Questions and CORRECT Answers
A search is needed to list all customer AR balances as of the end of the previous quarter.
Which search type and criteria should be used when creating this search?
A. Customer Search joined to Paid Transactions for selecting transactions prior to Quarter End
date, summarized by customer
B. Transaction Search selecting transactions dated prior to Quarter End and posted to the AR
Account, summarized by customer
C. Transaction Search selecting transactions dated prior to Quarter End and of type Invoices,
Credit Memos, and Payments, summarized by customer
D. Customer Search where Balances are greater than 0 joined to Applied To Transactions for
selecting paid transactions prior to Quarter End date, summarized by customer - CORRECT
ANSWER - B
Which two result display options in a Search will allow an Administrator to find the largest Sale
Order ($) for each Sales Rep?
A. Field: Amount, Function: Sum
B. Field: Amount, Summary Type: Maximum
C. Field: Sale Rep, Summary Type: Group
D. Field: Customer, Summary Type: Group - CORRECT ANSWER -B&C
Which search is needed to identify customers that are located in California in the area code of
415 or customers located in New York City, New York.
A. State/Province = California, New York, AND, Phone = starts with 415
B. (State/Province= California, AND, Phone = starts with 415) OR (State/Province = New York,
AND, City =
starts with New York)
,C. (State/Province= California, AND, Phone = starts with 415) AND (State/Province = New
York, AND, City =
starts with New York)
D. (State/Province= California), AND, (Phone = starts with 415) OR (State/Province = New
York, OR, City = starts
with New York) - CORRECT ANSWER -B
What information does Analytics Audit Trail Search Type generate? Choose 2.
A. When a search or report was last viewed and who viewed it.
B. The IP address and login of the last person who ran a search or report.
C. When was a report or search last run and how many times it has been executed.
D. Changes or deletions made on Saved Search, Saved Report, and Report Schedule. -
CORRECT ANSWER - C & D
Where does a Pricing Search source its information?
A. Item Pricing on the Item record
B. Group Pricing tab from Item Records
C. Price Levels set on Customer Records
D. Item Pricing tab from Customer records - CORRECT ANSWER -A
Each Sales Rep needs a list of their own New Sales Orders for the month-to-date. The Sales Rep
Manager will also want to receive the report with the same data the Sales Rep receives.
What is the best way to create and automate this list?
A. Create a custom Report from the Sales Rep Detail report. Grant access to the report to all the
Sales Reps and Managers.
B. Create a search for Last Weeks Orders by Sales Rep with criteria Sales Rep is "-mine-". Send
the search link to each member of the team to run as needed.
, C. Create a search for Sales by Sales Rep and schedule it to run prior to the meeting. Using email
notification send the results to the Sales Rep and Manager recipients.
D. Create a custom Report from the Sales Rep Detail Report and schedule the report to run prior
to the meeting. On the schedule, make the recipients the Sales Reps and Managers to email the
report. - CORRECT ANSWER - C
How can an Administrator notify the Order Processing Group when a new Sales Order is
entered?
A. A Report of new Sales Orders scheduled and sent to the Individual members of the Order
Processing Team every hour.
B. A Search of new Sales Orders scheduled and sent to the Individual members of the Order
Processing Team every hour.
C. A search of Sales Orders with email notification on new records which triggers an Alert to
send the search data to the Order Processing Group.
D. A Report of Sales Orders with email notification on new records which triggers an Alert to
send the search data to the Order Processing Group. - CORRECT ANSWER - C
How can an Administrator customize a standard report displaying only the Service Department
expenses, grouped by Month?
A. Set the Column footer field to Department, and set the Date range to This Month.
B. Set the Column footer field to Month, and customize the report to Filter by only the Services
department.
C. Set the Column footer field to Month, and customize the report to include the Department
column and
move it all the way to the left.
D. Set the Column footer field to Department, and customize the report to include the Month
field and move it
all the way to the left, and select the Group With checkbox. - CORRECT ANSWER -B
A custom report for the CFO was created, but the CFO cannot view the report.