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Introduction
Overview
Benefits
Installation/Upgrade
System Requirements
Prerequisites
New Environment
Installation Steps
Upgrading from 2015 or 2016
Installation/Upgrade Steps
Upgrading 2018 Install
Installation/Upgrade Steps
Registration
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
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
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
Custom Series
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
18.00.0002
18.00.0008
18.00.0013
18.00.0015
18.00.0018
18.00.0021
18.00.0022
18.00.0024