Improving reports by sending SmartLists to Word
Microsoft Excel isn't the only Office product that SmartLists can be exported to. They can also be exported to Microsoft Word. This can be useful for exporting records for inclusion into a report, financial statement footnotes, or any other type of Word document.
Like the export to Excel feature, export to Word is very easy to do. In this recipe, we'll take a look at how and why you would want to export SmartLists to Word. For our example, we'll use a very small set of records showing retained earnings beginning balances for several years from the sample company.
This type of data could be useful for inclusion in financial statement footnotes, for example.
How to do it…
To send a SmartList to Microsoft Word, follow these steps:
- Select the SmartList icon from the icon bar at the top or select MicrosoftDynamics GP from the top and click on SmartList.
- Select Financial | Account Summary in the left pane of the SmartList window...
