A search is needed to list all customer AR balances as of the end of the previous quarter.
Which search type and criteria should be used when creating thi
... [Show More] s search?
A. Customer Search joined to Paid Transactions for selecting transactions prior to Quarter End date, summarized by customer
B. Transaction Search selecting transactions dated prior to Quarter End and posted to the AR Account, summarized by customer
C. Transaction Search selecting transactions dated prior to Quarter End and of type Invoices, Credit Memos, and Payments, summarized by customer
D. Customer Search where Balances are greater than 0 joined to Applied To Transactions for selecting paid transactions prior to Quarter End date, summarized by customer
B
Which two result display options in a Search will allow an Administrator to find the largest Sale Order ($) for each Sales Rep?
A. Field: Amount, Function: Sum
B. Field: Amount, Summary Type: Maximum
C. Field: Sale Rep, Summary Type: Group
D. Field: Customer, Summary Type: Group
B & C
Which search is needed to identify customers that are located in California in the area code of 415 or customers located in New York City, New York.
A. State/Province = California, New York, AND, Phone = starts with 415
B. (State/Province= California, AND, Phone = starts with 415) OR (State/Province = New York, AND, City =
starts with New York)
C. (State/Province= California, AND, Phone = starts with 415) AND (State/Province = New York, AND, City =
starts with New York)
D. (State/Province= California), AND, (Phone = starts with 415) OR (State/Province = New York, OR, City = starts
with New York)
B
What information does Analytics Audit Trail Search Type generate? Choose 2.
A. When a search or report was last viewed and who viewed it.
B. The IP address and login of the last person who ran a search or report.
C. When was a report or search last run and how many times it has been executed.
D. Changes or deletions made on Saved Search, Saved Report, and Report Schedule.
C & D
Where does a Pricing Search source its information?
A. Item Pricing on the Item record
B. Group Pricing tab from Item Records
C. Price Levels set on Customer Records
D. Item Pricing tab from Customer records
A
Each Sales Rep needs a list of their own New Sales Orders for the month-to-date. The Sales Rep Manager will also want to receive the report with the same data the Sales Rep receives.
What is the best way to create and automate this list?
A. Create a custom Report from the Sales Rep Detail report. Grant access to the report to all the Sales Reps and Managers.
B. Create a search for Last Weeks Orders by Sales Rep with criteria Sales Rep is "-mine-". Send the search link to each member of the team to run as needed.
C. Create a search for Sales by Sales Rep and schedule it to run prior to the meeting. Using email notification send the results to the Sales Rep and Manager recipients.
D. Create a custom Report from the Sales Rep Detail Report and schedule the report to run prior to the meeting. On the schedule, make the recipients the Sales Reps and Managers to email the report.
C
How can an Administrator notify the Order Processing Group when a new Sales Order is entered?
A. A Report of new Sales Orders scheduled and sent to the Individual members of the Order Processing Team every hour.
B. A Search of new Sales Orders scheduled and sent to the Individual members of the Order Processing Team every hour.
C. A search of Sales Orders with email notification on new records which triggers an Alert to send the search data to the Order Processing Group.
D. A Report of Sales Orders with email notification on new records which triggers an Alert to send the search data to the Order Processing Group.
C
How can an Administrator customize a standard report displaying only the Service Department expenses, grouped by Month?
A. Set the Column footer field to Department, and set the Date range to This Month.
B. Set the Column footer field to Month, and customize the report to Filter by only the Services department.
C. Set the Column footer field to Month, and customize the report to include the Department column and
move it all the way to the left.
D. Set the Column footer field to Department, and customize the report to include the Month field and move it
all the way to the left, and select the Group With checkbox.
B
A custom report for the CFO was created, but the CFO cannot view the report.
A. User controls
B. Audience controls
C. Drill Down Report controls
D. Show on Reports page controls
B
Which three report builder features will help create custom reports for the Purchasing Manager that shows purchases by vendor, comparing this year to last year, and the percent difference?
A. Formula Field
B. Alternate Date Range
C. Add % of Total Column
D. Alternate Date Range Type
A, B, D
Identify the simplest approach to provide a specific employee temporary dashboard publishing capability?
A. Modify the Center role to include the Publish Dashboard permission.
B. Add the Publish Dashboards permission to employee's Global Permissions.
C. Enable the Global Dashboard Permissions feature.
D. Create a Custom Role with the Publish Dashboard permission.
B
Match the dashboard elements to their use case.
A. ___ A Professional Services Manager requires a list of standard Project Metrics.
B. ___ An Account Manager requires a visual comparison of Open Invoices with date range options.
C. ___ A Sales Manager requires a visual representation to view the existing Actuals Vs Forecast.
D. ___ A Support Manager needs a comparison of the New Cases and Escalated across multiple date ranges
1. Key Performance Indicators
2. KPI Meter
3. Reports Snapshot
4. KPI Scorecard
1, 3, 2, 4
Which two types of forms can be selected under the "Linked Forms" tab when editing the standard Purchase Order form?
A. Vendor Bill
B. Sales Order
C. Item Receipt
D. Vendor Credit
A & C
How can an Administrator set the field order of a new custom field located in the Main tab of a custom Customer form?
A. Edit the field order on the Lists tab of the custom form
B. Edit the field order on the Fields tab of the custom form
C. Edit the "Insert Before Field" value on the Display tab of the custom field setup screen
D. Adjust the field order by editing the custom field > select the "Apply to Forms" button and modify the Field
Order column
B [Show Less]
