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FAQ: How can I get a summary of debt activity by note in the Data table?

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Learn how to leverage filters to find specific information in the Data table.


First make sure that the Data table is in the ‘Entries’ view. You can then input one condition as ‘Account IS Level 3 Debt’.

Once you get the results, export the entries in Excel format by selecting all the entries and clicking on Actions > Export selection.

Once in Excel, create a pivot table of the export, which will give you a summarized version of the debt activity.

Note: The exact filter conditions and terms suggested above may not be identical in every dataset. Using any similar terms based on the dataset being used will present the desired outcome.

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