• Highlighting data in dashboard table widgets • Pivot table widgets in dashboards •
In Acumatica Cloud ERP the functionality and features of generic inquiries and dashboards are continually improved, modified and enhanced through ongoing software updates and enhancements.
In this post of ‘Reports Corner’ our reporting expert, Sue MacKeown, shows the latest updates from release 2019 R2:
1. Highlighting rows and columns in dashboard widgets
The highlighting of generic inquiries was introduced in the previous release (2019 R1). This feature has now been incorporated in dashboard widgets as seen below;
All highlighted rows or columns, as a result of the set conditions in a generic inquiry, will be displayed in the data table of the dashboard widget.
2. Pivot tables as widgets on dashboards
Any pivot table can be displayed as a widget on the dashboard, which allows for additional options in displaying data. In this example, the pivot table widget shows the Ending Balance for each account by financial period.
The dashboard designer, while creating the widget, can use the filter features within the widget to further filter data, thereby allowing only relevant information to be displayed in the pivot table on the dashboard.
The goal of these updates and enhancements is to provide increasingly efficient and flexible ways in which information can be accessed and presented, all of which are applicable to individual businesses, functions and roles. If there is something you would like to see as a new feature in Acumatica please contact me and we will be sure to put your feature request forward.
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