Business Intelligence
Dashboards
- Guidelines Before Publishing a Dashboard
- Publishing a Dashboard
- Make Inventory Profitability Report available in the KPI or Dashboard Portlet
- Resolve Missing Direct Report on Manager’s My Team Portlet
- Publish Dashboard Permission
- Create a Portlet Showing Incoming Messages
Reporting
- 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
- Difference between Sales by Customer Report and Income Statement Report
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
- Saved Search > Transactions > Sales Order Not Yet Billed
- Saved search to Send Email Alerts when Quantity Available for a Location was Zeroed Out
- SQL Expressions