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SmartList Designer for Comprehensive Leave Manager

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Estimated reading time: 3 min

KB01-023

For additional reports in Comprehensive Leave Manager, you can use you existing SmartList functionality in Microsoft Dynamics GP to create custom reports. We will look in detail at building the Leave Summary report. You can then follow the same steps to build the other three reports.

  • Leave Summary – Displays data for all employees and leave codes from the Employee Leave Maintenance and Employee Leave Summary window.
  • Leave Transactions – Displays transactional data for all employees and leave codes from the Employee Leave Transactions window.
  • Leave summary during payroll – Displays employees and leave codes being processed this pay period and the leave balance amounts. This report only contains data during payroll processing. Run this report after calculate checks to verify leave earned, taken, pending and available amounts for this pay period.
  • Leave Transactions during payroll – Displays data for all employees and leave codes being processed this pay period and the leave balance amounts. This report only contains data during payroll processing. Run this report after calculate checks to verify leave earned, taken, pending and available amounts for this pay period.

To open SmartList Designer for Microsoft Dynamics GP select Microsoft Dynamics GP > SmartList > New Button. If you do not have the New button on your SmartList window login to Microsoft Dynamics GP as ‘sa’ to grant security for this functionality. See additional instructions on granting security below.

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To create the Leave Summary report we will first enter the List Name, Leave Summary and select Comprehensive Leave Manager as the product. In Database View, we can expand the Comprehensive Leave Manager product, Tables and 3rd Party. Here you will see all the Leave Tables.

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For the Leave Summary report, we will want to find the Leave Employee Code Master table and check the checkbox.

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If you want to filter the report by Department, Position or other Employee specific information in Microsoft Dynamics GP then you can also add the Payroll Master table by expanding Microsoft Dynamics GP, Tables and Payroll then select Payroll Master.

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Next, we want to create a relationship between our two tables, within the Relationship section we can select Leave Employee Code Master as the TableName, select Employee ID as the FieldName, select Left Join, and select Payroll Master as the TableName2 and Employee ID as FieldName2.

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The system now will display all the fields in the Comprehensive Leave Manager Leave Code Master and Microsoft Dynamics GP Payroll Master table. You may not want some of these fields in your report. In the Selected Fields section, you can delete any fields you do not want on the report.

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