Reports & Dashboards
Reports and Dashboards are a standard Salesforce feature and we have not duplicated their knowledge base or Trailhead. But here are some specifics that relate to Aedon.
Report Types
In Aedon virtually all the financial reports are done using the Ledger Entry Report Type
Bottom-Up Report Types
Page Component Graphs for Bottom-Up Reporting are done using the following Report Types:
- Ledger Entries
- Ledger Entries with Account
- Ledger Entries with Product
- Ledger Entries with Bank Account
- Ledger Entries with Analysis Codes 1-10
Standard Reports and Dashboards
Aedon provides the following standard Dashboards and supporting Reports:
- Management Information
- Sales And Profitability
- Sales Ledger
- Purchase Ledger
- Banking Summary
Comparisons with Budget
Comparisons with any of the Budget Layers are achieved by comparing Layers typically Actual and a Budget Layer.
For further information please refer to Salesforce’s Help Article on Reports and Dashboards
