Brian Petersen
- Total activity 363
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 192
Articles
Recent activity by Brian Petersen-
Overview of Data Model Extensions
Overview Data Model Extensions act as the foundation for all the data structures that business users utilize to build reports in Cosmos. An extension can consist of tables and fields from data sour...
-
Unsupported Business Central Field Types
Overview Cosmos supports most of the Business Central data types, however there are some that are currently unsupported. This article outlines which data types are currently unsupported by Cosmos a...
-
Training Video: Importing Reports from the Cosmos Gallery (3 Minutes)
OverviewThis training video covers how to import and run reports from the Cosmos Gallery to provide customers with a quick and easy way to get started by using the pre-built reports from Cosmos. Vi...
-
Training Video: How to Run a Report and Set Report Options (4 Minutes)
Overview This training video for Report Viewers covers how to run reports, set report options (filters), open reports after they have completed, and how to see the Report History to open reports th...
-
Quick Start Video: Cosmos Overview (11 Minutes)
OverviewThis training video provides a high-level overview of the Cosmos platform and what each of the Cosmos components does. Video
-
How to Run Reports in the Cosmos Portal
OverviewOnce reports have been created from a blank Excel workbook or imported from the Cosmos Gallery, Report Editors and Report Viewers can run them directly from the Cosmos Portal. When running ...
-
How to Install the Cosmos Business Central Extension
OverviewTo use Cosmos with Microsoft Dynamics 365 Business Central there is an extension available from AppSource that must be installed and configured. This extension enables Cosmos to extract dat...
-
Overview of User Roles
Overview User Roles within the Cosmos Portal give Administrators a way to control which users have access to which functionality within the Cosmos product suite. This article discusses the diffe...
-
Introduction to the Task Pane
Overview The Task Pane is the core authoring tool used to create and modify Cosmos reports. It is an Excel add-in that makes it quick and easy to create reports in Excel Online. This article walks...
-
How to Edit a Report Schedule
OverviewCosmos enables users to schedule reports that will run and distribute to people automatically. As needs change, these existing schedules may need to be updated. This article covers how to u...