Packaged Reports and Dashboard

In our previous 2.19 release, we created some packaged dynamic dashboards.  In our 2.20 release, we have moved those to a separate package so that people running dynamic dashboards already in their org will not hit the org limits of 5 dashboards when installing core Asperato One.


  • Failed Collections

  • Failed/Successful Collections

  • Card Details expiring in the next 3 months

  • Failed Payments*

  • Failed/Successful Payments*

Note * these reports will only have data within them if Outbound Payments is being used within the organisation


NOTE:

If you have more than 5 dynamic dashboards in your organisation already, when you come to install the new extension package you will need to mark existing ones as static dashboards in order to install this.  


https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8d000000I52K