This article helps you understand how report tabs and filters shape what you see in a report so you can move between views and narrow data confidently.
How Tabs Affect Your View
You can organize multiple perspectives of the same report into a single dashboard and switch between them without losing context.
Each tab can be found at the very top of the page and displays different visualizations built from the same underlying data.
Some filters may appear or disappear based on what applies to the active tab.
Filters are listed directly below the tabs in blue boxes.
Using Tabs Effectively
You can move from summary insights to detailed analysis without navigating away from the report.
Tabs reduce clutter by separating content across views.
Tabs group related insights together.
Understanding Report Filters
You can narrow report data so every visual reflects exactly what you want to analyze.
Filters limit data shown in charts, tables, and KPIs using criteria such as:
Date ranges.
Firms or clients.
Statuses like paid or overdue.
Categories or types.
Applying Filters
You can refine report results by selecting values directly from available filter controls.
Locate the filter you want to apply at the top of the page in blue and click the field.
Select one or more values to include or exclude.
Add values in bulk from a pre-determined list by selecting Add Values In Bulk.
Review the updated visuals as the report refreshes automatically.
You can apply multiple filters at the same time to further narrow results.