Jennifer Kelly

1. Community
2. Help creating new BI4Cloud reports
3. How do a hide a column I don't require

You are able to hide, move, delete, rename or add fields to any report in BI4cloud Workbooks.  See this link for detailed help Change Fields - Hide and Show Columns

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• Created September 22, 2025 05:48
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1. Community
2. New Feature Requests
3. Add Budget GP% to BI4 Job Budget Analysis report

VINOD SHARMA With the new Workbooks version of BI4Cloud you can now add your own calculations using Expressions when in Edit Mode. See the new column I have added and called Budget Margin %.  See ...

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• Edited June 30, 2025 04:53
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1. Community
2. New Feature Requests
3. Creation of Supplier Card List Report

A Supplier Card list report is now available in Workbooks. The Supplier report tab includes full address and contact details, Tax number (ABN), total purchase value and days since you last traded w...

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• Created June 30, 2025 03:20
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1. Community
2. Help creating new BI4Cloud reports
3. Customer first sales transaction

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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• Created July 10, 2023 05:00
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1. Community
2. New Feature Requests
3. Can you add the Comment field to the Sales-Orders-Quotes report?

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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2. Help creating new BI4Cloud reports
3. How do I create a sales report by customer by item for the last 3 years?

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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2. Help creating new BI4Cloud reports
3. Customer Discounts Report

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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2. Help creating new BI4Cloud reports
3. Can I create a report of new customers since a specific date?

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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2. Help creating new BI4Cloud reports
3. Add Customer PO and Terms to Aged Receivables?

It sounds like having additional information will help you to chase your outstanding receivables? Customer POThe Customer PO field from MYOB sales invoices appears in the Aged Receivables report un...

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• Edited February 22, 2022 05:28
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1. Community
2. New Feature Requests
3. Add Budget GP% to BI4 Job Budget Analysis report

Hi VINOD SHARMA, I can see how it would be helpful for you to have a column that calculates the GP% based on your budget numbers to then compare to the actual % you achieve by Job. I have attached ...

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• Edited June 30, 2025 04:53
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