Receivables Analysis Filters

When you analyze the performance of your organization's financial efforts in Analysis, Dashboards, the metrics under Receivables include all receivables by default. To include only those that meet specific criteria, such as a post status or related clients, use the filters.

Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both a date due (range) and a post status, you can analyze receivables that meet both 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.