Project Income and Expenses Analysis Filters

When you analyse the performance of your organisation's financial efforts in Analysis, Dashboards, the metrics under Project Income and Expenses (with or without starting and ending balances) include all values in their respective lists (by default). To select different ones, or to include only projects that meet specific criteria, such as post status or specific funds, use the filters.

Tip: These filters are cumulative, so imagine an "and" between each. For example, if you specify both a project division and location, you can analyse projects that meet that criteria.

To analyse projects with journal entries based on a post date, choose a date range in the Post date filter and select Apply.

To analyse projects with journal entries 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 analyse projects based on a specific segment, such as Department or Fund, choose a segment in the Account segment filter and select Apply.

To analyse projects based on a specific segment value, choose one or more values in the Account segment value filter and select Apply.

To analyse projects associated with encumbrance funds, such as Encumbrance or Regular, choose them in the Encumbrance filter and select Apply.

To analyse projects associated with specific funds, such as Grant or Endowments, choose them in the Fund filter and select Apply.

To analyse project types associated with a specific budget scenario, choose them in the Project type filter and select Apply.

To analyse projects based on their division, such as Financial Aid, choose them in the Project division filter and select Apply.

To analyse projects based on a specific status, such as Active or Inactive, select a status in the Project status filter and select Apply.

To analyse projects based on their department, such as Athletics, choose them in the Project department filter and select Apply.

To analyse projects based on their location, choose them in the Project location filter and select Apply.

To analyse only specific projects, choose them in the Project description filter and select Apply.

Tip: To find a specific project, search the Project description filter for its description.

To analyse only specific projects, choose them in the Project ID filter and select Apply.

Tip: To find a specific project, search the Project ID filter for its number.

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