Balance Sheet & Income Statement Dashboards
In the database view, there used to be a dashboard that displayed the balance sheet and income statement, which was incredibly helpful, especially for leadership who preferred not to run reports manually. Is there anything comparable available in the web view dashboards? I’m aware of the option to schedule and send reports, but I’m specifically looking for a real-time dashboard experience similar to what was available before.
Comments
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@LaQuanda Princethe dashboards in webview are not live , and always have a delay ( which can vary by day). If they want realtime, reports when run are your only real time option.
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Thank you @Kevin Brazell.
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@Kevin Brazell Does dashboard WebView plan to be able to report in real time or will there's always be a delay? If there will always be a delay, is there a way to push a refresh on the data in dashboard? Thanks!
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@Megan Smith
right now it's seemingly always going to have some delay & unfortunately you can't control when data is updated. It's automated on back end. If you need real time data, reports are the way to go.0 -
@Kevin Brazell Thank you for the clarity!
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