If you use SmartLists in Dynamics GP, you have most likely used the Excel button to export a SmartList to Excel. What you may not know is that there is another option called SmartList Export Solutions that is available for you to use.
Examples of things you can use Smartlist Export Solutions for are to automate totaling and formatting of SmartList data in an existing Excel Spreadsheet. And you can export SmartList Data to the same spreadsheet over and over again. You also gain additional functionality by being able to use macros that automate various tasks like clearing data from an existing spreadsheet, creating a new sheet within a workbook before adding data, adding up columns etc..
To Setup a Smartlist Export Solution
1) You’ll want to save a SmartList with the columns you want, as a Favorite
2) Export your Favorite SmartList to Excel
3) Save the Excel Spreadsheet to the location of your choosing and close out of Excel
4) View your Favorite SmartList in Dynamics GP
5) Select Smartlist>>Export Solutions from the Menu
a. Name: Enter a Name to identify the Spreadsheet that you will be exporting to
b. Document: Enter the Path or browse to where you previously exported and saved the SmartList in Number 3
c. Preparation and Completion Macro: If you added a macro to the Excel File enter those names here
d. Visible To: Enter who you would like to be able to use/see this solution
e. Application: Select Excel
f. Works for Favorites: Check the box next to the Favorite that this solution is associated to
g. Save and Close the Export Solutions window
Back at the SmartList window open your Favorite SmartList
1) Click the Excel Button
a. You will now have an additional choice of Export Solution (Quick Export is the usual way of exporting a SmartList)
b. Click Export Solution and your spreadsheet will open
i. If you created a before and/or an after macro these will run ahead of and/or after your is exported
It can be that simple, or you can design macros for different tasks like creating pivot tables etc.. This gives you quite a few more options when exporting SmartLists to Excel, especially when you do the same type of export month after month, and this should save you lots of time once the solution is in place. Happy Exporting!