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”
JOIN syscolumns ON sysobjects.id = syscolumns.id
JOIN systypes ON syscolumns.xtype=systypes.xtype
These are the results:
If you have SmartList Builder and several GP company databases, you should try this out.