Monthly Data Filter for Financial Reports
We can be able to access these feature changes by logging into Wakandi admin panel, clicking onto Accounts then accounting from the side menu. Then choosing the Reports tab to access a drop down list of the reports. In the screenshot below, we chose the Owner’s Equity report then clicked into Options to reveal a drop down showing a space of “Custom Filter.” In this filter is where we can choose a specific month we are interested in viewing.
Feature Summary:
We have added a new monthly data filter to key financial reports, allowing users to view and analyze data on a month-by-month basis. This enhancement provides users with greater flexibility and control over data insights, especially for tracking financial performance over time.
Reports Enhanced:
- Financial Position
- Income Statement
- Notes of Account
- Owner’s Equity
Key Highlights:
- Month-Based Filter: Users can now select specific months to view relevant data within each of these reports. This filter enables more granular analysis and is ideal for reviewing monthly trends, making comparisons, and identifying patterns in financial performance.
- Enhanced Report Navigation: With the new month filter, users can quickly and easily navigate to monthly data, improving the efficiency of financial review and reporting processes.