Set the period and companies a dashboard shows
The filters at the top of a dashboard set the period and the scope: the whole group, a sub-group or one company. Each component follows the page unless it is pinned to its own period or scope. Group figures are in the group's reporting currency, and a single company in its own currency.
The page filters
- Period: month, quarter to date, quarter, year to date, year, last 12 months, or a custom range from one month to another.
- Scope: the whole group or a sub-group, under Consolidated, or one company, under Standalone.
Opens on, in edit mode, sets the period the dashboard shows when someone opens it. Cash and balances show as at the end of the chosen month.
The comparison
Each component compares with the previous period, with the same period last year, or with nothing. The usual comparison is the previous period for a month and the same period last year for anything longer. Split by company shows the figure for each company as bars.
A component with its own period or scope
By default a component follows the page. In its settings you can set Period to always the same kind of period, or to pinned months, and Scope to a fixed company or group. A dashboard can pin up to four scopes. Each component shows its own period and scope, so readers can see what each figure covers.
Currency
Group figures are in the group's reporting currency. A single company is shown in the currency of its own books, and the scope label says which.