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Add invoice amount to Invoice Insight
Add total invoice amount to Insight - Invoices. Aged Invoice and Payables Forecast are only good until the checks written. But would really like to see vendor and invoices amounts in a pivot table.0 Needs review
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Cumulative balance metric for Insight Designer
Currently only activity for a period can be used, but it would be useful to be able to track the balance of a balance sheet account over time, or to show cumulative movements of a PnL account over time.0 No Status
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Budget in Dashboard Control Panel
When I am viewing a dashboard and go into the chart to view the details, I can see the budget by GL account, but when I try to view the data by project code, the budget does not come up.0 No Status
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Cash Receipts Account Distribution Report
This report was in the FE Database View prior to the GO Live Migration. It was used to look at Cash Receipts and Fund Transfer Accounts Unposted Transaction. Also, I compared this report to the unposted batch validation. Is there method to recreat...1 No Status
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Email sent from BB for Expiration & Notification of Access and changes to Dashboards
All users that have access to Dashboards recieve notification by email of expiration of access.0 No Status
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Vendor History Report
Use Dashboard Builder to create a Vendor History Report with the ability to select attributes. I can't believe others have not requested this.0 No Status
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Insight Customization Options
The insight tables really need work. They are too limited. In my mind, the insight tables need to act like a SQL data tables with a drag and drop function. I'm not asking for overly complicated functions like "cases whens" or "data translations", ...0 No Status
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Add the vendor name to custom insight when creating a dashboard
I would like to add the vendor name next to the associated transaction amount as a reference for the dashboard user. Once "transaction amount" is added as a metric, the vendor name is removed from a possible selection. If I remove "transaction amo...1 No Status
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Email custom Dashboards
Email custom dashboards. All we can do currently is export0 No Status
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Make the "click on funding source to get debit and credit details" functional in the "Grants/funding sources with balances" Dashboard.
This dashboard is awesome for seeing the balance and summary activity by funding source. If something looks unusual, being able to go into the detail of what makes up those summary balances would be so much more efficient than having to run a sepa...0 No Status