Microsoft Excel isn't the only Office product that SmartLists can be exported to. They can also be exported to Microsoft Word. This can be useful for exporting records for inclusion in a report, financial statement footnotes, or any other type of Word document.
Like the export to Excel feature, exporting to Word is very easy to do. In this recipe, we'll take a look at how and why you would want to export SmartLists to Word. For our example, we'll use a very small set of records showing retained earnings beginning balances for several years from the sample company.
This type of data could be useful for inclusion in financial statement footnotes, for example.
To send a SmartList to Microsoft ...