Good morning Community!
We are stuck with a problem in reporting. We produce a report in Management Reporter that gives us:
- Company (Our Legal Entity)
- Customer by LE
- Revenue and Cost of Goods Sold by Customer
- The resulting gross margin in dollars and % per customer.
The problem is MR will not update automatically with new customers and this causes a big hassle so we're wondering if we can pull sales FROM THE GENERAL LEDGER (not the sales and marketing dashboard) and Cost of Goods Sold in PowerBI.
Anyone ever tried this or know how to pull in new customers automatically to Management Reporter?
Thanks and have a great day,
Bill Gamble
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William Gamble
Augeo Affinity Marketing
St. Paul MN
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