SMARTLIST BUILDER TIPS AND TRICKS Steve Connors Managing

SMARTLIST BUILDER TIPS AND TRICKS Steve Connors Managing Consultant Sikich LLP MEMBERSHIP HAS ITS BENEFITS @GPUG @NAV 1

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 @GPUG 2

WHAT ARE MATCHED TABLES? § A feature that allows displaying of data for more than one Document Status ‒ Work, Open and History ‒ Unposted and Posted @GPUG 3

FIELD DISPLAY OPTIONS Renaming Field (Column) Display Name �Document Type Translations �Conditional Formatting �Date Formatting � @GPUG 4

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 @GPUG

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. @GPUG

USING A BUILT-IN GO-TO § A Go To is a link from a Smart. List 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. @GPUG

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 @GPUG

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! @GPUG

QUESTIONS SMARTLIST BUILDER TIPS AND TRICKS Steve Connors Steve. Connors@Sikich. com 630 -330 -0695 www. Sikich. com @GPUG 10