The SmartList Suite – included with Popdock
SmartList Builder
The easiest way to report on Dynamics GP.
Build your own GP reports.
Find tables without needing to call your consultant.
Create custom SmartLists.
Modify existing SmartLists.
SmartList Builder
Add any GP data to a SmartList
SmartList Builder allows you to create both brand new SmartLists and modify existing SmartList. You can link up to 32 tables together. Tables can be standard GP tables, any of the third-party (ISV) tables, any SQL table, SQL views or SQL Scripts, other SmartLists or Extender resources.
Real-time Excel reports on any GP data.
Excel Report Builder generates an Excel Spreadsheet with a live connection back to GP or any other data you include. This means you have live refreshable reports, anytime you need them. You can give all your data from GP to anyone in the organization via Excel – without buying new, full-user licenses of Dynamics GP.
Drill down (or open) your records from Excel
Drill Down Builder completes the functionality of Excel Report Builder by letting you drill from your spreadsheet back into that same record within Dynamics GP. Where Microsoft hard codes a drill down – eOne makes it completely configurable to allow you to drill down to any screen or SmartList in Dynamics GP. This is an essential part of bringing the most common business tools together. Working in GP and Excel all day – it only makes sense to auto-switch between one and the other.
Build custom navigation lists + actions
This means that you are able to improve the efficiency of the Navigation Lists by restricting that data for each list – rather than running the initial list that may contain millions of records. Connecting actions with the new lists adds real power to Navigation Lists. You build specific lists for certain roles or individuals and then link up all the things that users need to do with that data. This means many users need only ever start from one screen in Dynamics GP and do ALL their work from the one place and the one list.
All your Dynamics GP data where you need it.
Powering ERP reporting for 15k customers.
The power of the Builders + SmartConnect
01 SmartList as a data source
SmartConnect Integrations
The results displayed to the screen for an open SmartList can be used as the data source for a SmartConnect integration. The ramifications of this are extremely powerful. Any user that uses SmartList Builder is able to filter and control the data records to be used within an integration run.
Some good reasons for using SmartList Builder + SmartConnect:
- Easily link the tables you need in your GP data source.
- Add calculations and restrictions to your GP data source.
- Run integrations using SmartList as the source and send data to any supported target system: to Dynamics 365, Salesforce, REST APIs, and more.
02 Funnel Excel Report Data
Push it wherever
Excel Report Builder can generate a spreadsheet of real-time GP data. Imagine changing that data right there in Excel – then simply hit a button to push it all back into GP. That’s what using SmartConnect and ERB together allows you to do. Check out the video called “Inventory Shortage Purchase Order” to learn more. This is a great way to use SmartConnect.
GP operators can benefit :
- Push data back to Dynamics GP in bulk from Excel.
- Push data to another destination from Excel.
- Easily view errors and fix them if they occur.
- A simple user interface right from accountants’ favorite tool, Microsoft Excel.
SmartList Builder vs. SmartList Designer
See how the tools measure up.
| Feature | SmartList Builder | SmartList Designer |
|---|---|---|
| Create new SmartLists | x | x |
| Modify default SmartLists | x | |
| Create new SmartLists from default lists | x | x |
| Link tables | x | x |
| Combine work, open and history tables | x | |
| Use SQL Views as tables | x | x |
| Use SQL Tables as tables | x | |
| Use SQL Scripts as tables | x | |
| Use SQL objects from other databases | x | |
| Use Extender resources as tables | x | |
| Use SmartLists as tables | x | |
| Create Go Tos | x | Limited |
| Add fields to display by default | x | x |
| Add fields as available but hidden by default | x | |
| String formatting | x | |
| Date formatting | x | |
| Edit list items | x | |
| Display numbers as currencies | x | Limited |
| Display variable decimal places | x | |
| Display numbers as percentages | x | |
| Display numbers as negative | x | |
| Display account indexes as accounts | x | |
| Display note indexes as notes | x | |
| Bulk edit field settings | x | |
| Calculated fields | x | Limited |
| Restrictions | x | Limited |
| Multi-company SmartLists | x | |
| Summary SmartLists | x | |
| Reorder columns | x | |
| Preview data | x | x |
| Preview SQL Script | x | x |
| List level security | x | |
| Table level security | x | |
| Record level security | x | |
| Functional security | x | |
| Create Excel Reports | x | Limited |
| Create Navigation Lists | x | |
| Create drill downs | x | |
| Table finder | x | |
| Import and export setup | x | x |
| Duplicate lists | x | |
| Create new SmartList from existing SmartList Favorite | x |
You won’t have time for your coffee break
Smartview
SmartView makes SmartList better by allowing you to run SmartLists in seconds, save and share favorites, and use unlimited filters. You can open SmartView from inside Dynamics GP or from your desktop, as long as you’re within an approved network.
Popdock
Podpock takes secure Dynamics GP data access and reporting to another level and saves your team tons of time. Access GP SmartLists super fast, combine GP data with data from other apps, and enjoy many more ways to share data. Virtually integrate GP data in other apps or access GP reports in the Popdock web app.
Access SmartLists quickly & intuitively.
Pull SmartLists in seconds.
No more custom development for Dynamics GP integrations. Empower your IT team and savvy business users to integrate, deliver…
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Build custom data integration and automation without code.
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Access, archive, & report on data from anywhere.
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Customize and extend Dynamics GP by adding new fields, windows, forms and logic.
Learn moreGet clever with SmartList Builder
Included with Popdock
- Plug into an easy-to-use, practically DIY data management ecosystem
- Ready, set, close! Boost your efficiency and get better results for your customers.
- Build reports with ease.