I would like to see a new period called Prompt. It could actually be 3: Prompt (Day) Prompt (Month) Prompt (Year) When a person opens a favorite it would immediately open the selection for the selected prompt that is chosen on the favorite. I have a few favorites that people use and they need …

Hi @MikeJ could you expand on this a little bit? Is that because the period is defaulting to YTD and they only want to see the last 7 days or something? Or are they truly picking a different time period all the time? Thank you

@paul.osborne What made me think about this is I have a favorite that I made for each of my branches that has a custom period of Yesterday. It shows every item that was sold in their branch yesterday and if the price was changed or not. It works great and they use it everyday. The problem I have …

As a workaround you could put text instructions right on the screen. On a dashboard you can minimize the line so the user would have to expand it to see a paragraph of text or image or whatever.

Could you setup an email subscription so that it’s emailed to them every morning? That way if they’re out sick it’ll be in their inbox waiting for them when they return?

This is what we actually do. Now that I think about it, it was when we have issues with SYNC not finishing or the DB’s not building that caused all the problems. It would email an empty Excel file. We were having issues where that would happen once a week. Now it just happens once a month or so. …

@MikeJ could you change it to show the last 5 or 7 days maybe? That way if something happened on a given day it would most likely be fixed by the next day and still deliver like normal?

Actually I can’t. The report shows all the material that was sold yesterday and will be billed today. They have to review the items before billing is done to make sure nothing is going through at a wrong price. It is a legacy of when they used to print the batches that they just cannot give up.

This might help you - I find it useful particularly with Custom reports. [image] Changing a date range globally in Custom report Insight sharing Had to think about how to title this but have you ever built a report with a huge number of custom columns then find that you’r…

New period called "Prompt"

Product Ideas

StuartH January 21, 2020, 3:27pm 9

This might help you - I find it useful particularly with Custom reports.

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New period called "Prompt"

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