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Building Dashboards with Microsoft Dynamics GP 2016 - Second Edition by Mark Polino, Belinda Allen

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Excel refreshable reports via SmartList Designer

Since the release of the original version of this book, which focused on Dynamics GP 2013, SmartList has received a few updates. The Designer, which is now part of SmartList, allows for the creation of Excel refreshable reports based on custom SmartList objects that were originated in the Designer. The Designer can easily create both a SmartList object and an Excel refreshable report using a SQL view (which we discussed in Chapter 1, Getting Data from Dynamics GP 2016 to Excel 2016.) Let's create a new SmartList object and a new Excel refreshable report now.

Create a new SmartList object

Let's create a new SmartList object that will display the bank accounts and their balances, from the Bank Reconciliation ...

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