Saved Views, Saved Widgets, and Visibility Use Saved Views and Saved Widgets to preserve report setups you use often. Instead of rebuilding the same filters, date ranges, and layout each time, you can save the configuration […]
Transaction Drilldown Details Use Transaction Drilldown to review the source rows behind a report total. Drilldowns help explain where a number came from by showing the transaction-level detail that makes up a summary […]
How to Export LOS Data This article shows how to download LOS data and the transaction ledger for audit or local analysis. You can export the same LOS view you see on screen (summary grid) […]