Intelligence 360: Date and Scope Filters | ZOVRO ERP Learning Center

STEP 1

Before you start

Identify the reporting question, company, date range and outlet or segment of interest.

STEP 2

Open the Intelligence 360 dashboard and locate its filter controls.

STEP 3

Change the date and scope filters, then apply them without altering underlying transactions.

STEP 4

Compare headline totals before and after filtering to ensure the selection was applied.

STEP 5

Clear filters when returning to a company-wide view.