Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.
Reckon Insights - Data Feed to Excel/Uploading CSV files
A lot of leads have been asking about this. All of them use Excel and if they can upload a CSV file they may not even need to have data source to do consolidated reporting. They can start using Insights a lot sooner.
Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...
