Business Intelligence

Dashboards

• Dashboard – New Release Portlet
• Create a Portlet Showing Incoming Messages
• 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
• Mass Update > Change Report Owners
• Granting Access to Sales and Purchase Reports Grouped by Tax Code
• Some Accounts do not show in Reports even if Show Zeros = T and Activity Only = F
• 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

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Saved Searches

• SQL Expressions
• Item Saved Search > Show Base Item Price and Promotion Fixed Price
• Item Saved Search > Inventory by Location with Quantity On Hand and Value
• Add a Column to Show the Total Location On Hand, Location In Transit and Location On Order per Row
• Saved Search to Display Quantity On Hand, Available, On Order, Back Ordered and Committed on Specific Location when Multi Location is Enabled
• Saved Search to Show Gross Profit by Customer (INCOMPLETE)

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