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• Introduction
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• SmartList Builder
  • SmartLists
    • Adding SmartLists
    • Removing SmartLists
    • Modifying SmartLists
    • Tables
    • Fields
    • Key fields
    • Adding additional tables
    • Adding table links
    • Adding matched tables
    • Modifying tables
    • Removing tables
  • Field Options
    • String Field Options
    • Numeric Field Options
    • Displaying currency symbols
    • Displaying percentage symbols
    • Displaying thousands separators
    • Displaying numbers as accounts
    • Displaying numbers as notes
    • Setting decimal places
    • Setting negative options
    • Date field options
    • List field options
    • Copying list items
    • Removing list items
    • Default Column Order
  • GoTos
    • Adding Go Tos
    • Modifying Go Tos
    • Removing Go Tos
    • Default Go Tos
    • Open Form Go Tos
    • Adding tasks
    • Modifying tasks
    • Removing tasks
    • Built-in Go Tos
    • Open SmartList Go Tos
    • Open Website Go Tos
    • Open File Go Tos
    • Execute Procedure Go Tos
    • Open Extender Resource Go Tos
    • Run Drill Down Go Tos
    • Adding Separators
  • Restrictions
    • Adding Restrictions
    • Modifying Restrictions
    • Removing Restrictions
    • User restrictions
    • Restriction types
    • Date Restrictions
  • Calculated Fields
    • Adding calculated fields
    • Modifying calculated fields
    • Copying calculated fields
    • Removing calculated fields
    • Validation
    • Functions
  • Summary and Multicompany SmartLists
    • Creating summary SmartLists
    • Setting summary methods
    • Creating Multicompany SmartLists
  • SmartList Options
    • Duplicating SmartLists
    • Display SQL
    • Preview Data
    • Create Views
• Excel Report Builder
  • Excel Reports
    • Adding Excel Reports
    • Removing Excel Reports
    • Modifying Excel Reports
    • Tables
    • Fields
    • Adding additional tables
    • Table links
    • Adding matched tables
    • Modifying tables
    • Removing tables
  • Field Options
    • String Field Options
    • Numeric Field Options
    • Displaying percentage symbols
    • Displaying numbers as accounts
    • Displaying numbers as notes
    • Setting negative options
    • List field options
    • Copying list items
    • Removing list items
  • Restrictions
    • Adding Restrictions
    • Modifying Restrictions
    • Removing Restrictions
    • Restriction types
    • Date Restrictions
  • Calculated Fields
    • Adding calculated fields
    • Modifying calculated fields
    • Copying calculated fields
    • Removing calculated fields
    • Validation
    • Functions
  • List Options
    • Selecting Multiple Companies
    • Consolidating reports into a single workbook
    • Consolidating reports into a single worksheet
    • Adding Summary Pages
    • Adding totals
  • Drill Downs
    • Adding Drill Downs to a Report
    • Mapping Parameters
    • Modifying Drill Downs
    • Removing Drill Downs
  • Publishing Reports
    • Publishing reports
    • Bulk Deployment
    • Permissions
  • Excel Report Options
    • Duplicating Excel Reports
    • Display SQL
    • Preview Data
    • Adding Group Reports
    • Removing Group Reports
    • Modifying Group Reports
• Navigation List Builder
  • Navigation Lists
    • Adding Navigation Lists
    • Modifying Navigation Lists
    • Removing Navigation Lists
    • Tables
    • Fields
    • Key fields
    • Adding additional tables
    • Table links
    • Preview Pane
    • Adding matched tables
    • Modifying tables
    • Removing tables
  • Field Options
    • String Field Options
    • Numeric Field Options
    • Displaying currency symbols
    • Displaying percentage symbols
    • Displaying numbers as accounts
    • Displaying numbers as notes
    • Setting decimal places
    • Setting negative options
    • List field options
    • Copying list items
    • Removing list items
  • Restrictions
    • Adding Restrictions
    • Modifying Restrictions
    • Removing Restrictions
    • Restriction types
    • Date Restrictions
  • Calculated Fields
    • Adding calculated fields
    • Modifying calculated fields
    • Copying calculated fields
    • Removing calculated fields
    • Validation
    • Functions
  • List Options
    • Navigation List Options
  • Actions
    • Adding Actions
    • Default Actions
    • Open Form Actions
    • Adding Tasks
    • Modifying tasks
    • Removing tasks
    • Defined Actions
    • Adding Parameters
    • Open Website Actions
    • Open File Actions
    • Execute Procedure Actions
    • Run Drill Down Actions
    • Modifying Actions
    • Removing Navigation List Actions
  • Navigation List Options
    • Duplicating Navigation Lists
    • Display SQL
    • Preview Data
• Drill Down Builder
  • Adding Drill Downs
  • Parameters
  • Actions
  • Search Definitions
  • Linked Forms
  • Using Drill Downs in External Applications
    • Adding Drill Downs to e-mail messages using Microsoft Outlook®
    • Adding Drill Downs to websites
    • Adding Drill Downs to SQL Server Reporting Services Reports
• Table Finder
  • Finding tables
  • Finding tables attached to a Dynamics GP window
  • Finding tables by field name
  • Finding tables by field value
• Import and export
  • Importing
  • Exporting
• Security
  • Default Security Roles
  • SmartList Builder Security
  • Excel Report Builder Security
  • Navigation List Builder Security
  • Drill Down Builder Security
  • Other Builder Security
  • Data Connection Security
  • Table Security
  • SQL Table Security
  • SmartList Security
  • Excel Report Security
  • Navigation List Security
• Enhancements
  • 14.00.0004
  • 14.00.0015
  • 14.00.0016
  • 14.00.0018
  • 14.00.0019
  • 14.00.0223
  • 14.00.0224
  • 14.00.0226
  • 14.00.0228
  • 14.00.0232
  • 14.00.0233