> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/smartlists.md).

# 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](https://learn.microsoft.com/en-us/business-applications-release-notes/april19/dynamics365-business-central/enhancements-intelligent-cloud#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                             | <p>Customer Ship To Addresses<br>Customer and Salesperson<br>Blocked Customers<br>Customers with Credit Limits<br>Customer and Contact</p> |
| Paid Reserves & Paid Reserve Summary | <p>Paid Reserves by Location<br>Paid Reserves</p>                                                                                          |
| Vendor                               | <p>Vendor Order Addresses<br>Vendor and Purchaser<br>Blocked Vendors<br>Vendor Balance</p>                                                 |
| Items                                | <p>Items<br>Item Quantities<br>Items by Location<br>Negative Quantity Items<br>Items Overdue for Count<br>Items Due for Count</p>          |

{% hint style="info" %}
Note

It is not possible to personalize SmartLists.
{% endhint %}

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](https://2932934759-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfUgpGDVvyqBWVvwVIy9a%2Fuploads%2Fwx2xLBH3U3GWju4w7K44%2FScreenshot%202026-02-23%20130603.png?alt=media\&token=31121ec5-985a-4f5b-b948-562bd57a7aca)


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