Metrics Analysis Filters

When you analyze the performance of your organization's financial efforts in Analysis, Dashboards, you can use filters under Metrics to display new and changed record information.

To analyze new records added during a specific time frame, select a date range in the Date added filter and select Apply.

To analyze new records based on a status, such as Open or Approved, select a value in the Status filter and select Apply.

Note that this filter applies to an individual report.

To analyze new records based on the user who made the addition, select a user in the Added by filter and select Apply.

Note that this filter applies to an individual report.

Tip: Filters are cumulative, so imagine an "and" between each. For example, if you specify both a date range and a status, you can analyze records that meet both criteria.