Posts Tagged ‘popdock’

The Pick Popdock Papers, Part II: Choosing a Purpose Built Tool

“You should always pick the right tool for what you’re doing” seems like a really trite way to open this post. But I just did. Hopefully it brings you in anyway. One of the biggest problems I have in picking tools is identifying exactly what it is I’m trying to do. For example, it isn’t…

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Understanding Popdock Security And Sharing A Favorite List With Your Team

With having sensitive data accessible to members of your team, you may want to consider using the built-in feature of Popdock security.  Popdock’s security would allow you to distribute permissions based on users and teams.  In this article, I will go over where to go to set up security settings for a team and the…

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The Pick Popdock Papers, Part I: Choosing a Reporting Platform Isn’t Easy

There are a lot of reporting tools on the market today.  A lot. And choosing a reporting platform isn’t easy! So many of the tools on the market today purport that they are “the only reporting tool you’ll ever need!” However, I personally think that that claim is really small-minded. It’s true that most of…

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Popdock’s RESTful API Tool

Today, many software companies are allowing access to their data through an API and many 3rd party applications are using this to their advantage.  Most of the time you must understand their documentation and a programming language to make real use of the access they allow to their API. With Popdock’s REST Service, you can…

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Grouping Lists in Popdock

Grouping serves as a convenient means of summarizing or analyzing the data. You can do this simply by grouping lists in Popdock. This blog will show you the steps for how to add grouping to a list: 1.When viewing your list, just above the row of column headers you will see the row to drag…

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Displaying SmartLists with Popdock

Not only does Popdock allow users to display data from out of the box Dynamics GP SmartLists, any custom lists created in SmartList Builder, with a couple of exceptions, can be displayed in Popdock as well. (The exceptions are: (1) Payroll and Human Resources SmartLists, including those created using SmartList Builder, which can be added…

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Popdock: Moving Beyond Basic Calculated Fields

If Your Reporting Software Can Do This Then It’s Awesome Else Get A Popdock Subscription   Data manipulation is a very important tool when dealing with your data and how you want to see it.  In some cases going beyond the normal calculations can help you gather important data that you actually want to see. …

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7 Salesforce Hacks for First Time Popdock Users

Are you a Salesforce user, just diving into Popdock and wondering how to leverage it as a key solution for your team moving forward? We want to give you some help – through 7 Salesforce hacks you can use right away. Check it out: Have questions or want to know more? Shoot me an email…

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