Multi-company SmartLists

Here’s a nice little option in SmartList Builder which I’m surprised few people know about.  SmartList Builder allows you to create SmartLists that can report information from multiple companies in one list.

We have several real estate companies and family office clients that have dozens of GP company databases from which they want to report on rather simple things, e.g. all bank accounts, all fixed assets.  SmartLists is perfect for this type of reporting.

To have a SmartList look at multiple companies, go to the “Options” button, check the “Multicompany SmartList” check box, and select the companies you want included.

Here’s an example of a multiple company bank account list:

The problem in this solution is to find a field in the data that identifies the company to which the results belong.  In my example, this is easy because the CM Checkbook Master table includes the Company ID field that can be linked to the Company Master table, to return the name of the company.

I found this query on CodeSnippets to find all the tables in the company database with the column name “CMPANYID”

SELECT table_name=sysobjects.name,
column_name=syscolumns.name,
datatype=systypes.name,
length=syscolumns.length
FROM sysobjects
JOIN syscolumns ON sysobjects.id = syscolumns.id
JOIN systypes ON syscolumns.xtype=systypes.xtype
WHERE syscolumns.name='CMPANYID'

These are the results:

CT00001
FA49900
CT00002
SOPS113B
RM50103
CT00003
SY00600
POPS0231
JCPS0040
POP10100
PRPF0113
UPR70501
DD40400
QAPS0032
QAPU0032
AAG00906
POPF0113
POPS0132
CO010000
ECPS0000
COSS0401
ECPU0000
ENC40000
ENC40100
RM30701
POP30100
mops0100
MOPS0200
CM00100
EC090000
WCPS0100
MRP0200
BMPF0114
BMPS0114
SVC40500
CAM10210
GTM41000
SY04800
MPPS0230
CAM10200
MPPU0130
WCPF0100
TLPS0100
TLPU0100
RVP0100
RVPS0132
CPO40001
CPO40002
WPPS0114
WPPU0114
PAVW10600
RTPS0130
RTPU0130
PAVW30600

If you have SmartList Builder and several GP company databases, you should try this out.