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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
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      • SmartList Totals
    • 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
      • Search Type
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      • 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
  • 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
  • Maintenance
    • Refresh Cache
    • Refresh Lists
    • Create Views
    • Process Queue
    • Upgrade from SmartList Designer
  • 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
    • Activity Tracking
  • Enhancements
    • 16.00.0001
    • 16.00.0004
    • 16.00.0014
    • 16.00.0026
    • 16.00.0031
    • 16.00.0032
    • 16.00.0033
    • 16.00.0035
    • 16.00.0036
    • 16.00.0037
    • 16.00.0039
    • 16.00.0040