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Jason M

Smartlist Changes with Reportin

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I inherited a messy set of fixed asset records and am looking to clean it up a bit.  If I change the names of smartlist items, will I need to rebuild any reports that reference the old names or will Sage know to update the reporting criteria with the new names?  I would make sure to "Replace" when updating the smartlist.

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    Jason,

    Your work to edit the SmartLists is a smart way to simultaneously clean up the database as well because, as you have discovered, you can perform a global replace in connection with the SmartList edit.

    However, the SFA-Depr program will not automatically update the criteria that were used to create your groups.  You will need to edit the group criteria as required in order to fit to the new values in your SmartLists and database records.  After that, you will then be able to send that group of assets to a report and see the data correctly.

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    Hello,

    Bob Mc is indeed correct, you will need to update any groups that are used, as the replace function will not affect criteria of groups or reports. To modify a groups criteria go to Customize>Group Manager, highlight the group you are working with and click Edit, highlight the criteria to change and modify as needed, then click Replace.

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