Data Entry Compliance Report

Dear Lisa, 

You can manage your data compliance scale using the [Data entry compliance] lookup for a corresponding section. This Academy article might help: https://academy.bpmonline.com/documents/sales-commerce/7-13/complete-da…

S.Kobizka,

Thanks.  I was aware of how to access the compliance scale.  I'm looking to edit the analytical report which is located under the Reports menu of the Accounts Dashboard Section.  I don't see the report under the Printables menu, so I was wondering where it is stored.

Thanks

Lisa

Lisa Clarke,

This particular report can be edited in our Report designer. 

You can download it and learn more in the following article: https://academy.bpmonline.com/documents/technic-sdk/7-13/report-designer

To edit the data entry compliance report in the Accounts section:



- Download and login to the report designer.

- Click Open on the top left-hand side (1).

- In the window that opens, select the "AccountDataCompletenessReport" (2) document.

- Once you are done editing the file, click Save (3).

Hope this helps!