Creating a SmartList Object Excel Report

You can create Excel Reports from the SmartList objects that you imported.

1. Select Microsoft Dynamics GP > Tools > SmartList Builder > SmartList Builder.
2. Use the lookup button to select the SmartList ID of the object you would like to duplicate. The Signature SmartList Builder objects that you imported are identified with S_ for Service Management or Job Cost and EMS_ for Equipment Management.
3. Select Options > Duplicate....
4. Select Excel Report as the New List Type.
5. Enter a New List ID and New List Name for the Excel Report, and select Duplicate.
6. The new report opens in Excel Report Builder, where you can modify the Excel Report. Refer to the SmartList Builder (with Excel Report Builder) user documentation for more details.

If you use Microsoft Dynamics GP SmartList Builder to create your own SmartLists and Microsoft Excel reports, you can use the following SmartList Builder objects as templates for creating SmartLists in Equipment Management:

• Cost Categories
• Equipment
• Equipment Models
• Meter Readings
• Rental Agreement Lines
• Rental Invoice Lines
• Scheduled Maintenance

These templates are contained in an XML file that can be imported into SmartList Builder. After importing SmartList Builder objects, the templates can be used in SmartList or edited in SmartList Builder or Excel Report Builder.