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Publishing AdHoc Dashboards to Anterra Menus
Making AdHoc Analysis Available to Viewers In Anterra's AdHoc (powered by Amazon QuickSight), only dashboards are available to viewers. Creation of a dashboard starts by creating analysis which uses one or more datasets to present information, then ...ABI Forecasting / Excel Export 2024 R2 Release
New Features and Improvements: Enhanced Excel Export Functionality Improved handling of Excel exports from persisted grids throughout the platform Increased performance for all users Larger exports now supported (up to 10 minutes of processing time) ...Project Type / Forecast Level Settings
Overview This article covers the new Project Type / Forecast Level Settings tool recently released in Anterra. To improve our users experience while forecasting, we moved the functionality of changing a job's forecast level from the Job Forecasting ...Acumatica To AnterraBI Synchronization Process and Timing
Introduction This article provides an overview of how your data is synchronized from Acumatica to the Anterra Platform. Most data is delivered from the source ERP within minutes after changes are made. That information is transformed and loaded into ...Customer Hub AR Collection E-Mail Configuration
Customer Hub AR Collection E-Mail Configuration Introduction Customer Hub is the name of Anterra’s accounts receivable (AR) collections interface which is designed to give your collectors the ability to efficiently see and act on outstanding balances ...
Popular Articles
Anterra Widget Dashboards
Overview of Widgets – Build Your Own Dashboards Widgets allow you to build your own dashboards from a selection of pre-built and self-built widgets (built-in Widget Builder). You can build as many dashboards as you like using any combination of ...Anterra Version v25.2 Release Notes
Anterra Version 25.2 Release Notes Updates to Anterra Pivot Grids These are general updates that apply to most of the grids through every module (Finance, Construction, and Service Management) Setting the Default Date for a Pivot Grid - KB Pivot ...Initial Install for Acumatica Customization Project
Install Customization Project Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download and install Anterra's latest Acumatica customization project using the steps below. How to import ...2023.05.25 Release Notes
- Fixed Bug in MTD/YTD/TTM % of Revenue ASB Column Template o Current TTM Actual column was blank o TTM% of Revenue was blank - ‘Print’ Icon removed from ASB o User can still print to PDF by using the Export icon and choosing Acrobat PDFUpdating the current Acumatica Customization Project
Update Customization Project Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download Anterra's latest Acumatica customization project below. Once downloaded, follow the directions below ...