Demos

GP Reports Viewer
Provides a walkthrough of GP Reports Viewer. Choose this video if you are interested in managing and launching Crystal Reports within Dynamics GP.

GP Reports

Registration, Installation and Setup - GP Reports Installer
Provides a walkthrough of the steps necessary to get up and running with GP Reports Installer. Choose this video if you have purchased or are evaluating the purchase of any of our GP Reports.

SmartList Security - GP 8.0 and 9.0
In this video, we show you the steps necessary to set security in Dynamics GP to your new SmartList Reports. This video applies to Dynamics GP Version 8.0 and 9.0

Coming Soon; SmartList Security - GP 10.0
This video is currently in production. In the meantime, click to view the steps necessary to grant security to your new SmartLists in Dynamics GP 10.0.

Setting the DataSource Location in Crystal Reports
If you are using Crystal reports and do not own a product like our GP Reports Viewer you will need to change the report to point to your company database. This video will walk you through the steps to do that.

Navigate to Microsoft Dynamics GP >> Tools >> Setup >> System >> Security Tasks.
In the Security Tasks Setup window, open an existing task, or create a new task to find the SmartList objects.
In the Product list, choose SmartList.
In the Type list, choose SmartList Object.
In the Series list, choose SmartList Objects.
After the SmartList objects appear in the Access List pane, click to select the check boxes of the SmartList objects to which you want to grant access.
Click Save.
If you created a new task in Step 2, you now need to add that task to either new or existing Security Roles by going to Tools >> Setup >> System >> Security Roles; opening an existing role or creating a new one and selecting the task you created.
If you created a new role in Step 8, you now need to assign that role to your users by going to Tools >> Setup >> System >> User Security, opening an existing user and selecting the role you created.

Site Terms of Use