Projects Analysis Filters

When you analyze the performance of your organization's financial efforts in Analysis, Dashboards, the metrics under Projects (by month, quarter, or year) include the first budget scenario and account category 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 accounts, 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 for a specific account, you can analyze projects that meet that criteria.

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

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

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

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

To analyze a specific budget scenario for a department, such as an Administration or Development budget, choose it in the Budget scenario filter and select Apply.

To analyze projects associated with a specific account category, such as Expense, choose it in the Account category filter and select Apply.

To analyze only specific accounts, choose them in the Account description filter and select Apply.

Tip: To find a specific account, search the Account description filter for its description.

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

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

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

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

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

To analyze 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 analyze 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 .