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how to use Smart List to search multiple accounts transactions in certain month at once together?

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Posted on by Community Member Microsoft Employee

Hi Experts,

Do you know how to use Smart List to search multiple accounts transactions at in one certain period of month once together?

For example, I want to run accounts 3410 and 3660 transactions for period 1st May to 31 May.

Smart List- I filed out three criteria: account number contains 3410; account number contains3660; Transaction Date 1/5-31/5, then I choose match1 or more; get nil transactions which are wrong.

Any ideas ?

Thanks you very much in advance

Regards,

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Microsoft Dynamics GP

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Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at

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RE: how to use Smart List to search multiple accounts transactions in certain month at once together?

Hi,

You won't be able to get this kind of results out of smartlist with the basic filters..

Either you'll to resort to Excel or SSRS reports, this way you can filter on multiple values from within the Account number column...

Excel and SSRS out-of-the-box reports should do the job and are free, part of the GP reporting setup.
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Almas Mahfooz 11,003 User Group Leader on at

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RE: how to use Smart List to search multiple accounts transactions in certain month at once together?

I don't think you can use contain with two different values.

Create SQL view and then by using Smartlist Designer create new smartlist.