Accounts Analysis Filters

When you analyze the performance of your organization's financial efforts in Analysis, Dashboards, the metrics under Accounts (by month, quarter, or year) include the first budget scenario and account category in their respective lists (by default). To select different ones, or to include only accounts that meet specific criteria, such as post status or specific accounts, use the filters.

Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both a post status and account class for a specific account category, you can analyze accounts that meet that criteria.

Tip: To reuse frequent filter selections, save their view to easily apply them in the future. For more information, see Saved View of Analytics.