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Is there a way in Smart List to generate a report by Vendor, by date range - showing the total payments by the defined date range? The Smart List kind of does it.
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Steve, SmartList (emphasis on LIST) is a data query tool, not a reporting tool, although it's used as such many times, depending on the report requirements. In addition to Babu's suggestion, you could also use SSRS to develop the report, or my favorite reporting tool - Crystal Reports, if you have it.
Hi Steve,
If my understanding is correct you wanted to summarise the payment made to a vendor for the given date range as a single line Vendor ID, Total payment if this is correct in smart list you can get the all payments for the given date range will have mutiple lines, which you can sum after exporting excel. You can also try to do creating a new report using smartlist builder but I am not sure how to achieve your requirement.
Babu I will verify the answer but I shouldn't have to do it this way. To me it's more work - then why have Smart list?
Hi Steve,
You can do this by refreshable excel of payable transactions where you can build your own pivot table and get the result.
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