It is recommended to open each link in a new tab/window.
At the end of each section, there is a test.
Sales and marketing
- Team are expected to know all the information on the product website www.profitdiagnostix.com and complete the test at XXXXXXXIntroduction and Important information to allow sales team to promote Profitdiagnostix
sales and marketing test
Basics
- Logging in/ logging out
- Forgot password
- Creating a branch
- Changing account name/ details
- Invite users
- Adding reports to favourites
Basics test
Setup wizard
- Changing date formatChanging currency formatChanging percent format
- /wiki/spaces/SI/pages/54825336
- Creating staff groups/ Setting up staff aliases
- Mapping general ledger
- Setting Owner Wages (Manual Data Points)
- Mapping products
- Populating conversion items
- Setting targets (Target report)
...
Datasource
- What is a datasource Datasource - How to see if datasources are working
- How often is the data refreshed
- Healthcheck give access
- EzyVet
- MYOB Accountright
- Reckon/ QuickBooks Desktop
- Reckon Hosted
- RxWorks
- Sage 50 Accounts Desktop
- Xero
Datasource test
Reports
- What is a reportare the report types
- Transaction report
- Target transaction report
- Date/Time report
- By product report
- By user report
- By customer report
- Dashboard report
- Html info component
Reports test
Row Typestypes
- What is a row
- Conversion Row
- Dashboard source row type
- Formula row type
- Invoice line row type
- Invoice row type
- KPI row type
- Profit and loss row type
- Data row type
Row types test
Variables
- What is a variable
- Date range variable
- Date variable
- List of “staff/groups” variable
- List of general ledger accounts variables
- List of primary “staff/groups”
- List of products variables
- List of staff name variables
- Numeric variables
- Value from reports variables
- Variable scope advanced usage and example
Variables test
Creating dashboards
- What is How to create a dashboard
- Scheduling reports
- Copying dashboard
- Add report to dashboard
- Delete report from dashboard
- Configure a report on a dashboard
- Resizing & moving report
- Changing chart types