Monthly Data Filter for Financial Reports

ByJoy Kemunto Mogeni

The Monthly Data Filter is available in the Wakandi admin panel. This feature allows users to view and analyze financial data on a month-by-month basis, providing greater flexibility and control over data insights.

How to Access the Feature:

  1. Log into the Wakandi Admin Panel.
  2. Navigate to Accounts and select Accounting from the side menu.
  3. Click on the Reports tab to see a drop-down list of available reports.
    • For example, select the Owner’s Equity report.
  4. Click on Options to reveal the “Custom Filter” space.
  5. Choose the specific month you want to analyze.

Key Highlights:

  • Month-Based Filter:
    • Analyze specific months to track trends, compare performance, and identify patterns with ease.
  • Improved Report Navigation:
    • The new filter simplifies navigation, making financial reviews and reporting more efficient.

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