Grouping Customers

(1) Share

Report

Posted on by KHayston

I want to link customers together for reporting only. Each customer is its own entity and has different terms. We need to be able however to run a report on items used for a group of customers.

On the item cards I am using /Attributes/ for something similar but can't find it on the customer card.

Categories:

Dynamics 365 Business Central

All responses (2)

Answers (1)

KHayston 76 on at

Like (0)

Report

Grouping Customers

Hi Ben

thank you for the suggestions. We will look at both options as both reporting options may very well be needed.

Katarina
Verified answer

Ben Baxter 5,819 Super User 2025 Season 1 on at

Like (0)

Report

Grouping Customers

If you want to breakdown Items sold by type of Customer, you can use either a Dimension (potentially more behind the scenes, less visible on the record) or Customer/Gen. Bus. Posting Group (more visible on the record). You would need to write a report to group the Item Ledger based on the Dimension or Posting Group of the transaction. This would allow you to see what types of Customers are buying what Items (or types of Items).

If you are on BC Cloud, there is a new Analysis tool that can be enabled in Feature Management. It allows you to build a Pivot table directly in the system and might give you the information you want. Below is an example:

P.S. If this information was helpful, please verify the answer to help other forum Users.

Best Regards,

Ben Baxter

Accent Software Inc