How to run a Smart List in Great Plains

30 Apr 2025 By Kelsey Meyer

Step #1: Click here to choose which company you want to look at — Click here to choose which company you want to look at

Step #2: Choose the Company from the drop down list — Choose the Company from the drop down list

Step #3: Click on "OK" — Click on "OK"

Step #4: Click on "Dynamics GP" — Click on "Dynamics GP"

Step #5: Click on "SmartList" — Click on "SmartList"

Step #6: Open the Financial reports — Open the Financial reports

Step #7: Click on "BENITA T AND E EXP BY PERIOD" — Click on "BENITA T AND E EXP BY PERIOD"

Step #8: Click "Search" — Click "Search"

Step #9: Enter your report criteria — Enter your report criteria

Step #10: Click on "OK" — Click on "OK"

Step #11: The bottom of the screen will say "Exploring" while its gathering data and "Completed" once its done. — The bottom of the screen will say "Exploring" while its gathering data and "Completed" once its done.

Step #12: Click here to export to excel — Click here to export to excel

How to run a Smart List in Great Plains