Excel Report Builder

Tech Tuesday

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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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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PM Distributions with GL Detail SmartList Builder Template

The PM Distributions with GL Detail SmartList Builder setup is built to give you a list of your Payables transactions with their corresponding posted GL Transaction.   This list is designed for those that have their posting setup in detail or to create a Journal Entry per Transaction.ID: PM_DIST_GL_DTLName: PM Distributions with GL DetailTables Involved: PM Distribution WORK OPENPM…

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PA Projects SmartList Builder Template

The PA Projects SmartList Builder setup is built to mimic the default PA Projects SmartList/Excel Report in the Project Accounting Series. ID: PA_PROJECTS Name: PA Projects Tables Involved: PA Project Master File  Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder. Note:These templates are designed to be a starting place…

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History Contracts SmartList Builder Template

The History Contracts SmartList Builder setup is built to mimic the default History Contracts SmartList/Excel Report in the Field Service Series. ID: SVC_HIST_CONT Name: History Contracts Tables Involved: SVC_Contract_HDR_HIST RM Customer MSTR  Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder. Note:These templates are designed to be a starting place…

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SO/MO Link SmartList Builder Templates

The SO/MO Link SmartList Builder setup is built to mimic the default SO/MO Link SmartList/Excel Report in the Manufacturing Series. ID: MFG_SOMOLINK Name: SO/MO Link Tables Involved: ICONrol Sale Order Line  Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder. Note:These templates are designed to be a starting place for…

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RMA Lines SmartList Builder Template

The RMA Lines SmartList Builder setup is built to mimic the default RMA Lines SmartList/Excel Report in the Field Service Series. ID: SVC_RMA_LINE Name: RMA Lines Tables Involved: Returns Line Master RM Customer MSTR  Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder. Note:These templates are designed to be a…

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