Can I create a Forecast report with only revenue values instead of Revenue & Quantity values
While creating the Forecast report, select only Revenue or Weighted Revenue check boxes instead of Revenue and Quantity fields
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 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 [...]
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 [...]