Add Custom BI Dashboards

Prerequisites

Financial API V1 Financial API V2 Financial API V3
Overview Overview By Transaction Type V2 Overview By Transaction Type V3
Overview Detailed Overview By Transaction Type V2 Overview By Transaction Type V3
Overview Detailed Simple Overview By Transaction Type V2 Overview By Transaction Type V3
Overview Historical Overview Historical (Same as V1) Overview Historical (Same as V1)
Cost Overview By Transaction Type V2 Overview By Transaction Type V3
Cost by Resource Type Overview By Resource Type V2 Overview By Resource Type V3
Vendor Cost Details Vendor Cost Details V2 Vendor Cost Details (Same as V2)
Vendor Cost Summary Vendor Cost Summary V2 Vendor Cost Summary (Same as V2)
Revenue Overview By Transaction Type V2 Overview By Transaction Type V3
Retainage (Prime and Sub Invoices) Retainage (Prime and Sub Invoices) V2 Retainage (Prime and Sub Invoices) (Same as V2)
Work-In-Progress (WIP) Work-In-Progress (WIP) V2 Work-In-Progress (WIP) (Same as V2)
Labor and Equipment Hours Overview By Transaction Type V2 Overview By Transaction Type V3
Labor and Equipment Hours Historical Labor and Equipment Hours Historical (Same as V1) Labor and Equipment Hours Historical (Same as V1)
Contract Specific - Cost Plus Contract Specific - Cost Plus V2 Contract Specific - Cost Plus (Same as V2)
Contract Specific - Unit Price Contract Specific - Unit Price V2 Contract Specific - Unit Price (Same as V2)
Change Order Change Order V2 Change Order Same as V2)
N/A N/A Overview By Transaction History

Add a Custom Dashboard - Step by Step Guide