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Inventory Value by Period GI / Dashboard Widget

  • July 2, 2024
  • 2 replies
  • 113 views

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Hello,

I’m trying to create a dashboard widget that shows end inventory balance by period as a line graph.  The Account by Period inquiry has the information I need when I filter to our inventory account, but when I try to add this inquiry to a widget it returns ‘No Data’.  Is there a way to easily copy this report into my own GI?

 

 

Best answer by nhatnghetinh

Hi @josborn 

Because Dashboard displays default data of Inquiry Screen selected in Widget. Then the default "Account by Period" screen when you open it has no data (you must select an account for the data to display).

 

To check this:
In the Widget > Inquiry Screen > Select "Account Summary" then the Dashboard will display data because when you open the "Account Summary" screen, the default data is already there.

 

 

 

 

Best Regards,

NNT

2 replies

nhatnghetinh
Captain II
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  • Captain II
  • Answer
  • July 3, 2024

Hi @josborn 

Because Dashboard displays default data of Inquiry Screen selected in Widget. Then the default "Account by Period" screen when you open it has no data (you must select an account for the data to display).

 

To check this:
In the Widget > Inquiry Screen > Select "Account Summary" then the Dashboard will display data because when you open the "Account Summary" screen, the default data is already there.

 

 

 

 

Best Regards,

NNT


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  • Author
  • Freshman I
  • July 3, 2024

This worked, thanks for the thorough response!