SmartLists

Build reusable filtered lists with SmartLists and save views for repeat work.

SmartLists are predefined views that can merge data from multiple tables, also grouping and summarizing where necessary.

Some examples of lists that have been added are the Customer and Contacts, Paid Reserves by Location, and Negative Quantity Items. You can access SmartLists from master data list pages: Chart of Accounts, Customer, Vendor, Items, and Paid Reserves.

See also Enhancements to the intelligent cloud for Dynamics 365 Business Central: Smartlists

SmartLists are accessed from the relevant List page, selecting the ribbon Smartlist option.

ListPage	SmartList Name
Chart of Accounts	Chart of Accounts (Acct Summary)
Customer	Customer Ship To Addresses Customer and Salesperson Blocked Customers Customers with Credit Limits Customer and Contact
Paid Reserves & Paid Reserve Summary	Paid Reserves by Location Paid Reserves
Vendor	Vendor Order Addresses Vendor and Purchaser Blocked Vendors Vendor Balance
Items	Items Item Quantities Items by Location Negative Quantity Items Items Overdue for Count Items Due for Count

Note

It is not possible to personalize SmartLists.

Once open, the Smartlist can be:

• grouped for reporting using the Analyse sidebar
• turned into a pivot table report, using the Analyse sidebar and its Pivot Mode
• exported, right-click anywhere on the dataset, select Export and choose csv or Excel

How to access Smartlists from the Paid Reserves list page.

Paid Reserves list page showing the SmartLists action