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Salesperson History SmartList Builder Template

Published: Jun 14, 2016
Post Author Written by Nicole Albertson

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.

ID: RM_SPRSN_HIST

Name: Salesperson History

Tables Involved:

  • Salesperson Master Summary File
  • RM Salesperson Master

 
Screen shot of Setup in SmartList Builder. 
RM_SPRSN_HIST

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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