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
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
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