https://www.guideline-erp.com/blog daily 0.75 2020-09-28 https://www.guideline-erp.com/blog/blog-post-two-w7w9h monthly 0.5 2020-05-03 https://www.guideline-erp.com/blog/blog-post-one-dx3pz monthly 0.5 2020-05-03 https://www.guideline-erp.com/blog/financialforce-one-administrators-toolkit monthly 0.5 2020-05-28 https://www.guideline-erp.com/blog/concur-invoice-a-wish-list monthly 0.5 2020-05-28 https://www.guideline-erp.com/blog/financialforce-jira-lessons-learned monthly 0.5 2020-05-28 https://www.guideline-erp.com/blog/customing-dashboards-for-the-user monthly 0.5 2020-09-28 https://static1.squarespace.com/static/5e3f7561769779685ac27dbb/t/5f722d92671b2e76ffdd55ba/1601318302410/utilization-chart.png Knowledge - Customized Dashboards for the User in Financial Force - Using Lightning, I’d probably put a nifty chart at the top… Note that you’ll want to build a full Lightning Dashboard page for this. That step has been omitted here for brevity. https://static1.squarespace.com/static/5e3f7561769779685ac27dbb/t/5f72315bc41c1e05763d7a8a/1601319271255/filters-revised.png Knowledge - Customized Dashboards for the User in Financial Force - In the report criteria, you want ‘Current User is Manager’ to be true. https://static1.squarespace.com/static/5e3f7561769779685ac27dbb/t/5f722d15c5be935317ca972b/1601318235075/report-filters.png Knowledge - Customized Dashboards for the User in Financial Force - The easy part of this exercise is the report itself. For something like this, I’d probably leverage Utilization Details filtered down to Time Period Type of ‘Month’. https://www.guideline-erp.com/home daily 1.0 2020-10-17 https://www.guideline-erp.com/areas-of-practice daily 0.75 2020-03-08 https://www.guideline-erp.com/about daily 0.75 2020-05-19 https://www.guideline-erp.com/the-team daily 0.75 2020-05-03 https://static1.squarespace.com/static/5e3f7561769779685ac27dbb/t/5e46203bba064718d71db4ef/1581654094225/prof-headshot.jpg About - Rich Tolocka Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://www.guideline-erp.com/contact-us daily 0.75 2020-05-19