Jennifer Kelly

Total activity 239
Last activity September 20, 2024 05:39
Member since August 12, 2014 05:13

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Jennifer Kelly created an article, August 07, 2024 01:56
Account Profit & Loss - Quick Start
1. Become an Expert
2. Accounts & Consolidation
Run the Accounts Profit & Loss [base] Workbook which is View only to get started quickly. This Workbook runs over GL Profit & Loss accounts and includes multiple Tabs which present a variety of P&...
- Edited September 20, 2024 05:24
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Jennifer Kelly created an article, July 31, 2024 07:25
Create, Save & Share your own Custom Workbooks
1. Quick Start
2. Change Reports
Customise Workbooks specifically for you To gain the best value from BI4Cloud we recommend you create, save and share your very own Workbooks. The Base Workbooks supplied with BI4cloud are great to...
- Edited July 31, 2024 08:59
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Jennifer Kelly created an article, July 25, 2024 06:22
Analyse Sales & Margins - Deep Dive
1. Become an Expert
2. Sales & Margins
To create your own customisable Workbook: Run the Analyse Sales & Margins [base] which is a view only Workbook Create a Copy and Save the new Workbook, this will now be fully customisable Read th...
- Edited August 06, 2024 07:15
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Jennifer Kelly created an article, February 09, 2024 02:24
Analyse Sales & Margins - Quick Start
1. Become an Expert
2. Sales & Margins
Run the Analyse Sales & Margins [base] Workbook which is View only to get started quickly. This Workbook runs over Sales Invoices and includes multiple Tabs which allow you to instantly understand...
- Edited September 29, 2024 08:39
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Jennifer Kelly commented, July 10, 2023 05:00
Official comment
Yes suggest you use the Customer Card List report. This will allow you to report, filter and sort by each customer's First and Last transaction date with you. See: Customer Card List - Who needs...
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Jennifer Kelly created an article, December 07, 2022 16:31
BI4Cloud WorkBooks - Staged Release
1. Dashboards
2. WorkBooks (New Staged Release)
We are excited to announce we have commenced the staged release of the new BI4Cloud WorkBooks functionality. New Workbooks Login Once we migrate you to Workbooks you will continue to have access to...
- Edited January 03, 2024 01:25
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Jennifer Kelly created an article, December 01, 2022 00:29
Workbooks - Known Issues
1. Technical FAQ
2. Workbooks FAQs
1. Logout Option in User Information Panel Please do not use the logout button as it currently not fully integrated. Using this option will not allow you to log back into the workbooks until you ...
- Edited October 04, 2023 21:49
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Jennifer Kelly commented, November 03, 2022 04:40
Official comment
Hi Eddie, We have now added the Invoice/Order Comment field from MYOB into our Sales-Orders-Quotes report. The Comments field will appear in the Invoice Detail dimension (when you Analyse by Invoi...
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- Edited November 03, 2022 04:40
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Jennifer Kelly commented, July 18, 2022 05:07
Official comment
This is a good question as we start to emerge from Covid-19. Some businesses may have seen a surge in sales while others lost business or lost customers, so it is time to focus on what the future m...
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- Edited July 18, 2022 22:51
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Jennifer Kelly created a post, July 18, 2022 04:18
Answered

How do I create a sales report by customer by item for the last 3 years?
1. Community
2. Help creating new BI4Cloud reports
A client has asked is it possible to do a sales report by customer by item for the last 3 years? I can only see this comparing it against 2 years.
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