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Microsoft Dynamics GP (Archived)

Un-publish a SmartList that exports to an Excel File

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Posted on by Microsoft Employee

Does anyone know how to un-publish a Smartlist that has been setup to export a file to Excel?  The reason why I am looking to reverse this is because the default Financial Transactions Smartlist currently exports to an Excel file template stored on a server however due to permission issues I am looking to reverse this Smartlist from exporting to the excel file template but instead just export to an ordinary blank excel spreadsheet.

I have found various bits of information online as to how to publish a smartlist but I am struggling to find any information on how to un-publish one.

Any help would be greatly appreciated.

Thanks

Kevin

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Un-publish a SmartList that exports to an Excel File

    Great, that worked Jamie, thanks! Now to figure out how to remove a smartlist haha.

  • Verified answer
    Jamie Harris Profile Picture
    Jamie Harris on at
    RE: Un-publish a SmartList that exports to an Excel File

    Hi Natalia,

    The only way I've found to un-publish a SmartList Designer report is to delete the entry for the Published report in syDeployedReports within the DYNAMICS database.

    SELECT
    *
    FROM DYNAMICS..syDeployedReports
    WHERE ObjectType = 5


    The above SQL query will give you a list of deployed SmartList Designer reports. If you find your report in the list and run a delete statement to remove the line it will 'un-publish' the report. Beware, it's wise to back up your database before removing this data and I would recommend making the change on a development system before you go ahead and do this in a production environment.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Un-publish a SmartList that exports to an Excel File

    I need a solution to this problem also!

    I found the .odc and the excel file in administration --> excel reports, but the "remove from" button is grayed out!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Un-publish a SmartList that exports to an Excel File

    Seeking solution for the same problem. Please facilitate as the response which suggest to try REPORT OPTIONs is not working.

    Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Un-publish a SmartList that exports to an Excel File

    Hi Kevin,

    Not for sure but I believe you have to go into the Smart List report and click on the Report Options tool (SmartList- Checkbox Report -Publish Report option - Report Option- Email Options/Destination).  From there you can delete the report option or modify it so it won't automatically export to Excel.

    Good luck!

    L

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