Kyle Wesley
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Becca Sarratt and
Tyler Magnussen are now friends 9 years, 6 months ago
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Becca Sarratt replied to the topic Tech Tip Tuesday! 4/18/17 in the forum Reporting 9 years, 6 months ago
@bretttru-ind-com I’m glad you found this helpful! When you unmanage an account, all the underlying assets are automatically unmanaged even though their Managed checkbox is still checked. The same applies when you unmanage a product. All of the associated assets will be unmanaged even though their Managed checkboxes are still checked. If you…[Read more]
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Benjamin Rawlings are now friends 9 years, 6 months ago
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Becca Sarratt replied to the topic Alternatives in the forum Reporting 9 years, 6 months ago
TEST
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Michelle Pachunka are now friends 9 years, 6 months ago -
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Becca Sarratt started the topic Tech Tip Tuesday! 4/18/17 in the forum Reporting 9 years, 6 months ago
The “Managed” checkbox that is available at the Account, Asset, and Product level controls whether that entity is included in Performance and Reports.
For example, if you do not want your cash assets included for performance/reporting, you can unmanage individual cash assets or the product to exclude it for your whole database.
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Kellie Hosch are now friends 9 years, 6 months ago
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Becca Sarratt started the topic Manage your Monday! 4/17/17 in the forum Reporting 9 years, 6 months ago
Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.
As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.
Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.
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Becca Sarratt started the topic Manage your Monday! 4/17/17 in the forum Reporting 9 years, 6 months ago
Did you know you can schedule data queries to run to your notifications? Never forget to run your business management queries again.
As an example, you can have your New Accounts query scheduled to run every Monday to review how many accounts opened in the previous week.
Check out the “Schedule a Data Query” Assist for instructions on how to accomplish.
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