Dashboard preferences lets you choose the reporting period used when the finance dashboard first opens. The available choices are Last 3 months, Last 6 months, and Last 12 months.
Open Settings, then Dashboard, and choose the period under Default reporting period. Select Save preferences and wait for Dashboard preferences saved. The choice is a personal default in the current workspace.
Changing this preference does not edit transactions, close periods, or alter a report’s underlying records. It changes the opening view. You can still work with the controls offered on the dashboard after it opens.
If Save preferences is unavailable, check whether a choice actually differs from the saved value and whether existing preferences loaded successfully. Use Retry if the page could not load them. Do not overwrite unknown settings while a load error is unresolved. When comparing a view with a colleague, compare the selected period and company as well as the figures, since different personal defaults can explain why the opening screens differ.
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