Dimensions Feature

Tagging your financial data so you can filter by extra dimensions

Dimensions serve as “tags” allowing you to tag every data point with one or more dimensions making it possible to filter your P&L reports, dashboards, employees and other custom data views by the selected dimension(s).

For example, your dashboard may show Departments and Divisions, but with the Dimensions feature switched on you'll be able to filter that view to display just the data tagged with a particular Dimension(s).

This feature is often used to filter by Grants, Vendors, Customers, Projects, Activity Codes, and others.