The Performance Reporting Dashboard (PRD) includes a bar chart of Revenue & Expenses. When both revenues and expenses are included, revenue bars are blue and expense bars are red. If the chart only includes either revenue or expenses, the bars will be blue.
By default, the chart only includes revenue and expenses with a status of Paid. Users may change the paid status being shown by selecting the desired status from the Paid Status drop down menu.
The date range of revenue and expenses included in the report is controlled by the Date Range controller, and the associated From and To dates.
For more information on these controls, see Date Ranges & Paid Status.
Selecting [Custom] for the date range allows the user to specify a start to the reporting period in the From date, and an end to the reporting period in the To date. Click on the cell containing the From or To date, and use the calendar widget to select the desired date.