Filter the financial information

Owned by Denise McGettigan
Last updated: Oct 03, 2023
3 min read

Rather than focus on the high-level overview of your financial statements, you can filter the information and analyze the performance at a lower level of detail. You use dimensions (and entities) to filter the financial statement. After you filter by one dimension, you can filter by another dimension. You can repeat this action to filter by multiple dimensions and view your financial statements at a more detailed level.

Apply a filter

In the financial statement, click the dimension you want to use as a filter, such as Country, Branch, Department and so on.

When you click a dimension, you move into the Analytics module. You will notice some of the menu items change and the Summary button turns grey. The Analytics grid displays a summary performance of each entity in the selected dimension.

From here, you have two options:

  • Use the range of Analytics tools to drill deeper into your data, all the way down to the transaction level. See the Analytics pages for detailed information.

  • Select one or more entities in the grid, then click the Summary button to return to the Financial Statements module and view the filtered statement. The filter that you apply displays above the grid, and the number of selected entities displays on the corresponding dimension button.

    Expand the sections below for more examples.

In the financial statement, click the Branch dimension, then in the Analytics grid, select the branch (B008) and click the Summary button.

The statement grid now displays the Profit and Loss for branch B008.

In the financial statement, click the Branch dimension, then in the Analytics grid, select the branches (B002, B003 and B004) and click the Summary button.

The statement grid now displays the combined Profit and Loss statement for the selected branches. The net profit value is the sum of the net profits of those branches.

Suppose you have filtered the Profit and Loss statement by the Country (dimension) > Australia (entity). Now you want to take your analysis a step further and see how two specific cost centres in Australia are performing.

In the filtered financial statement, click the Cost Centre dimension.

In the Analytics grid, select the cost centres (C001 and C004) and click the Summary button.

The statement grid now displays the combined Profit and Loss statement for the selected cost centres in Australia. The net profit value is the sum of the net profits of those cost centres.

Remove a filter

To remove a filter and return to the high-level summary financial information, click the X on the dimension button(s).

To completely reset the data, click the Reset button.