Reports and Dashboards

ERP Cloud

You can use Billing Central with Salesforce Reports and Dashboards.

Reports

Clicking the Reports tab displays the reports home page. The Reports tab is part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some custom reports already.

The default Billing Central reports are located in the BC Reports folder.

If you want to edit one of the default Billing Central reports, we recommend that you save a copy of the default report and edit the copy so that you retain the original version to refer back to if necessary.

See the "Reports" section of the Salesforce Help for more information.

Dashboards

Clicking the Dashboards tab displays the dashboards home page. The Dashboards tab is part of the underlying Salesforce platform. If you are an existing Salesforce user, you may have some custom dashboards already.

See the "Dashboards" section of the Salesforce Help for more information.