Solution:
To set Comparative Sales Snapshotsto display by periods, perform the following:
· Navigate to Reports > New Report
· Set Metric= Transactions
· Click More Customization
· Under the EditColumns tab:
· Add Namefrom the Transactions folder > Accounting Period subfolder
· Move the same field to the left-most column andmark Group box
· Under the Filters tab:
· Add filter for AccountName (GL-style)
· Click Select Multiple button
· Select the appropriate Sales accounts
· Under the Sorting tab
· Remove all fields
· Add Start Datefrom the Transactions folder >Accounting Period subfolder
· Rename the report
· Click the Save and Create Snapshot button
· Enter a portlet title
· Mark Narrowand Wide Portlets checkboxes as True
· Set the following in the Graph tab:
· Xaxis = Accounting Period: Name
· YAxis = Amount
· Click the Savebutton
· Navigate to Home > Dashboard
· Click PersonalizeDashboard
· Open the Report Snapshots folder > Custom subfolderin the Add Content portlet
· Select the snapshot created
· Drag the snapshot to the wide portlet
· Click Setup
· Set:
· DisplayType = Graph
· HowMany = Top 50
· Click Save.
Notes: In order to compare data fromdifferent periods, repeat the above steps to create a separate snapshot forother periods.
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