11/30/2017 - 9:29 PM

Epicor Dashboards

Helpful tips and commands for Epicor Dashboards

Create a tracker view on your dashboard using the date field you want for the range. Check Honor Prompts and then use greater than or equal to for that field. After you create the tracker field, right click and select customize tracker view. From the toolbox menu, select date/time combo box and add it to your tracker view next to your date range. In the customization properties, select the field and then for is tracker query control select = True. It will then open up the fields you want to use. Select the date field you originally used in your tracker. Under honor dashboard prompts select True and then set your compare to less than or equal to.

Close out of customization view and on your tracker your will have a date range