Business Intelligence

Dashboards

• Dashboard – New Release Portlet
• How to import Entity Bank Details for Vendors
• KPI Scorecards
• Personalise Home Dashboard
• Dashboard – Setting Up Basic Key Performance Indicators

Reporting

• Saved Search to show Gross Profit per Line item of an Invoice
• Reports show COGS is calculating and the message does not go away
• Standard Revenue KPI portlet does not show even if Permission is already granted
• Saved Search that displays Serial Numbers by location
• Calculate Quantity Discounts Field in Item Record vs. Quantity Price Schedule Page not the same > Value that prevail in a Sales Transaction
• Link Support Cases to Vendors

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Saved Searches

• SQL Expressions
• "Warning - This record was created using a different time zone" when editing a Scheduled Saved Search
• Format/Convert Date to a different Timezone
• Create a Saved Workflow History Search
• Steps to Display on Case Records the Other Open Cases of the Customer
• Customise Saved Search to List Item Record's Subtab

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