LEAF WEBINARS

Using Your Interactive Report Writer - ICRW

Caldwell, Dave - 07/19/2024
Create / Edit / Run / Add to Menu
Types of Users: Builders / Designers / Viewers
Components of the ICRW
​Permissions
Reporting Areas
  • Columns and Drag
  • Simple Filters
  • Subtotals and Totals
  • Formatting
  • Custom Prompting
  • Export Data
Advanced Functionality
  • Complex Formulas
  • Pivot Tables
  • Advanced Reporting Areas
  • Trending, Rolling Sums
  • Case and IF Statements
  • ​Create Drill Downs

Standard Reports & Views_ Tips, Tricks, and What's New!

Hirschfeld, Ann - 06/19/2024
  • Dimension Groups
  • General Ledger Reports
    • Activity Reports
    • Dimension Balances
    • General Ledger 
  • Accounts Receivable Reports
    • Invoice Analysis
  • Accounts Payable Reports
    • Bill Analysis
  • New List Views!