Jennifer Kelly

Total activity 230
Last activity July 10, 2023 05:00
Member since August 12, 2014 05:13

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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
Announcing New Staged Release of BI4Cloud WorkBooks
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 Initially only users who were on the Workbooks Beta Program have bee...
- Edited July 19, 2023 22:07
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Jennifer Kelly created an article, December 01, 2022 00:29
Workbooks Beta- Known Issues
1. Technical FAQ
2. Workbooks (Beta Release)
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 January 19, 2023 22:47
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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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Jennifer Kelly commented, July 10, 2022 00:51
Official comment
Hi Brooke, great question. Our default Analyse Sales II reports all show Qty sold, Total Sales $ (which is the actual net invoiced amount) etc but we also capture the following columns/dimensions: ...
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- Edited July 10, 2022 00:52
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Jennifer Kelly created an article, July 08, 2022 00:26
QuickBooks Desktop Features missing from QuickBooks Online - BI4Cloud Filling the Gap
1. Works With
2. QuickBooks Online
Are you moving from QuickBooks Desktop to QuickBooks Online and find some reporting functionality you rely on is now missing? BI4Cloud Business Intelligence is a 3rd Party App on the QuickBooks App...
- Edited July 08, 2022 02:29
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Jennifer Kelly created an article, June 26, 2022 22:40
Inventory Slow Movers
1. Become an Expert
2. Inventory
Quickly identify Inventory that is not selling One of the best ways to identify slow moving and dead stock is to focus on items that have not sold for a while. This Article covers the following: R...
- Edited July 12, 2022 23:41
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Jennifer Kelly commented, May 10, 2022 05:12
Official comment
Yes suggest you run the Customer Card List report. This runs over your whole Customer Card master-file and allows you to filter to focus on a select group of customers and generate a list that can ...
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- Edited May 10, 2022 07:46
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