Filter data (Financial Statements)
Supporting documentation
Related video tutorials
Explore and view dashboards
Edit a financial statement
Create a budget from within financial statements
Learn how to quickly create a profit and loss budget from your financial statements using one click budgeting and start working in a ready-to-use workbook.
Exclude customers from Insights calculations
Learn how to use the Remove customers option to exclude specific customers from Insights calculations. You’ll see how exclusions immediately affect customer counts and revenue totals, and how removing customers differs from filtering by excluding them entirely from segmentation and Insights results.