2.CR.1.3 Performance Center | Scribe

    2.CR.1.3 Performance Center

    • 0 step |
    • 3 minutes
    • QuickBooksQuickBooks
    • Fast & Easy QBOFast & Easy QBO
    Start in the QBO Advanced Sample company by following the link below. Note that you will need to do the "I am not a robot" step.\ \ <https://qbo.intuit.com/redir/testdrive_us_advanced>

    Creating the Report

    Click "+ Add new chart"
    You could create a report on a variety of metrics. In this scenario, Craig wants to compare the money his top customers brought in, so select Revenue.
    Click the "Revenue" tile.
    Click "Continue"

    Customizing the Report

    First, name the report so Craig knows what the report is before opening it. This will be important when more reports are added.
    In the Name field, type "Top Design Revenue"
    Craig wants to see numbers from the last 12 months, so adjust the time period.
    In the Time period dropdown, select "Last 12 months"
    Next, you'll want to decide what you are comparing. In this case, Craig wants to see each customer compared to the others. Use the "Group by" field to indicate that.
    In the Group by dropdown, select "Customers"
    Craig doesn't want to see *all* of these customers though. He only wants to compare some of them. So, you will add that information in the "Select from multiple" section.
    Click the "Select from multiple" field.
    In order to know which specific customers brought in the most revenue, you would normally run a report prior to setting up this chart. Doing so is outside the scope of this exercise. For the purpose of this exercise, just use Dylan Sollfrank, John Melton, and Weiskopf Consulting.
    Click "Dylan Sollfrank"
    Click in the "Select from multiple" field next to Dylan Sollfrank.
    Click "John Melton"
    Click in the "Select from multiple" field next to John Melton.
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