For today, the PEAK Board system is open for all packages to try out for free until December 31, 2021. After that, it will be available exclusively for the Pro+ package.
PEAK Board helps business owners view performance data through a user-friendly, visually appealing, and accurate dashboard. It allows users to make informed business decisions based on the data provided. Additionally, it enables generating categorized reports based on different functional groups.
Step 1: Access the PEAK Board by clicking on the Application Center icon and selecting the PEAK Board icon, as shown in the image.
Step 2: Click on the "Custom Dashboard" tab.
Step 3: Click on "+Add Report" button to add a report. Enter the report number, report name, report form, and description.
There are two report formats available: Detail and Compare.
For the Detail report , you can select only one item or a group of items.
If you want to combine multiple "Category Items," you can select multiple items and enter the desired group name.
Here is an example of a Detail report that shows the movement of each time period.
The Compare report, allows you to select up to 10 compare items.
Here is an example of a Compare report that summarizes the income and expenses of each item for comparison.
Step 4: Once you have created the report, you can specify the desired data period.
If you need to add, remove, or modify the Category Items, click on the "Edit" button.
You can also refer to the instructions on how to create document groups and categorize items in the NEW PEAK here.
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