Trados Business Manager (TBM) has reached end of life. Following the discontinuation of TBM sales on 31 October 2023, all maintenance and support services will conclude on 31 October 2024.
What Does This Mean for TBM Users?
Is there a setting somewhere to get the software to calculate top customers, volumes etc. on the customer dashboard by payment date rather than invoice date? Since I do taxes based on when the jobs are paid, it would be helpful to be able to get the totals by payment date rather than invoice/work date.
Thanks!
Hi Casey,
I've actually shown everything on that 2 screenshots. Create quickreport, select Invoices as data source, on the toolbar click on any widget (Chart in the example above), then you will see a picture like on first screenshot. Then drag and drop fields from left tree to corresponding cells in the chart configuration panel. That's all 
General section of docs about this is here:
Hi Casey,
I've actually shown everything on that 2 screenshots. Create quickreport, select Invoices as data source, on the toolbar click on any widget (Chart in the example above), then you will see a picture like on first screenshot. Then drag and drop fields from left tree to corresponding cells in the chart configuration panel. That's all
General section of docs about this is here:
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