View and filter the Month End Review dashboard

  1. In the Mgmt Reporting or Mgmt Admin task pane, in the Performance Reporting section, double-click Month End Review.

  2. To filter the data for the dashboard, in the upper left tool bar, click the funnel icon.

  3. Complete the following filter options, as needed:

    Option Description
    Time Period Select the period and year.
    Target (All Except Statistical)

    Select one of the following target types:

    • Budget (Default setting when the dashboard is opened)
    • Flex
    • 3 Month Avg
    • 6 Month Avg
    • 9 Month Avg
    • 12 Month Avg

    For the 3, 6, 9, and 12 month average targets, Period is the only available setting; YTD is disabled when one of these options is selected.

    • Last Month
    • Same Month LY

    NOTE: This filter does not apply to the Executive Overview > Statistical Overview tab.
    Category & Filter (Summary & Executive)
    1. From the Select Category dropdown, select the organization level in which to view data. For example, to view all of the departments and accounts at the VP level, select VP.
    2. From the Select Filter dropdown, select the filter created by your organization.

    NOTE: This filter applies only to the Summary and Executive Overview tabs.
    Target (Only Statistical)

    Select one of the following target types, which are fixed in the Executive Overview > Statistical Overview tab.

    • Budget
    • 4 Month Average
    • Last Month
    • Same Month LY
    Dept (Only Operational)

    Select the department to filter the data in the Operational Overview tab.

    NOTE: The dropdown includes more departments than what the system shows. To include a specific department, we recommend entering the department number into the field. Also, note that the list only includes those departments assigned to you.
  4. Click Apply.