the company worksheets.
SmartList Groups Organize SmartLists more effectively by adding them to groups, matching the functionality of report grouping in Microsoft Dynamics GP.
Pre-Configured Lists Download pre-configured SmartList objects from Microsoft Dynamics GP. You can use these modules to create sales summaries, track serial numbers and lot numbers, manage collections, create payrolls, and more.
Real-Time Data Manipulation Create calculated fields for SmartLists to analyze profits, calculate commissions, and more. View summary information such as sum, count, minimum, or maximum. A new Validate SQL function helps to ensure that you have created a well-built calculated field.
Full Formatting Control Add up to 32,000 fields to a SmartList. Display string fields as phone numbers, postal codes, or any other format you specify. Select fields to display by default or specify which fields you want to hide.
Integrated Intelligence Add restrictions to show only specified records. Control the display of numbers, formatting them as negative values based on the value of another field. Display the notes or account representative for specified fields. New user-specific restrictions can be applied to all users or specific users.
Go To Buttons Create “Go To” buttons to drill down to a window—including windows from any third-party product—or to open other SmartLists, Web sites, and files.
Multi-Company Access Make SmartLists easily available to multiple companies with a user-friendly multiple select list in SmartList Builder Options.
SmartList Builder is a separate purchase and is available for all Microsoft Dynamics GP customers.
