CRM List Builder in White Cup BI

Have you ever wanted to target a list of specific Accounts when on a report in White Cup BI? You now can using our new CRM List builder feature in White Cup BI! When viewing a report with a Bill-to or Ship-to account dimension, you can create a WCCRM list. We provided you the ability to create 2 different kinds of lists:

• Snapshot List: A one-time push of accounts in the report into a WCCRM List.
• BI Data List: A WCCRM list that updates whenever the associated WCBI report data is refreshed. This means that the list updates dynamically and will add/remove accounts from the list based on whether the accounts still meet the initial criteria.

NOTE: If the WCBI report contains both Bill-to and Ship-to dimensions, the CRM List Builder will send the accounts based on the lowest drilled-down dimension. So, if a report displays Bill-to accounts but is expanded to include associated Ship-to accounts, a Ship-to List will generate in WCCRM.

How does this work?

This section provides step-by-step instructions on how to use the CRM List Builder feature.

1. When on a report with an Account and/or Ship-to dimension, select Create CRM List.
2. A message displays indicating what kind of list will be created in WCCRM. Select Yes to continue.
3. The Create List screen appears. Select whether you would like to create a Snapshot or BI Data list.
4. Give the list a Name.
5. Although not required, we recommend giving the list a clear description of the criteria of the report. This description displays under the name of the list when viewing it.
6. Select Next. The list generates and automatically opens on your screen.