From SmartList to Excel Refreshable Reports in Microsoft Dynamics GP

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.

This is part 4 of a 5 part series on creating and managing new SmartList Objects in Microsoft Dynamics GP.  In this part we’ll use our new object to create a Microsoft Excel Refreshable Report.

Now that we’ve created an object that works the way we want it work, we can create a refreshable Microsoft Excel report.  We can launch and use this report inside or outside of Microsoft Dynamics GP.

In part 1 we created a new SmartList List from a SQL View.  If you are not sure how to get a view, talk with your Microsoft Partner or your IT team.  Once you have the view, you can rock on with some very cool stuff!

In part 2 we established Defaults for our new SmartList object.

In part 3 we added “GoTo” windows that allow us to drill back to other areas in Microsoft Dynamics GP.

Microsoft Dynamics GP “how to” by Belinda, the GP CSI from Njevity.

Author: Belinda Allen

Belinda Allen (Microsoft MVP) is both a Microsoft Certified Professional for Dynamics GP (MCP) and a Microsoft Certified Trainer (MCT). She is also the co-founder of Smith & Allen Consulting, Inc. (, a business management software consulting firm for over 24 years. Belinda began implementing ERP systems so long ago that Windows was not an operating system, but an application. Larger businesses used old Main Frames with monitors that were Green and Black and smaller business did accounting by hand. Having seen the evolution that has taken place over the years from pieces of paper to analytics, Belinda still gets excited every time she helps a business improve. Belinda is also well known for her Blog Her blog is about sharing really useful information about the product quickly and succinctly. She has earned the nickname GP CSI because she excels at reviewing GP problems and figuring what went wrong and why. With followers all over the Globe she is able to share knowledge and achieve her mission: “To Improve the Lives and Business Success of my Followers.” In her time off, Belinda enjoys sailing, woodturning, crochet/knitting, sewing/quilting, reading and playing the ukulele (Belinda often participates in Ukulele Jams in NYC.)

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