HELP ARTICLES
Excel Report Builder Setups SmartList Builder Template

By Nicole Albertson, Product Specialist Tuesday, April 14, 2015


  The Excel Report Builder SmartList Builder setup is built to display the Excel Reports that have been setup in Excel Report Builder.

SmartList ID:  ERB_SETUPS
SmartList Name:  Excel Report Builder Setups

Tables Involved:

  • Excel Reports

This setup has calculated fields to define the Product ID’s, Series, and Publish To fields.  Many have been defined, but you may find others that you need to define in the Drop Down List of the Calculated Field.

Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder.
Excel Report Builder Setups SLB

Excel erb

Excel nlb

Note: These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.





Don't Be Greedy:

Written By Nicole Albertson , Product Specialist

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