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Customers SmartList Builder Templates

Published: Jun 22, 2015
Post Author Written by Nicole Albertson

The Customers SmartList Builder setup is built to mimic the default Customers SmartList/Excel Report in the Sales Series.

ID: CUST

Name: Customers

Tables Involved:

  • RM Customer MSTR
  • Customer Master Summary

 
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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