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Microsoft Dynamics GP (Archived)

Dynamics GP

Posted on by 110

I need to create a refreshable excel report for a list of active customers through Smartlist.  Is it possible

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Dynamics GP

    That would be a very simple solution. Going into SmartList each time and running the SL would accomplish the same thing. You can save your SL as a Favorite.

  • RE: Dynamics GP

    So, i need to set up an SQL View and then connect to a datasource in excel

  • Verified answer
    Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Dynamics GP

    All reports you generate though SmartList are refreshable. Do you mean you want it to refresh automatically? I would set up a SQL view and then use Excel using an external data source so every time you click refresh you would get the most recent copy.

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