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New Smart List is everything but a smart list

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Posted on by Community Member Microsoft Employee

Using the Dynamics GP Desktop Client, I created a new "SmartList." I clicked the "Microsoft Dynamics GP" ->"SmartList" menu.

Using the "SmartList Designer," the SQL views were referenced and validated.

I saved the following settings:

List Name: "Test_My_SmartList"

Product: "Microsoft Dynamics GP"

Series: "Financial"

The strange result is that, under the "financials" section of the GP Desktop client, I can see this new report in the "Report List." However, it is listed 4 times:

"...\ExcelReports\\Reports"

"...\ExcelReports\\Data Connections"

"...\ExcelReports\Reports"

"...\ExcelReports\Data Connections"

I do not see a difference in the data when I run any of the 4 above "reports."

Why were 4 different objects created, NONE of which were actually "SmartLists?"

What steps did I miss? I just want one report and it be an actual SmartList.

Please tell me what steps I missed.

Thanks for your help.

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Community Member Microsoft Employee on at

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RE: New Smart List is everything but a smart list

I am still learning GP, perhaps the more accurate question is: using the SmartList Designer, how does my new smartlist get added to "Smartlist Favorites?"

But I still wonder what the difference is between the 4 objects generated above.

Thanks