Posts Tagged ‘Excel Report Builder’

Tech Tuesday

Tech Tuesday: Templates for SmartList Builder, Excel Report Builder, Navigation List Builder and Extender

While it is widely known that eOne has templates available for use with SmartConnect, it is not as commonly known that eOne also has templates that can be used with the other applications such as SmartList Builder, Excel Report Builder, Navigation List Builder, and Extender. For this Tech Tuesday article, I thought I might highlight…

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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

Tech Tuesday: Troubleshooting SmartList Builder Lists that Return No Data

As you are building out lists in SmartList Builder, you may go to review it and find that it returns no data. There can be many reasons for this, but troubleshooting is all the same. This is the same whether you are using the SmartList Builder, Excel Report Builder, or Navigation List Builder modules. Here are…

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Tech Tuesday

Tech Tuesday: Adding Parameters to Excel Report Builder report

We have been asked many times if you can have parameters in an Excel Report Builder built report so the end user can restrict down the data a little easier. With the core Excel Report Builder, this isn’t something that can be done. But, it can be added in Excel to the report you build…

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Tech Tuesday

Tech Tues: Update to Automatically Refreshing Pivot Tables in Excel Refreshable Reports

There has been some discussion lately on the refreshing of the Pivot Tables in Excel Refreshable Reports.  I previously had written a Tech Tuesday post about how to get a Pivot Table pulling data from an Excel Refreshable Report.  You can view that post here:With this post brought many different questions from the community.  So, I…

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Exchange Rates SmartList Builder Template

The Exchange Rates SmartList Builder setup is built to give you a list of the multicurrency exchange rates setup in Microsoft Dynamics GP.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: MC_EXRATEName: Exchange RatesTables Involved: Multicurrency Exchange Rate MaintenanceMulticurrency Exchange Table Setup Screen shot of Setup in SmartList Builder. Note:These…

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Invoicing Lines SmartList Builder Template

The Invoicing Lines SmartList Builder setup is built to give you a list of the Invoices entered in Microsoft Dynamics GP in the Invoicing module.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: IVC_LINESName: Invoicing LinesTables Involved: Invoicing Transaction Amounts WorkInvoicing Transaction Amounts HistoryInvoicing Transaction WorkInvoicing Transaction HistoryRM Customer…

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Unposted Cash Receipts SmartList Builder Template

The Unposted Cash Receipts SmartList Builder setup is built to give you a list of the unposted Cash Receipts entered in Microsoft Dynamics GP.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: RM_CASH_RECEIPTName: Unposted Cash ReceiptsTables Involved: RM Cash Receipts Work FileRM Customer MSTR Screen shot of Setup in SmartList…

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Commissions SmartList Builder Template

The Commissions SmartList Builder setup is built to give you a list of the Commissions for the Salespeople setup in Microsoft Dynamics GP.  The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.ID: RM_COMMISSIONSName: CommissionsTables Involved: RM Commission Work FileRM Commission HistoryRM Salesperson MasterSales Territory Master FileRM Customer MSTR Screen shot of Setup…

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