Use this drop-down to select the date range you want to view. See Date Range Options for your choices. The default is set in the Financial Dashboard Preferences window.

Use the start and end date fields to set a custom date range. These fields are hidden until you select the Custom date range option. You can also select the show/hide date button to view these fields. If you change the dates, the Date Range field will automatically change to show Custom.

Use this drop-down to select the way you want your data grouped. See Data Size Options for your choices. The default is set in the Financial Dashboard Preferences window.

Select this button to display your selections in the data view or to refresh your view. Data does not update in real-time.

This button appears in the top-right corner of each view. Click it to open the Account Grouping Tree View window. From there you can select or deselect which accounts or groups display in the view (refer to Selecting Which Accounts to Include for information about this window).

Each time you select the Apply button, data is shown in the Level 1 view. Each time you drill down on the data, another level indicator appears so you know which level you are viewing. You can click these indicators to quickly jump back to a certain level. For information specific to the Profit & Loss (Revenue & Expense) and Cash Flow views, see Viewing Profit & Loss Data, Viewing Revenue & Expense Data, or Viewing Cash Flow Data.

There are several places on the data views that you can mouse over to see specific information. On each line or column, you can see the exact dollar amount and the start and end dates for the data. On each budget line you can see the actual total, the budget total, the dollar variance, and the percentage left. Negative values appear in parentheses. You can also see information specific to the accounts listed in the legend and the x-axis labels. The dates shown on the MTD and YTD labels are based on the date set in the Cougar Dtails Preferences window.

Each legend item relates to data in the data view. As you update the data that is appearing through the Account Grouping Tree View window (see Selecting Which Accounts to Include) or the compare feature (see Comparing Data), the legend updates as well. If you mouse over the items in the legend, a tooltip shows you the account description along with the month-to-date and year-to-date totals. Please note that if you have many accounts or groups showing in the legend, an ellipses might appear indicating that not all of the displayed accounts fit in the legend. To correct this issue, resize the view, decrease the number of accounts in view, or adjust your screen resolution.