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Transaction Codes Analysis Filters

When you analyze the performance of your organization's financial efforts in Analysis, Dashboards, the metrics under Transaction Code (with or without starting and ending balances) include all values in their respective lists (by default). To select different ones, or to include only transactions that meet specific criteria, use the filters.

Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify types of transactions and a post date, you can analyze projects 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.