Filters to customize report views

Filters to customize report views

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You can create customized views of reports by using different parameters to filter the information that is displayed. The following tables list the available filters for each report.

Filters for Customers reports

Report	Filter	How to access
AR Aging	All Customers All Reports' Customers My Customers Direct Reports' Customers Indirect Reports' Customers	Navigate to Customers -> AR Aging, and then click filter icon for dropdown.
AR Aging	Subsidiary Due Days Range Invoice Status	Navigate to Customers -> AR Aging to view these default filters.
AR Aging	Customer Outstanding Collection Status Last Customer Contact Last Customer Response Tags Collection Strategy Business Units Regions Health Score Number of Invoices Include Customers with Missing Point of Contact Collection Manager AM/CSM Team Lead Customer Name Account Manager Collection Owner Customer Success Manager Debt Collector Main Internal Contact Invoice Followup Status Issued Date Range Invoice due date range Collection Periods	Navigate to Customers -> AR Aging, and then click +Filters.
All Customers	All Customers All Reports' Customers My Customers Direct Reports' Customers Indirect Reports' Customers	Navigate to Customers -> All Customers, and then click filter icon for dropdown.
All Customers	All With Receivables Without Receivables Outstanding Number of Invoices Subsidiary	Navigate to Customers -> All Customers to view these default filters.
All Customers	Customer Collection Status Tags Collection Strategy Business Units Regions Health Score Collection Manager AM/CSM Team Lead Customer Name Account Manager Collection Owner Customer Success Manager Debt Collector Main Internal Contact	Navigate to Customers -> All Customers, and then click +Filter.

Filters for Transactions reports

Report	Filter	How to access
Invoices	All Invoices All Reports' Invoices My Invoices Direct Reports' Invoices Indirect Reports' Invoices	Navigate to Transactions -> Invoices, and then click filter icon for dropdown.
Invoices	Invoice status Due Date Due Days Range Subsidiary	Navigate to Transactions -> Invoices to view these default filters.
Invoices	Invoice Due Amount Followup Status Issued date Range Last Activity on Billing Contact Promise to Pay Date Range Dispute Type Collection Strategy Strategy Status Collection Activity Collection Periods Invoice Delivery Status Customer Tags Business Unit Region Collection Status Collection Manager AM/CSM Team Lead Customer Name Account Manager Collection Owner Customer Success Manager Debt Collector Main Internal Contact	Navigate to Transactions -> Invoices, and then click +Filters.
Payments	All Payments Today's Payments This Week's Payments All Reports' Payments My Payments Direct Reports' Payments Indirect Reports' Payments	Navigate to Transactions -> Payments, and then click filter icon for dropdown.
Payments	All Open Closed Payment Status Payment Date Subsidiary	Navigate to Transactions -> Payments to view these default filters.
Payments	Payments Payment Mode Customer Collection Manager AM/CSM Team Lead Customer Name Account Manager Collection Owner Customer Success Manager Debt Collector Main Internal Contact	Navigate to Transactions -> Payments, and then click +Filters.

Filters for Disputes report

Report	Filter	How to access
Disputes	All Disputes All Reports' Disputes Direct Reports' Disputes Indirect Reports' Disputes My Disputes All Reports' Customers' Disputes Direct Reports' Customers' Disputes Indirect Reports' Customers' Disputes	Navigate to Collections -> Disputes, and then click filter icon for dropdown.
Disputes	All Open Waiting on Customer Closed Dispute Amount Dispute Owners Created Date Dispute Type	Navigate to Collections -> Disputes to view these default filters.
Disputes	Customer Customer Name Account Manager Collection Owner Customer Success Manager Debt Collector Main Internal Contact	Navigate to Collections -> Disputes, and then click +Filters.

Filters for Cash App reports

Report	Filter	How to access
Payments	All Payments Bank Sync: Payments to Post Lockbox: Payments to Post Manual import: Payments to Post	Navigate to Cash App -> Payments, and then click filter icon for dropdown.
Payments	Unapplied Partially Applied Applied	Navigate to Cash App -> Payments to view these default filters.
Payments	Customer Payment Mode Payment Source Payment Date Smartmatch Status Unapplied Amount Payment Amount Unposted Amount ERP Posting Required Import Date ERP Posted Date Applied Date Last Activity Date Remittance Source Bank Account No.	Navigate to Cash App -> Payments, and then click +Filters.