Quick Views
Quick views let you filter the data by different transaction close dates. Click the drop-down menu below the Transaction Summary Table and then select the quick view. The following images show how you can navigate through the quick views:
These quick views are also reflected in the Transaction Summary Table, ensuring a seamless experience as you switch between different timeframes. Whether you're analyzing recent activity or identifying trends over the past month, these options give you maximum flexibility and efficiency for tracking and managing your transaction data.
Note:
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Quick views relies on organizations to set their business day for optimal experience. See Define a Business Day for the Organization for more details.
Parent topic: Reports