Getting fine-grained control of Excel Exports from Navigation lists to Excel
The big Excel button on the SmartList window provides a visual cue that SmartLists can deliver flexibility by exporting to Microsoft Excel. That same blinding flash of the obvious is not available for Navigation lists. Navigation lists provide another way to interact with information in Dynamics GP and they can be filtered and limited like SmartLists. Navigation lists don't have a big Excel button, so in this recipe we will look at how to export Navigation list data to Excel.
How to do it…
To export a Navigation list to Excel, follow these steps:
- Select Financial from the Navigation pane.
- At the top of the Navigation pane, select Accounts to open up the Accounts list.
- Mark the checkbox in the header next to Account Number to select all accounts.
- On the ribbon at the top, select Go To and then Send to Excel:
- Excel will open with the data from the list.
How it works…
Navigation lists provide another way...
