Reports & Views

How to see Reports using collapsible Tree Navigation

1. Goto the Tree Navigation and expand the Accounts module. 2. Expand 'Tabular Reports'. This view shows all the reports created in that specific module. 3. Click on the report name for the report to open up.

How to see Reports using collapsible Tree Navigation2021-08-04T23:56:39-08:30

How can I create Charts in the system

1. Run the report for which you want to plot a graphical chart 2. In the grid icons, select the Charts option. Click on the '+' icon to add a chart 3. Select the chart type you want to plot like Donut Pie / Funnel chart etc.. 4. Select the keys you want to plot [...]

How can I create Charts in the system2021-08-11T05:51:46-08:30

What is the difference between Custom View and System View

Custom View: It is a view a User creates by himself in the application. It can be found under My Views on the home page. The columns can be changed according to the User's choice. These can be shared/unshared with other Users. System View: It is a standard view generated in the application. When you [...]

What is the difference between Custom View and System View2021-08-04T23:59:23-08:30