Articles tagged #KPI
Articles tagged
#KPI
Custom Role > Create KPI Scorecard > Unexpected Error
Scenario
When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows "Unexpected error has occurred" notice
Solution
- Log in as an Administrator
- Navigate toCustomization>Centers and Tabs>KPI Scorecard
- Affected Scorecard: ClickEdit
- ClickContent
- ClickCustom
Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3. - ClickSave
Add AR Aging Summary Report to Home Dashboard
The only way to add the AR aging summary report to Home Dashboard portlet is by way of creating a standard KPI - Receivables. The KPI provides a link to the report. When you click on Today in the KPI, the AR aging summary report opens. The report is not available as a snapshot.