We currently use GP's detailed Trial Balance reports for our purchasing accounts to view purchases for specific departments for specific periods, however it would be much easier to view this information in a smart list and export to excel, allowing us to run pivot tables, sort, filter, etc. The default Current Purchasing Journal smartlist would work great for us, however it does not contain a column for the originating Master ID or Document ID.
I have tried using Smartlist Designer but I am having trouble identifying the proper table(s) to use and creating the relationships between them. Is it possible to add these columns into the smartlist?
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