Building analyses by exporting SmartLists to Microsoft Excel
Continuing a simple to complex theme, we move on to another straightforward process, exporting SmartLists to Microsoft Excel. Dynamics GP allows users to export any SmartList to Excel with the simple push of a button. In this recipe, we'll look at how to export SmartLists and some of the considerations surrounding exports.
How to do it…
Exporting a SmartList to Excel is easy to do. Here are the steps to do it:
- Select the SmartList icon from the menu bar at the top or select MicrosoftDynamics GP menu from the top and click on SmartList.
- Select Financial |Account Summary from the SmartList window.
- Once the SmartList finishes loading, click the Excel button.
- Dynamics GP will export the data to Excel in the same order and with the same columns as the SmartList.
- Once the export is complete, Excel will open with the completed data:
How it works…
The simplicity of the export to Excel process belies the power of this feature...
