You can apply dynamic filters to individual sections of your dashboard for a more focused view of your data. Filters are applied to one chart or data block at a time — not across the entire dashboard.
Where You Can Use Filters
Dynamic filters are currently available for the following dashboard sections:
Net Balance
Balance Collected, Invoices Paid on Time, and Invoices Paid Late
Top 10 Debtors
Save and Reuse Filtered Views
To streamline your workflow:
Save filter settings as a named view for future use
Load saved views quickly to switch between dashboards tailored to your use case
This makes it easy to switch between different reporting perspectives — for example, by geography, team, or time period — without reapplying filters each time.
Set your fitlers and hit "Save"
Set a custom name for each of your set of filters
Next time, you would be able just to load the filters from the selected views.
