Getting Actionable Information with Self-Service Reports & Dashboards – Summit 2019

 

Thanks to everyone who attended my session at Acumatica Summit 2019 in Houston.

Here are the 4 things that I promised:

1. The Slides (click here) from the presentation.

2. Example Documentation showing in detail (with a lot of screenshots) how each example was built:

1. Displaying Record Created Date/Time (click here)
2. Banded Values (Small, Medium, Large) (click here)
3. Actionable Generic Inquiries & Dashboards (click here)
4. Actionable Generic Inquiries & Dashboards on Mobile (click here)
5. Stuff That Should Never Happen (STSNH) Dashboard (click here)
6. Business Events – Creating a Task Automatically (click here)
7. Exporting to Excel vs. OData (click here)
8. Power BI – % of New Sales (click here)

3. AUG, an Acumatica User Group (click here). This is the most active Acumatica User Group on the internet.

4. Query Quarry (click here). Query Quarry helps you build a strong Generic Inquiry Foundation as discussed on this slide during the presentation: