Getting Started
101 Getting Started
- BI4Cloud Help Widget - In App Help
- Setting up Your Free Trial
- Favourite Reports - Changing Rows (Analyze By)
- Favourite Reports - Drill down (Then By)
- Favourite Reports - Subtotals (Group By)
- Favourite Reports - Sort Rows (Order By)
201 Which Report Type to Use?
- Balance Sheet Report
- P&L Forecast - Ultimate Month End
- Analyze - To see your data in more detail
- Analyze by Detail - To see all fields at transaction level detail
- Pivot - To see Multiple Dimensions at once
- Compare - To see comparisons to Prior Periods
301 BI Masterclass - Deep Dive
Cool Stuff
- Financial Ratios, KPIs and Metrics
- Divisional Analysis
- Job Analysis
- Sales and Inventory Analytics
- Sales Budgets - Set Targets to Achieve your goals
- Sales Budgets - Setup
Use MYOB Smarter
- Focus on Overdue Receivables
- Sales Orders - Managing Customer Expectations
- Streamline the Chart of Accounts (COA) for Sharper Reporting
- Simplify Month end - Review all outstanding Purchase Orders
- Report by "Ship to" not just "Invoice to" Address in MYOB
- Accounting for Divisions or Cost Centres using MYOB
Which Jobs Reports to use depends on how you use Jobs
Advisors
Which Inventory Report Mapping to Use?
Advanced Tips & Tricks
- ★ Customer Card List - Who needs CRM?
- ★ Financial year - changing the default "This Year" date range
- ★ Dots - Why are there Dots "." in my report?
- ★ Add Multiple Subtotals - Group by levels
- ★ Hide and Show Columns
- ★ Hide report rows with zero ($0) values