Viewing and filtering the Month End Review dashboard

To view 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
    • Flex
    • 3 Month Average
    • 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 drop-down, 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 drop-down, select the filter created by your organization.

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

    Select one of the following target types to filter the data in the Executive Overview > Statistical Overview tab:

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

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

    NOTE: The drop-down list includes more departments than what the system displays. To include a specific department, we recommend just typing the department number into the field. Also, note that the list only includes those departments assigned to you.
  4. Click Apply.