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Small and medium business | Business Central, N...
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KPI reports for documents to register on microsoft dynamics business central

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Report to measure the performance of finance team, we are looking for KPI report which provide us no. of invoices and orders received during a period, time taken to action on the same without error.
 
Report to measure the performance of operations team, we are also looing for transactions which kept on hold temperory and how much time it kept on hold for.
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    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    KPI reports for documents to register on microsoft dynamics business central
    Hi, hope the following helps.
    Set Up and Publish KPI Web Services Based on Financial Reports
     
    Thanks.
    ZHU
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    Valentin Castravet Profile Picture
    Valentin Castravet 24,822 Super User 2024 Season 2 on at
    KPI reports for documents to register on microsoft dynamics business central
    Can you expand on 'time taken to action on the same without error'? Do you mean the time it takes for a sales order to be posted?
     
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    gdrenteria Profile Picture
    gdrenteria 12,183 Most Valuable Professional on at
    KPI reports for documents to register on microsoft dynamics business central
    Hi
    You could rely on the analysis view to analyze this information, then you can record this view and share it. Let's wait for the comments of other colleagues, and their points of view.
    BR
    GR

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