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  1. JCurve Solutions
  2. Business Intelligence

Business Intelligence

Dashboards

  • Missing Reminders in Dashboard
  • Guidelines Before Publishing a Dashboard
  • Publishing a Dashboard
  • Add Financial Ratios (Standard and Custom) into KPI Scorecard
  • Reminders Portlet > Add Saved Search > Number shows the ungrouped result
  • Make Inventory Profitability Report available in the KPI or Dashboard Portlet
See all 14 articles

Reporting

  • Reports > Customers/Receivables > Customer Profitability > Exclude Shipping and Freight Cost
  • Saved Search vs. Reports
  • Schedule a Report
  • Reports > Marketing > Campaign Response > Add Recipient Email Address
  • Saved Search to show Gross Profit per Line item of an Invoice
  • Saved Search for Saved Searches / Analytics Audit Trail
See all 92 articles

Saved Searches

  • Sending Email Notification to Customers Upon Case Closure Manually
  • Transaction Search to Replicate the Income Statement (Profit and Loss) Report
  • Saved Search > Invoices That Have Not Been Emailed to Customers Yet
  • Manage Record Duplicates Page
  • Saved Search > Transactions > Sales Order Not Yet Billed
  • Saved search to Send Email Alerts when Quantity Available for a Location was Zeroed Out
See all 247 articles
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