A.3.3 Create a Custom Performance Center Report | Scribe

    A.3.3 Create a Custom Performance Center Report

    • 28 steps
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    This exercise must be completed in the QBO Advanced test drive.
    1
    Click "<https://qbo.intuit.com/redir/testdrive_us_advanced>". *Note: You may be asked if you are a robot. Click on the button to indicate you aren't, then click "Continue". The Advanced Sample company will appear after you do.*
    2
    From the left navigation bar, hover over Reports, then select "Performance center".
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    Click in the "Industry comparison" field and type "Landscaping".
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    Click "Landscaping services".
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    Click "Save".
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    Alert! If you receive an error message, you'll have to update Account & settings.
    6
    Click "Set location".
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    Click the pencil icon to edit "Company type".
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    Click in the "Industry" field and type "Landscaping".
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    Click "Landscaping services".
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    Click "Save".
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    Click "Done".
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    Click "+ Add new chart".
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    The first thing you are selecting is the type of metric you want to display. Craig wants to look at sales, so you'll select Revenue.
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    Click "Revenue".
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    Click "Continue".
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    In the Name field, type "Top Design Revenue".
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    In the Time period field, select "Last 12 months".
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    The "Group by" section is the items you are comparing. In this scenario, Craig is comparing his top three **customers**. In other situations, you may want to group by/compare Employees, Items, Income, Customers, or, if they have been setup, Locations.