Video Tutorials Create Powerful Financials In Minutes Workspaces Intro to workspaces Adding A Company QB DESKTOP CONNECTOR Adding A Client Portal Changing your book month Consolidations Eliminations Currency Conversion Company Settings Dashboards Intro to dashboards Publishing A Dashboard Dashboard Templates Budgets/Forcasting Setting Up a budget/forecast Budget with Excel Statements/Metrics Intro to statements Intro To metrics how to build a metric Exporting Metric/Statement to Excel Editing Rows Editing Columns Waterfall Metrics Special Metrics Actual vs. Budget Column Type Filter by Class/Department Display Options Row Change Display Options Date Dropdown Display Options Class Filters Conditional Formatting Export Metric to Excel Additional Settings Statements Additional Chart Settings Additional Table Settings Statement Templates Metric Templates Reports Building a Report Report builder elements Report Page Settings Live Text Live Text Sentences Conditional Formatting Live Text Table Of Contents Scratch Pad Editing Text Report Templates Report Theme Color Report Page Settings Client Portal Setting up a client portal Other Data Sources Data Sheets Google sheets integration Google Non-Date Columns Quickbooks Desktop Still have questions? book a demo In order to help you the best, tell us what kind of business would describe you? BusinessAdvisor
