Smartlist Builder

Learn how to create custom SmartList Builder Reports. The class will cover GP Table Structure, creating reports based on existing SmartLists, creating reports based on SQL Views, and reports based on Tables. We will also cover Excel Report Builder. You'll learn how and when to use Restrictions, Calculations, Summary Reports, and Multi-company Reports. By the end of this session, you'll also know shortcuts like using "Go To's" to open GP Windows or other SmartLists.

Have you ever experienced this problem with Dynamics GP?  When both SmartList Designer and SmartList Builder are installed, SmartList Designer reports will not be able to be modified until SmartList Builder is temporarily disabled.  This is an easy fix.  The steps below describe how to do this. First open SmartList.  Next, go to Tools > …

How to Modify SmartList Designer When SmartList Builder is Installed in Dynamics GP Read More »

The financial support of donors is critical to your nonprofit’s continued success. While retaining current donors is less expensive than gaining new, you can’t rely on your current pool of donors to sustain your organization indefinitely. Finding new and loyal donors is a challenge for any nonprofit and is not only time-consuming but expensive. One …

Finding New Donors with Your Current Information in Dynamics GP Read More »

There are many great reporting tools and features in Microsoft Dynamics GP.  One of the most beneficial reporting tools is SmartLists.  Built right into GP, SmartLists is ready to access and there are many lists to choose from.  This table of existing reports covers a variety of lists including account transactions, payables transactions, customers, vendors, purchase orders, receivables …

SmartLists in Dynamics GP – Reports Made Easy Read More »

The movie, Jerry Maguire coined the phrase, “Show Me the Money” and it’s stuck with us for years. Why? Because money talks, money makes things possible, and let’s face it, who doesn’t want more money? In short, money or cash flow is important to your business. Increased cash flow and a better understanding of your …

‘Show Me the Money!’ Increase Your Cash Flow with Microsoft Dynamics GP Read More »

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