• Pulling Calculated Values from One Report or Data Model Into another for further calculations.

    I have 2 different reports one is a Statement of Financial Position while the other is an Income statement, how can I get calculated fields value from my Income Statement Into my Statement of Financial Position noting that the IS has it's Data Model just…
  • How to do a select distinct in Query tool

    I'm trying to create a new query so that my user can have a list of new prep lists on their landing page. using table STOPRELIS, I was able to create a query but there is a line per product, when I only want the prep list, pick ticket, and so number.…
  • Make A New Field

    How can I make a new field on the invoice? When an invoice is created I want to use this new field with drop down options that the team can use to tag invoices. So when reporting is done they can filter for a specific report.