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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / How to add sales break...
Microsoft Dynamics RMS (Archived)

How to add sales breakdown by customer to X report?

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Posted on by Irfan1 55

Hi Everyone, I'm trying to add a breakdown of sales, by customer, to the X report. Is there any way to do this? Would I be able to include a custom caption for each customer as well?

I'm new to customizing the reports, but understand the XML format of the receipts. I just don't know what variables to choose.

Thank you!

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  • Community Member Profile Picture
    Community Member on at
    RE: How to add sales breakdown by customer to X report?

    Hello,

    Thank you for your question. AAs Ed noted, there is no variable available in the X report to provide you this information.

    We do have several customer receipts that may meet your needs. I would recommend checking them out on the RMS Report Library available on CustomerSource. Please note you will need an active support place to access the following link:

    mbs.microsoft.com/.../rms_reportslibrary

    Thank you,

    Scott Wardzinski

    RMS & POS Support Engineer

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to add sales breakdown by customer to X report?

    Their isn't a variable for the X report that can give you this information.  You would have to create an addin to add that variable to the reporting system and then use that on your report.  

    I would be willing to do the work but I would have to charge you something for it.

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