Adding Excel Reports

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SmartList Builder 2013

Adding Excel Reports

You can use the Excel Report Builder window to create new Excel Reports.

 

To add an Excel Report:

1.Open the Excel Report Builder window (Microsoft Dynamics GP >> Tools >> SmartList Builder >> Excel Report Builder).

SmartList Builder 2013 R2 Manual_img121

 

2.Enter the Report ID.
3.Enter the name of the Excel Report.
4.Select the Report Type as List or Pivot Table.
5.Select tables and fields for the Excel Report.
6.Click Save.