Knowledge Base Article

How to Create a "Sort" Check Box in our Dashboards (used in schedules or reports)

Attached is a Word doc that shows you how to set up a check box to sort a “combo box” dashboard object populated with a list of members. These members can be a list of entities, accounts, flows, UD1’s… We do have several examples already set up in the Tax Provisioning Blueprint app, however this doc will walk you through using a new dynamic BR that can be used by any dimension.

 

Updated 11 months ago
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