Finance | Project Operations, Human Resources, ...

SmartList scheduled excel export

(0) Share

Report

Posted on by KG-09052254-0

Hello,

I have seen a few threads similar to this, but am wanting to know if there is an updated answer.

I have a SmartList that has been custom created and I would like to schedule this to export daily to an excel file (.csv) so it can be ingested by another system.

Is there a way to do this?

Or is there a better way to schedule an export of data from GP on a daily basis?

We are wanting to integrate (via a flat file) the user/security role/access data into our IAM system and I can pull the excel file manually from the SmartList but can't figure out how to publish or schedule it?

Thanks in advance!

Kate

Categories:

Microsoft Dynamics GP

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Joseph Markovich 3,976 on at

Like (0)

Report

You could do this pretty easily with SSRS, if you have it set up. If not, it is really easy to get running.

The built-in scheduler can export to a bunch of file formats (including Excel) and either emailed or saved to a network location.

The biggest thing would be getting a report template created of the data you want.

Joe

Was this reply helpful? Yes No
Suggested answer

Devon Southall 160 on at

Like (2)

Report

Another option - especially if you already have it -- is use SmartConnect to export the flat file with the GP data you require. that has a scheduler too.

Best,

Devon Southall

Was this reply helpful? Yes No
Joseph Markovich 3,976 on at

Like (0)

Report

Devon, that is a great idea too!

Joe

Was this reply helpful? Yes No
KG-09052254-0 4 on at

Like (0)

Report

Thanks for the advice!

Can I ask - what is SmartConnect? Is this a function available within Great Plains? I don't work directly with this application normally so am not overly familiar with the available functions. Is it something that is available in all versions of GP, or does it have to be specifically set up?

Was this reply helpful? Yes No
Joseph Markovich 3,976 on at

Like (0)

Report

SmartConnect is an add-on product from a company called eOne. It works with GP (and lots of other systems) and helps you with automation and integration.

You'd have to purchase this and then set it up in your GP system.

Have used it for many, many years to integrate GP and other systems (like CRM, Salesforce, etc) and also automate lots of manual tasks in GP. It's fairly easy to use, but there is definitely a learning curve to use it.

Joe

Was this reply helpful? Yes No
Suggested answer

BJ-09051414-0 344 on at

Like (1)

Report

Hey Kate,

What you are looking for is called Excel Refreshable Reports. This lets you turn any smartlist into a Excel Spreadsheet report that auto refreshes so it always has up to date data in it.

Smartlist Builder has this as well. However, if you do not already have Smartlist Builder, I don't see a reason to purchase another product to do something that is already part of core GP and just has to be enabled and configured to accomplish your what you are looking to do.

Below are some links on the GP Excel Refreshable Reports that are part of Dynamics GP.

https://youtu.be/jfGTeEuww3U?feature=shared

SmartList Designer to Refreshable Excel Reports in Dynamics GP 2015 (youtube.com)

Publishing SmartList Reports to Excel in Dynamics GP - RSM Technology (rsmus.com)

I hope this helps!

Thank you!

Brandon Jarrett

Enavate - Microsoft Dynamics 365 Implementation & Support | Cloud ERP Consultant (enavate.com)

L3 Functional Consultant.

Was this reply helpful? Yes No

Join the conversation

Community site session details

SmartList scheduled excel export

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates

Community site session details

SmartList scheduled excel export

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates