Business Intelligence
Dashboards
- Guidelines Before Publishing a Dashboard
- Publishing a Dashboard
- 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
Reporting
- Saved Search vs. Reports
- 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
- Add the Ship Date and Actual Date under the Sales Order Shipping tab on Open Sales Order Report
- Discrepancy Between Balance Sheet and Inventory Valuation
Saved Searches
- SQL Expressions
- List of Items That Does Not Have Any Related Sales Order or Invoice For More Than Three Months
- Saved Search > Contacts per Customer Stage, Category
- Saved Search > Customer > To show Date for the first Sales Order of a Customer
- Saved Search for Journal Entries posted for Account Opening Balance
- How are Discounts taken on the Sales Order Reflected on Saved Searches