How to create Smartlist Builder reports based on SQL views or tables

Microsoft Dynamics GP>>Tools>>SmartList Builder>>Security>>SQL Table Security

1. Check the box by the company ID (PAPER)
2. Choose Table or View (Views have more info. Tables are specifically 1 single source of data)
3. SalesPad has setup some views that work well for reporting. They start with spv
4. Check the box by the Table or View

In GP: Open SmartList Builder

1. Click the + to add a table.
2. Choose SQL Table (even if you are adding a View)
3. In the Add SQL Table window, select the Database (PAPER)
4. Pick Table or View (depending on what you did earlier).
5. Check box called “Use Company Database”
6. Click on the View name that you want on the SmartList report.
7. Hit the + sign to add a Key field. Usually it is the ID of the window (for Items, Customers, Vendors) or the Document Number for Transactions. Basically it is the unique fields on the window.
8. Hit Save
   

**Check box called “Use Company Database”

9. To Mark all fields to show automatically in SmartList, click the little arrow by “Default” and hit Mark ALL

9. Uncheck fields you want to hide.
10. Click the Blue Arrow by the Display name to set field options (i.e. How to show dates, notes, and GL accounts)