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
- Reports > VAT/GST > Tax Reports (International) > Print > Page Stuck
- Accounts Payable & Accounts Receivable Report> Totals Without GST
Saved Searches
- 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
- Price Level Search That Shows The Price Level with Markup/Discount %
- Custom Field not Searchable in Global Search
- Formula to Show the Sum of Weekly Quantity in a Transaction