Accurate reporting is paramount to making effective decisions in any business. In Microsoft Dynamics GP, SmartLists are a fantastic tool for organizing your data exactly how you need it.

In Dynamics GP, there are out-of-the-box SmartLists already loaded in your system. Those are great places to start, but when is anything ever perfect right out of the box? Luckily, you can easily just create a new SmartList using the existing ones as a template and editing it to serve your exact needs (adding additional fields, etc.). The biggest concern to note (and the most “difficult” part of the process) is knowing how to link the tables properly and WHICH tables your data resides in.

We will use adding EFT bank information to a vendor SmartList as an example. Here’s how it’s done:

Open/rename new SmartList

Select the correct tables in the SmartList Designer

Define relationships between the tables in GP

Save and view report

It’s straightforward to design new SmartLists – it just takes some practice. This method can be followed for any existing SmartList, in any tables in the system. It’s just a matter of selecting the correct tables and defining the relationship properly.

Crestwood Associates recently hosted a full webinar on the basics of SmartList Designer. Be sure to subscribe to our blog for an invite to the next awesome Dynamics GP event!