Here are the steps to guide you through our newly improved multi-month filter in business reports:
Navigate to any of the following reports:
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- Owners Operating Statement
- Operators Operating Statement
- All departmental reports, except for the Consolidated Departmental Report.
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Use the Filter in Single Month Selection:
- Select a single month and use the dropdown functionality to view and choose the columns of your preference.
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Use the Filter in Multi-Month Selection:
- Choose a range of months (for instance, from Jan 2022 to Dec 2022). You'll see the dropdown appears allowing you to select specific columns for your report.
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Understand the Hierarchy of Columns:
- When viewing your report, notice the order of columns. They are displayed in the following sequence: PTD $, PAR $, POR $, Budget $, Budget Var.
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Explore All Available Columns:
- Go through all the columns available for your selection. Make sure you're familiar with what each column represents.
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Check the Filter in Other Reports:
- You can also use the filter feature in other reports such as "Cash Flow" or "Balance Sheet."
By following these steps, you can effectively use the new multi-month filter feature to customize your reports in Docyt. If you need further assistance, our support team is always available to help.
