Practice Manager | KPI Dashboard- Build report for a custom period
KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD
WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO
Nadia van der Merwe
shared this idea
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Adam McMaster
commented
You should be able to select periods as well and look back at past financial years. It annoys me that one 1 July comes we've lost all the prior financial year data
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Judith Pimentel
commented
The KPI is very critical to our success and understanding in a snapshot what happens in a month, quarter and year to date.
Having the capability to customise the period would significantly assist in understanding our performance for a period. -
Ettiene Rossouw
commented
The KPI dashboard is critical in reviewing the performance of management. Without this dashboard (including functionality to pull different dates) it limits the use of it in accessing management at a later stage.