Using Filters in the SaaS Metrics Dashboard
You can use the filters in the SaaS Metrics dashboard to tailor the reports displayed depending on your preference.
To use filters on the SaaS Metrics dashboard:
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Go to Reports > SaaS Metrics > Dashboard.
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In the Filters section, fill out any or all of the following fields.
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In the Subsidiary field, select a subsidiary.
When you select a consolidated subsidiary, the dashboard consolidates and displays data for the parent subsidiary and its associated child subsidiaries. If the parent and child subsidiaries have different transaction currencies, transactions are converted to the parent company's base currency using the current month's consolidated exchange rate. For more information about viewing the consolidated exchange rates, see Viewing Consolidated Exchange Rates.
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In the Customer field, select the customer.
The values in the Customer field depend on the subsidiary filter that you select.
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In the Item field, select the item.
The values in the Item field depend on the subsidiary filter that you select.
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In the Department field, select the department.
The values in the Department field depend on the subsidiary filter that you select.
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In the Class field, select the class.
The values in the Class field depend on the subsidiary filter that you select.
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In the Report Start Period field, select when the report period starts for the dashboard.
You can choose to start the report period on the first month of current year or on the current month. The SaaS Metrics dashboard only displays data in 12-month periods.
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Click Apply.