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Status Completed
Workspace Data Platform
Categories Power BI Report
Created by Anastasia Goggins
Created on Jun 28, 2023

RELATED IDEAS

Create a report for rolling 13 months of processing dollars

ELT would like to run a report by root ID and see processing over the last 13 months, be able to see this for the entire company, and by center within the company. I was asked to provide a report for CDS and provided the data from TE Portfolio Monitoring which suffices for now, but down the road they'd like a 13 month report by month.

Summary of Request/Idea Create a report for rolling 13 months of processing dollars
Department of Request Account Management
Priority of Request 2 - Lower Priority
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    John Margheret
    Reply
    |     Jun 29, 2023

    Hi Anastasia, we are currently working on the corporate and center 15 month processing report that is in BAM. We are planning to get this completed in July. I believe this would solve exactly what you are looking for and give you an extra two months.