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Filter on the Risk Overview dashboard: Accounts receivable

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The Risk Overview dashboard supports a number of filtering options which will allow you to quickly and easily slice-and-dice the sub-ledger data to gain more insights.

Learn about filtering categories on the Risk Overview dashboard.


Navigate to the Risk Overview dashboard

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row to go to the Data page.
  4. Select View Analysis on the desired analysis, or use the sidebar to open the Analyze menu, then select the name of the analysis you want to see.
    You will go to the Analyze page.
  5. Select the Risk Overview tab.
    You will see the Risk Overview dashboard.


Filter options

If multiple values within the same filter menu are selected, they will be added together. If multiple values between different filters are selected, the selections will intersect.

For example, selecting Customer A and Customer B will include both, and selecting the invoice Entry Type will display how the selected customers intersect with that entry type.

By default, the filters for Effective Date, Entry Type, Related, User ID, and Vendor are visible. Find additional filters with the More menu.

ar-risk-overview-filtering-more.gif

Category filters

The Entry Type, Customer, User ID, Transaction Type, and User Created filters allow you to select multiple values to filter on.

  1. Enter or select a filter from the available menu(s).
  2. Apply the filter to update the dashboard.
ar-risk-overview-filtering-category.gif

 

Date filters

The Effective Date and Entered Date filters allow you to select a specific date, a date range, and, before or after a specific date.

  1. Use the menu(s) to select the dates you want to see.
  2. Apply the filter to update the dashboard.

ar-risk-overview-filtering-dates.gif

 

Monetary filters

The Debit Value and Credit Value filters allow you to define a value using a few different methods: a specific value, between two values, less than a specific value or more than a specific value.

  1. Use the menu(s) to select the values you want to filter on.
  2. Apply the filter to update the dashboard.
ar-risk-overview-filtering-monetary.gif

 


Available filters overview

Filters always available Filters only available if mapped during data import
  • Customer
  • Effective Date
  • Entry Type
  • Debit Value
  • Credit Value

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