Enhance the Dashboard Filters to include Date Parameters and More Segments
Dashboards should have filters available such as date parameter, gl segments, etc. For instance, I would love to use these for our Board report out, however, we report to the board on a prior period, such as month end or quarter end. Having these dashboards as of a specific date, as well as maybe for a specific grant, would be extremely beneficial.
Other softwares I have demo's, such as Financial Edge, Accufund, etc. have the ability to filter their dashboards.
Comments: 12 Oldest | Newest | Most likes | Fewest likes
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27 Apr, '21
NC MergedPlease add a date filter to your dashboard landing page. These graphs would make perfect reports for board meetings if we could filter once all transactions were in for a certain period.
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16 Jun, '21
Suzanne Admin"dashboard date filter" (suggested by NC on 2021-04-27), including upvotes (1) and comments (0), was merged into this suggestion.
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20 Aug, '21
Kelley YoungPlease add filter options by segment. This is a great tool but right now it has too many limitations.
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26 Apr, '22
Stephen De La Rosa MergedPlease add the option to set up dashboards with widgets based on date range(s) other than annual.
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27 Jun, '23
Stephen De La RosaDate filters and Comparative Period Selection on Dashboards, please.
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14 Sep, '23
Amy JohnsonDashboard views should allow users to look at historical fiscal year's and drill down vs. just the current year. Current fiscal year with no context for comparison and understanding doesn't help
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12 Oct, '23
Tracey Admin MergedHi Nick, Thank you for your request! These are wonderful suggestions. We're always looking for ways to improve the dashboard. We'll consider this and open it up for voting!
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12 Oct, '23
John Michael Admin Merged"Modern UI: Let users set date ranges for the dashboard" (suggested by Nick on 2023-10-10), including upvotes (1) and comments (1), was merged into this suggestion.
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12 Mar, '24
GaryPlease add the date feature. This would be great for sharing with management and the Board. Without the date feature, the reports don't agree with the latest monthly close.
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20 Feb
Jessica Roche MergedIn reviewing demo's with other fund accounting softwares, MIP Modern is the only software that didn't allow date filtering for their dashboards. So if you want the competitive edge, update it.
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13 Mar
Janine Allen, Sr. Product Manager, MIP Admin"Add date ranges to Dashboard" (suggested by <Hidden> on 2022-04-26), including upvotes (10) and comments (3), was merged into this suggestion.
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28 May
Stuart RothbergNot only is it imperative that date functionality be added, but also the ability to filter by more than just one segment. I have many users who need to be able to slice the data down to both a departmental level AND a location level. The dashboards are mostly unusable in their current form. This is basic functionality that is missing, making the modern ui useless to our organization for its intended purpose.