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2007 Users' Group Conference

2007 Users' Group Conference. Bloomington, MN Sept 17-18, 2007. SmartList and GP Reporting Options. By Matt Dobeck Business Analyst. Agenda – SmartList and GP Reporting Options. GP Report Writer GP List Panes - Windows SmartList Export to Excel. GP Report Writer.

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2007 Users' Group Conference

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  1. 2007 Users' Group Conference Bloomington, MN Sept 17-18, 2007

  2. SmartList and GP Reporting Options • By Matt DobeckBusiness Analyst

  3. Agenda – SmartList and GP Reporting Options • GP Report Writer • GP List Panes - Windows • SmartList • Export to Excel

  4. GP Report Writer • Report engine built into GP • Installed, included by default • Reports available from Reports Menu • Use “as is” or customize • Customizations stored locally or shared on network

  5. GP List Panes - Windows • Contains list of GP records • Cards • Transactions • Reports • Search through or perform action against • Add columns • Not as ‘feature-rich’ as SmartList

  6. What is SmartList? • Quick, easy reporting and inquiry tool • Create customized queries of GP data • How to open: • Select View>SmartList from Menu Bar • Click SmartList icon on Toolbar

  7. SmartList Categories vs. Favorites • Categories • Predefined tables or groups of data • Cards or transactions • Favorites • Predefined search criteria within a category • Subsets or snapshots of data

  8. Popular SmartList Categories • GL & Bank Reconciliation • Account Summary • Account Transactions • Accounts • Bank Transactions • Payables Transactions • Vendors & Vendor Addresses

  9. SmartList Favorites • Defaults designated by * • Customize existing favorites • Save for future use • Create new favorites

  10. SmartList Favorites’ Columns • Sort • Resize • Add • Reorder • Remove

  11. SmartList Favorites’ Search • Up to 4 criteria allowed • Filters and values • Contains • Starts with • Is between • Maximum records • Default can be changed

  12. Export to Excel • From SmartList • Sort • Subtotal • Export Solutions • From Excel-Based Budget Wizard • Use to create budget template or worksheet • Import back into GP budget

  13. SmartList Enhancements • Letter Writing Assistant • Customized Reminders linked to SmartList

  14. Summary of GP Reporting Options • GP Report Writer • GP List Panes • SmartList • Export to Excel

  15. Questions??

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