Sorting, Searching, and Filtering in Microsoft Dynamics 365 Business Central
I get the question a lot from my clients moving from Microsoft Dynamics GP to Microsoft Dynamics 365 Business Central if SmartList exists. For those of you who are not familiar with SmartList it is a tool that allows users to sort, search, and filter data within the system for reporting purposes. While "SmartList" as we know it doesn't exist, Business Central does have very similar qualities within the system that allows users to do the same, it just looks and feels different.
Lets take a look at how this functionality works within Microsoft Dynamics 365 Business Central.
- Pull a detail trial balance - this process can be clunky as you have to add a filter for the account number and date range within the report options window. And then if you want to change the date or account number to search again it becomes a lot of work just to get what you need.
- Filter within the General Ledger Entries window - this process is so much faster than option 1 and it also allows you to save "Views" for future use, which makes the process even faster.
Just look for the filter icon within the View Controls area and then the Filter Pane will appear to the left of the window. TIP: If you want to hide the filter pane just click on the filter view control as well.