The Salesperson History SmartList Builder setup is built to give you a list Salespeople and their history. The setups for Excel Report Builder and Navigation List Builder are duplicates of the SmartList Builder setup.
Name: Salesperson History
- Salesperson Master Summary File
- RM Salesperson Master
Screen shot of Setup in SmartList Builder.
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.