A short demo video (YouTube) showing how to navigate DataSelf Lite standard reports: opening views via tabs, viewing sales by customer and period, changing periods, filtering customers by name/ID, using drill down/up icons, opening Acumatica pages from underscored items, sorting columns, excluding entries, undoing actions, changing measures, and reverting queries.
Click a tab to open a view. This report shows by customer, sales with totals, by period and by customer. Let's change the periods. And filter for customers with certain characters in their name or id. Putting the mouse over a header will show its Drill down or Drill up icons. Click an underscored item to open its acumatica page. To sort, hover the mouse over a header and click the Sort icon, Excluding an entry. Undo. Let's change the measures. And revert to the original query. Thanks for watching.
