SmartList Builder Excel Report Builder
Tech Tuesday: Creating Calculations in SmartList / SmartView
We get a lot of questions around creating calculations in SmartList and/or SmartView. While neither of them will allow you to create a calculated field on their own, SmartList Builder can certainly add a calculated field to any list you currently have or create new.With SmartList Builder, you can modify the default list and add…
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SmartList Combining Payables Distributions to General Ledger Transactions
Here at eOne, it seems we get a lot of requests for a SmartList that gives the Payables transactions with their distributions and the corresponding General Ledger transactions. So many requests in fact that we decided to create one for everyone to use. If you look in the SmartList Builder template list under the Purchasing…
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Reporting in GP: A Consultant’s Perspective
This week, I hopped on the phone with John Harlow, Senior Dynamics Consultant at Cogsdale. John’s based out of Nova Scotia and has been doing Microsoft Dynamics GP implementations for over 15 years. Take a moment to read a sneak peek of our conversation around reporting in GP. A: So it sounds like you’ve been working…
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Guest Consultant Blog & Video: Excel Report Builder to compare Microsoft GL Actual to Budget Dashboard
If you create budgets, you’ll need to compare them to actual numbers to see how close you are coming to your estimates/forecasts/budgets.If you are holding Department Heads/Managers accountable to budgets, they need to review how they are doing along the way.Belinda Allen from Njevity shares a short video walking users through the process of using…
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Tech Tuesday: Publishing an Excel Report with Excel Report Builder
I have seen some confusion on this subject lately, so hopefully I can help clear up some publishing Excel Report errors when you need to allow your users to create their own Excel Reports. What I have seen most is often is the following error message.At first glance this looks like a GP security error…
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