We are pleased to offer Wipfli’s SmartList and SmartList Builder with Excel Report Builder training class for Microsoft Dynamics^® GP. This in-depth class will show you how SmartLists can be used to access your data to best meet your needs. You can use Excel Report Builder to access and analyze real-time data from Microsoft Dynamics GP, and take advantage of Excel's deep formatting capabilities and familiar interface.

Who Should Attend?
The SmartList class is designed to provide an understanding of how to use and customize SmartLists.

The SmartList Builder with Excel Report Builder class is designed to provide an understanding of how to create your own SmartLists and transform SmartLists into Excel Reports or Excel Reports in SmartLists.

This class will be taught using Microsoft Dynamics GP Version 10.0, although clients on all versions are encouraged to attend. Please note that SmartList Builder is an add-on module and Excel Report Builder is only available for Microsoft Dynamics GP Version 10.0, service pack 2. Class participants will learn through practice by completing hands-on exercises. The training will include the following topics:

SmartList − Morning Session

• Overview of SmartList
• How to add, remove, or change the columns displayed in the view
• Define search criteria
• Add favorites, print, or export search results
• Create export solutions

SmartList Builder with Excel Report Builder − Afternoon Session
A working knowledge of Microsoft Dynamics GP, as well as its table structure, is recommended.

• Create reports using Microsoft Dynamics GP tables, SQL Server tables, and data connections
• Set up field and display options, go to's, restrictions, and calculated fields
• Create summary and multiple company reports
• Learn about import/export features
• Publish refreshable Excel reports to a reports library, Microsoft SharePoint^®, or to a file location

Program Schedule
8:30 a.m. - 9:00 a.m.  Registration & Continental Breakfast
9:00 a.m. - 12:00 p.m.  SmartList
12:00 p.m. - 1:00 p.m.  Lunch (included)
1:00 p.m. - 4:30 p.m.  SmartList Builder with Excel Report Builder

Multiple-User Discount
For each additional attendee from the same company, the cost is $249.

Reserve your place today. Registration must be received early to guarantee enrollment. Class sizes are limited. Please send payment to Wipfli LLP (469 Security Boulevard
Green Bay, Wisconsin 54313), Attn: Tracy Marvin.

Note: If you are interested in attending only the morning or afternoon session, please do not register here; see the below separate registration links:

• Morning Session only
• Afternoon Session only