User_3CSJR Red Ribbon

Hi thanks for reaching back out, I'm just verifying first the exact report used by our Accounting team and will let you know once I receive those further details from them.

It's a custom report built in report builder. It's pulling by customer how much of a SKU they are purchasing by multiplying it by the rebate %. The steps to generate it specifically I do not know, this report was built by our implementation partner.

Not sure what you mean exactly, it's a report, not a saved search, and we're doing an excel export of the results

Thanks so much for the info Mikko, it was very helpful. Have there been reported compatibility issues with the Microsoft Surface?