Reporting
Building Month Over Month Sales Reports with Popdock
If you have a business that has been impacted by the pandemic, whether it be negative or positive, we are sure you would like some insight on how your company is doing monthly from year to year. You can see how your company was impacted and track to see how things are gradually returning back…
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Scheduling Popdock Reports for Automated Exceptions and More!
We like to think of Popdock as a great interface to query any type of data in the cloud or on-premise. However, some of our customers have told us they don’t want to login to Popdock to see their information everyday. Were we offended? No! We created the capability to use Scheduled Jobs so you…
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SmartConnect Office Hours: Reporting in SmartConnect
Thanks for joining the SmartConnect Office Hours last Friday, October 18th, 2019. Here is a quick summary of what we covered:Our topic of the day was reporting on SmartConnect.We discussed error logs, using sample scripts, and how this can be implemented.Here is the link to the recording.Here is the link to the scripts used.If you’re…
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Targeting Your Audience Based On Contacts From Multiple Applications With Popdock
In a scenario where you would want to target a specific market of customers and you have multiple applications storing customer data, you can use Popdock’s custom merged list to gather all those contacts together into one list and then filter them for the targeted audience that you want. For example, if you use Hubspot…
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Managing Posting Dates Across Multiple Companies/Locations in D365 Business Central
Having allowed posting dates in D365 Business Central helps to prevent posting to a period after you have already posted all your adjustments and entries to it. In addition, you can prevent this from happening across multiple companies or locations. Within Business Central, you can limit your posting dates for a company/location by going to…
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Get Creative With Your Dynamics GP Data
Normally, the data returned from a connector doesn’t need any special handling. However, in certain cases you may have to get creative with your Dynamics GP data to get it showing how you would like to see it. In this article, I will show you three scenarios with Dynamics GP data that will help you…
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Understanding Popdock Security And Sharing A Favorite List With Your Team
With having sensitive data accessible to members of your team, you may want to consider using the built-in feature of Popdock security. Popdock’s security would allow you to distribute permissions based on users and teams. In this article, I will go over where to go to setup security settings for a team and user then…
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Reporting in Dynamics GP. What are my options?
Reporting from any ERP system can be a timely exercise. As experts in Microsoft Dynamics GP, we’ve created one of the most popular and easy-to-use reporting options for GP, SmartList Builder. It allows you to report on any data you enter in GP by building a new list. Not only have we created the tool…
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Reporting: Data Accuracy Impacts Report Quality – Part 2
As we recently learned, bad data can result in poor business decisions. There are key factors that contribute to bad data but also important steps you can take to ensure that you have the best quality data possible.Integrate your systemsThe top way to solve your issue with bad data is to integrate your systems. Gone…
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