Business Intelligence
Dashboards
- Dashboard – New Release Portlet
- Create a Portlet Showing Incoming Messages
- CSV Import > Journal Enrty > Invalid reference key XXX for currency X
- How to import Entity Bank Details for Vendors
- KPI Scorecards
- Personalise Home Dashboard
Reporting
- Saved Search to show Gross Profit per Line item of an Invoice
- Creating a Report
- Mass Update > Change Report Owners
- Granting Access to Sales and Purchase Reports Grouped by Tax Code
- Some Accounts do not show in Reports even if Show Zeros = T and Activity Only = F
- Reports show COGS is calculating and the message does not go away
Saved Searches
- SQL Expressions
- Saved Search for Open or Unapplied Vendor Credits
- SAVED SEARCH > ASSEMBLY BUILD > HOW MANY MEMBER ITEMS USED AS A COMPONENTS TO BUILD
- SAVED SEARCH > BILLS AND RELATED BILLS PAYMENT
- Steps to Display the Actual Quantity in Unit of Measure Used in the Transaction when Creating a Saved Search
- Convert Date Created Field Time Zone to a Different Time Zone on a Saved Search