Custom Data Views (CDV) are reports that pull all related information within the database to present a particular “view” of the data. These reports can be modified by users to extract key performance indicators for their organization.
Type: Custom Data View Reports Included: No Description: List of Invoices, Sales, Estimates, and Credits with analysis information attached. This CDV is current limited to transactions for the last three (3) years. Drill Down: Yes, opens transaction (Tran Type) Columns and data for the Invoice/Sale/Credit/Estimate List Custom Data View are outlined below: Column Name