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How to create new Smartlist reports in Microsoft Dynamics GP

Many times, Microsoft Dynamics GP users has miss out how useful Smartlist can help them on data analysis. Users able to customised their own report based on their preference. The most common listing my customers ask for is the financial transaction listing which includes detail from sub-ledger like Accounts Payable or Accounts Receivable. I'm going to include the guide on how to create financial transaction listing in Smartlist.


   1.     To create a new Smartlist to pull financial data and sub-ledger detail, you can pull through Financial Folder. As the default reports are widely available, but you still able to include additional field in the report. To add, select [Columns].

   2.     In the Change Column Display, it shows the current fields showing in the report. To continue, select [Add].
   3.     In the [Columns], you may select the additional field which helps the user in data analysis. In this example, I'm going to add "Originating Control Number", "Originating Document Number" and "Originating Master ID". User able to select multiple columns by holding [CTRL] button on your keyboard. Select [OK] to proceed on the selection.

   4.     Once return to the Change Column Display, the selected field will appear in the table. You can move the sequence of the column by select the button to move up or move down at the right side. Select [OK] to save the current selection.

   5.     Next, user may save the current listing as Favourites. Select [Favourites] to name the listing, and also the availability of the reports, whether the listing is visible to everyone by selecting "System", or the listing only for your own-self by selecting "User ID". Select [Add] to save the listing.


Take note that Smartlist only pulls data available in Dynamics GP, it doesn't allow any formula calculation. However, you can input the formula calculation after you export the data to Excel.


















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