Forecast filtering
Find out how to filter and search for expirations in the future
Jose avatar
Written by Jose
Updated over a week ago

Everything in the dashboard is clickable meaning that dynamic reports are built when clicking elements in the dashboard. This includes the forecast section on the top.

Clicking on the numbers within each month will take you to an expiration report showing only the ones for that specific month or year.

This also works in conjunction with the category list on the left of the dashboard. If categories are selected, then only those categories will be included in the report.

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