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Microsoft Dynamics GP – SmartLists Export Solutions

Export Solutions are not a new feature. They will work for GP versions 8 and 9. They can be a very powerful way to report on data by allowing you to export information to Excel or Word and have the information Pre-Formatted and allows formulas to run automatically.

        1. Create a SmartList
        2. Export to Excel
          • Record a Macro –(If you are running Excel 2007):
          •  Click on Excel Options>>Show Developer Tab in the Ribbon.

 

          • Click RECORD MACRO. Store in the Current Workbook. Write down the name you use for the Macro.

  

          • When you are done recording, click STOP RECORDING
          • Save the workbook as an “.xls” format file.
          • Hint: I will record a second Macro called “Clear” that removes all data from the workbook.
        • Open SmartList. Select “SmartList>>Export Solutions” off of the top menu bar.

 

      • Setting Up the Export Solution
          • Enter a Name for the Export Solution
          • Browse to the Document that you recorded the macros in. (Note: This field only allows 80 characters including the folder name, file name, spaces, etc.)
          • Type the Name of the Preparation Macro (this is not required…but I strongly suggest using a macro to clear data)
          • Type the Name of the Completion Macro
          • Visible To (You can set to just be visible to your User ID or Everyone.
          • Select the Application
          • Set the “Works for Favorites”