Net Assets Analysis Filters
When you analyze the performance of your organization's financial efforts in Analysis, Dashboards, the filters under Net Assets include all post status and fund options (by default). To select different ones, use the filters.
Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both a post status and fund, you can analyze net assets that meet that criteria.
To include transactions associated with net assets based on a post date, choose a date range in the Post date filter and select Apply. Note that this filter does not apply to calculations under Current totals.
To include transactions associated with net assets based on a specific post status, such as Not yet posted, choose one or more statuses in the Post status filter and select Apply.
To analyze transactions associated with encumbered funds, such as Encumbrance or Regular, choose them in the Encumbrance filter and select Apply.
To analyze transactions associated with specific funds, such as Grant or Endowments, choose them in the Fund filter and select Apply.
Tip: To reuse frequent filter selections, save their view to easily apply them in the future. For more information, see Saved View of Analytics.