HELP ARTICLE

Account Summary SmartList Builder Template


The Account Summary SmartList Builder setup is built to mimic the default Account Summary SmartList/Excel Report in the Financial Series.

ID: ACCT_SUM

Name: Account Summary

Tables Involved:

  • Account Current Summary Master
  • Account Summary History
  • Account Master

 
Screen shots of Setup in SmartList Builder, Excel Report Builder, and Navigation List Builder.



Note: These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.  

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