Cet article s'applique à :

Produit: Pagero Online

Analytics filters

Filters are handy when looking for specific data. Pagero Online offers multiple useful filters that will help you to find what you're looking for while maintaining clean appearance.

The dashboard's top section contains several filters used to select the information displayed in the sections below. Time filtering is carried out with the first three filters. The first filter is a dropdown menu used to select a time range. There is an option to use predefined ranges, like This month
or This week
, and custom ranges.

To apply a custom range click on Custom
, choose the desired time range in the pop-up window, and click Select period
.

Once a custom range is applied, it can be saved for future analysis by going to Manage Custom Ranges
. In the pop-up window enter a desired label and click Store
. Saved custom ranges appear at the top of the predefined ranges in the dropdown menu.

When using predefined ranges the box to the right of the dropdown menu can be used to move the range to previous dates. Click the arrows on the sides to go back and forward.

The following drop-down menu allows you to choose between classifying invoices by Document Date
(the date stated inside the document) or Create Date
(the date the document first appeared in Pagero Online). When a filter is selected it can be saved by clicking Save as a new preset
. To stop applying a preset filter go to clear current filter
.

The Filters
button displays four other dropdown menus used to filter by Distribution
(type of distribution), Currency
, and Customer/Supplier
(depending on the dashboard), The Filter Presets
button is used to save specific configurations and browse through them for future analysis.

When a filter is selected it can be saved by clicking Save as a new preset
. To stop applying a preset filter go to clear current filter
.