Hi All,
I'm trying to create an excel report that summarized profitability by customer. So far the closest information I can find would be the Customer Yearly Summary Inquiry. From here I could run some calculations to figure profitability. I'm new to Smartlist Builder & Excel Report Builder so forgive my ignorance. Is this information stored in its own table, or is it pulled pieces from several different tables? Or is there a better way for me to pull profitability by customer? I'm open to suggestions.
Thanks,
Joe
PS - We're on GP10