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Microsoft Dynamics GP 2016 Cookbook by Mark Polino, Ian Grieve

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Sorting data to get the information you want

At their core, SmartLists are rows and columns of data, similar to an Excel spreadsheet. They provide a powerful, friendly way to interact with information in Dynamics GP. One of the simplest SmartList features found by most users is the ability to sort a SmartList simply by clicking on a column header. However, SmartLists provide advanced sorting features that are even more powerful, just a little harder to find.

In this recipe, we'll take a look at all of the sorting options for SmartLists, both simple and advanced.

How to do it...

To sort a SmartList, follow these steps:

  1. Select the Microsoft Dynamics GP menu from the top and click on SmartList.
  2. Select Financial in the left pane then Account Summary below ...

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