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!