Dashboards and Metrics In OpenAir
In this recorded webinar you will learn more about: Overview of dashboarding in OpenAir – tips and tricks Typical and recommended dashboards How to review your configuration to support dashboards…
Read MoreDashboarding Rows vs. Columns in OpenAir
Ever use trial and error to see how you can display your OpenAir report in Dashboard form? Here’s a tip that can help you get columns to display instead of…
Read MoreRedefining Fields by Filters in OpenAir
Last week’s tip talked about the powerful filtering capability within calculated fields that can help you define and redefine values for your OpenAir reporting needs. When you want to define…
Read MoreCustomizing Utilization Values in OpenAir Reports
Did you know you can use filters and constants in custom calculations for creating utilization metrics? A common report request is to have a utilization report displaying billable, non-billable, pre-sales…
Read MoreTracking Historical Field Values for OpenAir Reporting
You may find yourself wishing you could have certain fields or values tracked as changes over time. OpenAir’s audit trail capability is quite robust in tracking field value changes, but…
Read MoreTracking Budget Allotments by Sales or Team Members
Ever wonder if OpenAir can track deal booking credit for commission reporting or spread budget funds across the team for burn rate reporting with money? Over the past two weeks…
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