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Add Filters to Cash 360 Dashboard or Cash Forecast

edited Jun 2, 2025 2:42PM in Ask A Guru 2 comments

We have a very large customer project that requires large volumes and dollars coming in and going out. We'd like to utilize the Cash 360 Dashboard and Cash Forecast to be able to view associated receivables and payables specific to this customer. Is it possible to add a filter at the top of the dashboard or forecast? Or to narrow down criteria shown?

If not, is there a way to show similar data in a single report or search? Any insights are greatly appreciated.

Thanks!

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